BFPW
UPS icon

BOK Financial Private Wealth’s United Parcel Service UPS Stock Holding History

BOK Financial Private Wealth’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
-31
Closed -$3.41K – 498
2025
Q1 		$3.41K Buy
31
+12
+63% +$1.44K ﹤0.01% 446
2024
Q4 		$2.4K Sell
19
-145
-88% -$19.1K ﹤0.01% 433
2024
Q3 		$22.4K Buy
164
+81
+98% +$10.6K ﹤0.01% 335
2024
Q2 		$11.4K Hold
83
– – ﹤0.01% 368
2024
Q1 		$12.3K Buy
+83
New +$12.6K ﹤0.01% 352
2023
Q2 		– Sell
-63
Closed -$12.2K – 458
2023
Q1 		$12.2K Sell
63
-52
-45% -$9.54K ﹤0.01% 337
2022
Q4 		$20K Buy
115
+52
+83% +$9K ﹤0.01% 297
2022
Q3 		$10K Hold
63
– – ﹤0.01% 330
2022
Q2 		$12K Sell
63
-3,986
-98% -$727K ﹤0.01% 333
2022
Q1 		$868K Buy
4,049
+1,078
+36% +$229K 0.06% 138
2021
Q4 		$637K Buy
2,971
+451
+18% +$91.7K 0.04% 150
2021
Q3 		$459K Buy
2,520
+204
+9% +$40.3K 0.04% 155
2021
Q2 		$482K Buy
2,316
+641
+38% +$128K 0.04% 142
2021
Q1 		$285K Buy
1,675
+183
+12% +$29.6K 0.03% 159
2020
Q4 		$251K Buy
1,492
+280
+23% +$47.3K 0.02% 160
2020
Q3 		$202K Buy
+1,212
New +$176K 0.02% 161

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

BOK Financial Private Wealth's UPS Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 31 shares — an estimated $3.41K sold.

BOK Financial Private Wealth first reported a position in UPS in Q3 2020 and held it in 16 quarters. The position peaked at $868K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 31 United Parcel Service shares in Q2 2025, an estimated $3.41K.
  • BOK Financial Private Wealth first reported a position in United Parcel Service in Q3 2020 and held it in 16 quarters.
  • BOK Financial Private Wealth's United Parcel Service position peaked at $868K in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.