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Brooks Moore & Associates’s United Parcel Service UPS Stock Holding History

Brooks Moore & Associates’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
-31,305
Closed -$3.44M – 110
2025
Q1 		$3.44M Buy
31,305
+265
+0.9% +$31.7K 1.94% 17
2024
Q4 		$3.91M Buy
31,040
+5,060
+19% +$666K 2.31% 16
2024
Q3 		$3.54M Buy
25,980
+3,641
+16% +$478K 2.09% 17
2024
Q2 		$3.06M Buy
22,339
+245
+1% +$35.1K 1.97% 19
2024
Q1 		$3.28M Buy
22,094
+820
+4% +$125K 2.11% 16
2023
Q4 		$3.34M Buy
21,274
+561
+3% +$84.8K 2.3% 16
2023
Q3 		$3.23M Buy
20,713
+2,437
+13% +$421K 2.44% 15
2023
Q2 		$3.28M Buy
18,276
+1,636
+10% +$290K 2.31% 15
2023
Q1 		$3.23M Buy
16,640
+780
+5% +$143K 2.32% 15
2022
Q4 		$2.76M Buy
15,860
+700
+5% +$121K 2.01% 18
2022
Q3 		$2.45M Sell
15,160
-139
-0.9% -$26.3K 1.98% 20
2022
Q2 		$2.79M Buy
15,299
+870
+6% +$159K 2.01% 22
2022
Q1 		$3.09M Buy
14,429
+20
+0.1% +$4.25K 1.9% 22
2021
Q4 		$3.09M Buy
14,409
+75
+0.5% +$15.3K 1.81% 20
2021
Q3 		$2.61M Buy
14,334
+1,185
+9% +$234K 1.71% 24
2021
Q2 		$2.73M Buy
13,149
+85
+0.7% +$17K 1.74% 24
2021
Q1 		$2.22M Buy
13,064
+1,514
+13% +$245K 1.51% 27
2020
Q4 		$1.95M Buy
11,550
+240
+2% +$40.5K 1.51% 29
2020
Q3 		$1.89M Hold
11,310
– – 1.63% 25
2020
Q2 		$1.26M Buy
11,310
+4,135
+58% +$413K 1.18% 33
2020
Q1 		$670K Buy
+7,175
New +$743K 0.71% 44

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

Brooks Moore & Associates's UPS Position: Q2 2025 in Review

Brooks Moore & Associates sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 31,305 shares — an estimated $3.44M sold.

Brooks Moore & Associates first reported a position in UPS in Q1 2020 and held it in 21 quarters. The position peaked at $3.91M in Q4 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Brooks Moore & Associates reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Brooks Moore & Associates sold 31,305 United Parcel Service shares in Q2 2025, an estimated $3.44M.
  • Brooks Moore & Associates first reported a position in United Parcel Service in Q1 2020 and held it in 21 quarters.
  • Brooks Moore & Associates's United Parcel Service position peaked at $3.91M in Q4 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Brooks Moore & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.