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WMS Partners’s United Parcel Service UPS Stock Holding History

WMS Partners’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,896
Closed -$239K – 257
2024
Q4 		$239K Buy
1,896
+62
+3% +$8.16K 0.01% 263
2024
Q3 		$250K Buy
+1,834
New +$241K 0.01% 247
2023
Q4 		– Sell
-1,719
Closed -$268K – 278
2023
Q3 		$268K Sell
1,719
-18
-1% -$3.11K 0.02% 217
2023
Q2 		$311K Sell
1,737
-123
-7% -$21.8K 0.02% 211
2023
Q1 		$361K Buy
1,860
+107
+6% +$19.6K 0.03% 189
2022
Q4 		$305K Buy
1,753
+4
+0.2% +$692 0.03% 205
2022
Q3 		$283K Buy
1,749
+103
+6% +$19.5K 0.04% 191
2022
Q2 		$300K Buy
1,646
+14
+0.9% +$2.55K 0.05% 182
2022
Q1 		$350K Buy
+1,632
New +$347K 0.05% 170
2021
Q4 		– Sell
-1,790
Closed -$326K – 274
2021
Q3 		$326K Buy
1,790
+2
+0.1% +$395 0.05% 199
2021
Q2 		$372K Sell
1,788
-198
-10% -$39.6K 0.06% 173
2021
Q1 		$338K Sell
1,986
-134
-6% -$21.7K 0.08% 161
2020
Q4 		$357K Buy
2,120
+480
+29% +$81K 0.06% 169
2020
Q3 		$273K Buy
+1,640
New +$239K 0.05% 184
2020
Q2 		– Sell
-2,903
Closed -$271K – 219
2020
Q1 		$271K Hold
2,903
– – 0.08% 149
2019
Q4 		$340K Hold
2,903
– – 0.08% 164
2019
Q3 		$348K Sell
2,903
-860
-23% -$98.3K 0.08% 158
2019
Q2 		$389K Buy
3,763
+1,831
+95% +$190K 0.1% 135
2019
Q1 		$216K Sell
1,932
-900
-32% -$95.4K 0.05% 185
2018
Q4 		$276K Sell
2,832
-177,044
-98% -$19.2M 0.08% 146
2018
Q3 		$21M Hold
179,876
– – 2.36% 11
2018
Q2 		$19.1M Buy
179,876
+76
+0% +$8.54K 2.22% 13
2018
Q1 		$18.8M Sell
179,800
-4,579
-2% -$529K 2.23% 13
2017
Q4 		$22M Buy
184,379
+45
+0% +$5.29K 2.47% 10
2017
Q3 		$22.1M Buy
184,334
+91
+0% +$10.3K 2.64% 9
2017
Q2 		$20.4M Sell
184,243
-3,026
-2% -$323K 2.52% 8
2017
Q1 		$20.1M Buy
187,269
+25
+0% +$2.73K 2.53% 9
2016
Q4 		$21.5M Buy
187,244
+176
+0.1% +$19.8K 2.85% 9
2016
Q3 		$20.5M Buy
187,068
+517
+0.3% +$56.5K 2.74% 8
2016
Q2 		$20.1M Buy
186,551
+553
+0.3% +$57.6K 2.79% 7
2016
Q1 		$19.6M Hold
185,998
– – 2.73% 8
2015
Q4 		$17.9M Hold
185,998
– – 2.58% 9
2015
Q3 		$18.4M Sell
185,998
-1,263
-0.7% -$125K 2.8% 10
2015
Q2 		$18.1M Buy
187,261
+323
+0.2% +$32.1K 2.11% 11
2015
Q1 		$18.1M Buy
186,938
+1,063
+0.6% +$109K 2.22% 9
2014
Q4 		$20.7M Hold
185,875
– – 3.18% 6
2014
Q3 		$18.3M Hold
185,875
– – 2.86% 7
2014
Q2 		$19.1M Hold
185,875
– – 2.94% 7
2014
Q1 		$18.1M Hold
185,875
– – 2.9% 6
2013
Q4 		$19.5M Buy
+185,875
New +$18.3M 3.22% 5
2013
Q3 		– Sell
-185,795
Closed -$16.1M – 226
2013
Q2 		$16.1M Buy
+185,795
New +$15.9M 2.92% 6

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's UPS Position: Q1 2025 in Review

WMS Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,896 shares — an estimated $239K sold.

WMS Partners first reported a position in UPS in Q2 2013 and held it in 41 quarters. The position peaked at $22.1M in Q3 2017. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • WMS Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,896 United Parcel Service shares in Q1 2025, an estimated $239K.
  • WMS Partners first reported a position in United Parcel Service in Q2 2013 and held it in 41 quarters.
  • WMS Partners's United Parcel Service position peaked at $22.1M in Q3 2017.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.