CFS
UPS icon

Compass Financial Services’s United Parcel Service UPS Stock Holding History

Compass Financial Services’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
Q3 		– Sell
-38
Closed -$3.88K – 356
2025
Q2 		$3.88K Hold
38
– – ﹤0.01% 252
2025
Q1 		$4.23K Hold
38
– – ﹤0.01% 241
2024
Q4 		$4.85K Buy
+38
New +$5K ﹤0.01% 164

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Compass Financial Services's UPS Position: Q3 2025 in Review

Compass Financial Services sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 38 shares — an estimated $3.88K sold.

Compass Financial Services first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $4.85K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Compass Financial Services reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 38 United Parcel Service shares in Q3 2025, an estimated $3.88K.
  • Compass Financial Services first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Compass Financial Services's United Parcel Service position peaked at $4.85K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.