360 Financial’s United Parcel Service UPS Stock Holding History

360 Financial’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 Q3	–	Sell	-2,311	Closed	-$233K	–	95
2025 Q2	$233K	Hold	2,311	–	–	0.07%	74
2025 Q1	$254K	Hold	2,311	–	–	0.09%	67
2024 Q4	$291K	Hold	2,311	–	–	0.11%	65
2024 Q3	$315K	Hold	2,311	–	–	0.12%	64
2024 Q2	$316K	Hold	2,311	–	–	0.12%	67
2024 Q1	$343K	Hold	2,311	–	–	0.13%	63
2023 Q4	$363K	Hold	2,311	–	–	0.16%	59
2023 Q3	$358K	Hold	2,311	–	–	0.22%	44
2023 Q2	$414K	Sell	2,311 -47	-2%	-$8.35K	0.21%	56
2023 Q1	$457K	Hold	2,358	–	–	0.24%	53
2022 Q4	$381K	Hold	2,358	–	–	0.25%	49
2022 Q3	$381K	Buy	2,358 +47	+2%	+$8.9K	0.25%	49
2022 Q2	$434K	Sell	2,311 -47	-2%	-$8.57K	0.26%	43
2022 Q1	$484K	Hold	2,358	–	–	0.23%	51
2021 Q4	$505K	Sell	2,358 -108	-4%	-$22K	0.23%	46
2021 Q3	$449K	Buy	2,466 +1	+0%	+$197	0.23%	47
2021 Q2	$513K	Buy	2,465 +47	+2%	+$9.4K	0.27%	47
2021 Q1	$411K	Buy	2,418 +1	+0%	+$162	0.23%	46
2020 Q4	$407K	Buy	2,417 +1	+0%	+$169	0.24%	47
2020 Q3	$403K	Hold	2,416	–	–	0.28%	45
2020 Q2	$276K	Buy	2,416 +1	+0%	+$100	0.23%	53
2020 Q1	$226K	Buy	2,415 +1	+0%	+$104	0.24%	50
2019 Q4	$249K	Buy	+2,414	New	+$286K	0.18%	54

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

360 Financial's UPS Position: Q3 2025 in Review

360 Financial sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,311 shares — an estimated $233K sold.

360 Financial first reported a position in UPS in Q4 2019 and held it in 23 quarters. The position peaked at $513K in Q2 2021. 1,947 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

360 Financial reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
360 Financial sold 2,311 United Parcel Service shares in Q3 2025, an estimated $233K.
360 Financial first reported a position in United Parcel Service in Q4 2019 and held it in 23 quarters.
360 Financial's United Parcel Service position peaked at $513K in Q2 2021.
1,947 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on 360 Financial's 13F filing for Q3 2025, filed 12 Nov 2025.