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WT Wealth Management’s United Parcel Service UPS Stock Holding History

WT Wealth Management’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
-16,119
Closed -$2.03M – 145
2024
Q4 		$2.03M Sell
16,119
-566
-3% -$74.5K 0.64% 52
2024
Q3 		$2.27M Buy
16,685
+3,175
+24% +$417K 0.72% 46
2024
Q2 		$1.85M Buy
13,510
+86
+0.6% +$12.3K 0.63% 52
2024
Q1 		$2M Buy
13,424
+1,488
+12% +$226K 0.71% 47
2023
Q4 		$1.88M Buy
11,936
+3,189
+36% +$482K 0.74% 45
2023
Q3 		$1.36M Buy
8,747
+1,720
+24% +$297K 0.58% 42
2023
Q2 		$1.26M Buy
7,027
+246
+4% +$43.7K 0.52% 53
2023
Q1 		$1.32M Sell
6,781
-743
-10% -$136K 0.57% 48
2022
Q4 		$1.31M Buy
7,524
+335
+5% +$58K 0.64% 50
2022
Q3 		$1.16M Sell
7,189
-426
-6% -$80.7K 0.58% 55
2022
Q2 		$1.39M Sell
7,615
-812
-10% -$148K 0.69% 44
2022
Q1 		$1.81M Sell
8,427
-972
-10% -$207K 0.69% 42
2021
Q4 		$2.02M Buy
9,399
+227
+2% +$46.2K 0.74% 45
2021
Q3 		$1.67M Buy
9,172
+1,703
+23% +$336K 0.64% 49
2021
Q2 		$1.55M Sell
7,469
-771
-9% -$154K 0.63% 50
2021
Q1 		$1.4M Buy
8,240
+549
+7% +$88.8K 0.65% 47
2020
Q4 		$1.29M Buy
7,691
+1,849
+32% +$312K 0.71% 53
2020
Q3 		$973K Sell
5,842
-13
-0.2% -$1.89K 0.64% 44
2020
Q2 		$650K Buy
5,855
+954
+19% +$95.2K 0.52% 48
2020
Q1 		$457K Buy
+4,901
New +$508K 0.48% 45
2019
Q4 		– Sell
-3,430
Closed -$411K – 95
2019
Q3 		$411K Buy
+3,430
New +$392K 0.36% 54

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WT Wealth Management's UPS Position: Q1 2025 in Review

WT Wealth Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 16,119 shares — an estimated $2.03M sold.

WT Wealth Management first reported a position in UPS in Q3 2019 and held it in 21 quarters. The position peaked at $2.27M in Q3 2024. 2,204 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • WT Wealth Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • WT Wealth Management sold 16,119 United Parcel Service shares in Q1 2025, an estimated $2.03M.
  • WT Wealth Management first reported a position in United Parcel Service in Q3 2019 and held it in 21 quarters.
  • WT Wealth Management's United Parcel Service position peaked at $2.27M in Q3 2024.
  • 2,204 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on WT Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.