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WR Wealth Planners’s United Parcel Service UPS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$26.4K Sell
210
-30
-13% -$3.95K 0.01% 417
2024
Q3 		$32.7K Buy
240
+89
+59% +$11.7K 0.01% 403
2024
Q2 		$20.6K Sell
151
-6
-4% -$859 0.01% 441
2024
Q1 		$23.3K Buy
+157
New +$23.9K 0.01% 425
2023
Q4 		– Sell
-94
Closed -$14.6K – 820
2023
Q3 		$14.6K Sell
94
-15
-14% -$2.59K 0.01% 480
2023
Q2 		$19.5K Sell
109
-7
-6% -$1.24K 0.01% 443
2023
Q1 		$22.4K Buy
116
+22
+23% +$4.04K 0.01% 414
2022
Q4 		$16.3K Buy
94
+1
+1% +$173 0.01% 228
2022
Q3 		$15.1K Hold
93
– – 0.01% 226
2022
Q2 		$17K Hold
93
– – 0.01% 238
2022
Q1 		$19.9K Buy
+93
New +$19.8K 0.01% 232

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's UPS Position: Q4 2024 in Review

WR Wealth Planners reduced its United Parcel Service (UPS) stake by 13% in Q4 2024, selling an estimated $3.95K and leaving 210 shares worth $26.4K. The position accounts for 0.01% of the portfolio, ranked #417.

WR Wealth Planners first reported a position in UPS in Q1 2022 and has held it in 11 quarters since. The position peaked at $32.7K in Q3 2024. 2,288 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • WR Wealth Planners held 210 shares of United Parcel Service worth $26.4K as of Q4 2024.
  • WR Wealth Planners sold 30 United Parcel Service shares in Q4 2024, an estimated $3.95K.
  • United Parcel Service made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #417 holding.
  • WR Wealth Planners first reported a position in United Parcel Service in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's United Parcel Service position peaked at $32.7K in Q3 2024.
  • 2,288 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.