Arvest Investments’s United Parcel Service UPS Stock Holding History

Arvest Investments’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	-10,918	Closed	-$1.2M	–	183
2025 Q1	$1.2M	Sell	10,918 -538	-5%	-$64.3K	0.19%	110
2024 Q4	$1.44M	Sell	11,456 -749	-6%	-$98.6K	0.23%	100
2024 Q3	$1.66M	Buy	12,205 +656	+6%	+$86.1K	0.25%	92
2024 Q2	$1.58M	Sell	11,549 -477	-4%	-$68.3K	0.25%	90
2024 Q1	$1.79M	Sell	12,026 -2,116	-15%	-$322K	0.28%	81
2023 Q4	$2.22M	Buy	+14,142	New	+$2.14M	0.36%	64

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

Arvest Investments's UPS Position: Q2 2025 in Review

Arvest Investments sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 10,918 shares — an estimated $1.2M sold.

Arvest Investments first reported a position in UPS in Q4 2023 and held it in 6 quarters. The position peaked at $2.22M in Q4 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Arvest Investments reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Arvest Investments sold 10,918 United Parcel Service shares in Q2 2025, an estimated $1.2M.
Arvest Investments first reported a position in United Parcel Service in Q4 2023 and held it in 6 quarters.
Arvest Investments's United Parcel Service position peaked at $2.22M in Q4 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Arvest Investments's 13F filing for Q2 2025, filed 3 Jul 2025.