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Copperwynd Financial’s United Parcel Service UPS Stock Holding History

Copperwynd Financial’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 		$254K Buy
2,512
+207
+9% +$20.4K 0.06% 137
2025
Q1 		$254K Buy
2,305
+245
+12% +$29.3K 0.07% 128
2024
Q4 		$260K Sell
2,060
-44
-2% -$5.79K 0.07% 118
2024
Q3 		$287K Buy
2,104
+196
+10% +$25.7K 0.09% 117
2024
Q2 		$249K Buy
1,908
+124
+7% +$17.8K 0.08% 129
2024
Q1 		$265K Buy
1,784
+17
+1% +$2.58K 0.1% 114
2023
Q4 		$278K Buy
1,767
+21
+1% +$3.17K 0.11% 115
2023
Q3 		$272K Buy
+1,746
New +$301K 0.13% 108
2022
Q4 		– Sell
-11,763
Closed -$1.9M – 144
2022
Q3 		$1.9M Buy
11,763
+224
+2% +$42.4K 1.09% 23
2022
Q2 		$2.11M Buy
+11,539
New +$2.1M 1.24% 22

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

Copperwynd Financial's UPS Position: Q2 2025 in Review

Copperwynd Financial increased its United Parcel Service (UPS) stake by 9% in Q2 2025, buying an estimated $20.4K and bringing the position to 2,512 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #137.

Copperwynd Financial first reported a position in UPS in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.11M in Q2 2022. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Copperwynd Financial held 2,512 shares of United Parcel Service worth $254K as of Q2 2025.
  • Copperwynd Financial bought 207 United Parcel Service shares in Q2 2025, an estimated $20.4K.
  • United Parcel Service made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #137 holding.
  • Copperwynd Financial first reported a position in United Parcel Service in Q2 2022 and has held it in 10 quarters since.
  • Copperwynd Financial's United Parcel Service position peaked at $2.11M in Q2 2022.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.