Belmont Capital’s United Parcel Service UPS Stock Holding History

Belmont Capital’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	$707K	Hold	7,000	–	–	0.11%	54
2025 Q1	$770K	Hold	7,000	–	–	0.14%	45
2024 Q4	$883K	Hold	7,000	–	–	0.14%	38
2024 Q3	$954K	Hold	7,000	–	–	0.16%	45
2024 Q2	$958K	Buy	7,000 +6,999	+699,900%	+$1M	0.18%	50
2024 Q1	$186	Hold	1	–	–	﹤0.01%	185
2023 Q4	$194	Sell	1 -700	-100%	-$106K	﹤0.01%	162
2023 Q3	$109K	Buy	701 +534	+320%	+$92.2K	0.06%	89
2023 Q2	$29.9K	Buy	167 +110	+193%	+$19.5K	0.02%	84
2023 Q1	$11.1K	Hold	57	–	–	0.01%	96
2022 Q4	$10K	Hold	57	–	–	0.01%	100
2022 Q3	$9K	Buy	+57	New	+$10.8K	0.01%	91

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

Belmont Capital's UPS Position: Q2 2025 in Review

Belmont Capital held its United Parcel Service (UPS) position steady in Q2 2025 at 7,000 shares worth $707K. The position accounts for 0.11% of the portfolio, ranked #54.

Belmont Capital first reported a position in UPS in Q3 2022 and has held it in 12 quarters since. The position peaked at $958K in Q2 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Belmont Capital held 7,000 shares of United Parcel Service worth $707K as of Q2 2025.
Belmont Capital left its United Parcel Service share count unchanged in Q2 2025.
United Parcel Service made up 0.11% of Belmont Capital's portfolio in Q2 2025, its #54 holding.
Belmont Capital first reported a position in United Parcel Service in Q3 2022 and has held it in 12 quarters since.
Belmont Capital's United Parcel Service position peaked at $958K in Q2 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.