Bond & Devick Financial Network’s United Parcel Service UPS Stock Holding History

Bond & Devick Financial Network’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	-1,971	Closed	-$217K	–	178
2025 Q1	$217K	Buy	1,971 +390	+25%	+$46.6K	0.08%	152
2024 Q4	$216K	Hold	1,581	–	–	0.09%	147
2024 Q3	$216K	Hold	1,581	–	–	0.09%	147
2024 Q2	$216K	Buy	+1,581	New	+$226K	0.12%	136
2024 Q1	–	Sell	-1,341	Closed	-$211K	–	146
2023 Q4	$211K	Buy	+1,341	New	+$203K	0.12%	138
2023 Q3	–	Sell	-1,141	Closed	-$205K	–	130
2023 Q2	$205K	Sell	1,141 -10	-0.9%	-$1.78K	0.13%	126
2023 Q1	$223K	Buy	+1,151	New	+$211K	0.14%	123

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bond & Devick Financial Network's UPS Position: Q2 2025 in Review

Bond & Devick Financial Network sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,971 shares — an estimated $217K sold.

Bond & Devick Financial Network first reported a position in UPS in Q1 2023 and held it in 7 quarters. The position peaked at $223K in Q1 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Bond & Devick Financial Network reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Bond & Devick Financial Network sold 1,971 United Parcel Service shares in Q2 2025, an estimated $217K.
Bond & Devick Financial Network first reported a position in United Parcel Service in Q1 2023 and held it in 7 quarters.
Bond & Devick Financial Network's United Parcel Service position peaked at $223K in Q1 2023.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Bond & Devick Financial Network's 13F filing for Q2 2025, filed 11 Jul 2025.