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Yarger Wealth Strategies’s United Parcel Service UPS Stock Holding History

Yarger Wealth Strategies’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
Q2 		– Sell
-2,013
Closed -$221K – 114
2025
Q1 		$221K Sell
2,013
-863
-30% -$103K 0.13% 91
2024
Q4 		$363K Buy
2,876
+120
+4% +$15.8K 0.21% 62
2024
Q3 		$376K Buy
2,756
+678
+33% +$89K 0.21% 59
2024
Q2 		$284K Sell
2,078
-614
-23% -$87.9K 0.17% 69
2024
Q1 		$400K Buy
2,692
+45
+2% +$6.84K 0.27% 53
2023
Q4 		$416K Sell
2,647
-817
-24% -$124K 0.34% 46
2023
Q3 		$540K Sell
3,464
-63
-2% -$10.9K 0.46% 33
2023
Q2 		$632K Buy
+3,527
New +$626K 0.57% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yarger Wealth Strategies's UPS Position: Q2 2025 in Review

Yarger Wealth Strategies sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,013 shares — an estimated $221K sold.

Yarger Wealth Strategies first reported a position in UPS in Q2 2023 and held it in 8 quarters. The position peaked at $632K in Q2 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Yarger Wealth Strategies reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Yarger Wealth Strategies sold 2,013 United Parcel Service shares in Q2 2025, an estimated $221K.
  • Yarger Wealth Strategies first reported a position in United Parcel Service in Q2 2023 and held it in 8 quarters.
  • Yarger Wealth Strategies's United Parcel Service position peaked at $632K in Q2 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Yarger Wealth Strategies's 13F filing for Q2 2025, filed 25 Jul 2025.