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ABLE Financial Group’s United Parcel Service UPS Stock Holding History

ABLE Financial Group’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
-4,279
Closed -$471K – 222
2025
Q1 		$471K Buy
4,279
+596
+16% +$71.3K 0.13% 108
2024
Q4 		$464K Buy
+3,683
New +$485K 0.14% 109

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

ABLE Financial Group's UPS Position: Q2 2025 in Review

ABLE Financial Group sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,279 shares — an estimated $471K sold.

ABLE Financial Group first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $471K in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • ABLE Financial Group reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • ABLE Financial Group sold 4,279 United Parcel Service shares in Q2 2025, an estimated $471K.
  • ABLE Financial Group first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
  • ABLE Financial Group's United Parcel Service position peaked at $471K in Q1 2025.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.