Advisor Resource Council’s United Parcel Service UPS Stock Holding History

Advisor Resource Council’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	-3,970	Closed	-$437K	–	562
2025 Q1	$437K	Buy	+3,970	New	+$475K	0.04%	387
2024 Q1	–	Sell	-4,805	Closed	-$756K	–	507
2023 Q4	$756K	Buy	+4,805	New	+$726K	0.09%	224
2022 Q3	–	Sell	-5,257	Closed	-$960K	–	478
2022 Q2	$960K	Buy	+5,257	New	+$959K	0.09%	199
2022 Q1	–	Sell	-4,876	Closed	-$1.04M	–	527
2021 Q4	$1.04M	Buy	+4,876	New	+$992K	0.08%	236
2021 Q3	–	Sell	-2,051	Closed	-$426K	–	476
2021 Q2	$426K	Buy	+2,051	New	+$410K	0.04%	331

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisor Resource Council's UPS Position: Q2 2025 in Review

Advisor Resource Council sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 3,970 shares — an estimated $437K sold.

Advisor Resource Council first reported a position in UPS in Q2 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Advisor Resource Council reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,970 United Parcel Service shares in Q2 2025, an estimated $437K.
Advisor Resource Council first reported a position in United Parcel Service in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's United Parcel Service position peaked at $1.04M in Q4 2021.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.