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Costello Asset Management’s United Parcel Service UPS Stock Holding History

Costello Asset Management’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
-60
Closed -$6.6K – 709
2025
Q1 		$6.6K Sell
60
-15
-20% -$1.79K ﹤0.01% 500
2024
Q4 		$9.46K Hold
75
– – 0.01% 147
2024
Q3 		$10.2K Hold
75
– – 0.01% 143
2024
Q2 		$10.3K Buy
+75
New +$10.7K 0.01% 129
2022
Q3 		– Sell
-50
Closed -$9K – 235
2022
Q2 		$9K Hold
50
– – 0.01% 171
2022
Q1 		$11K Buy
+50
New +$10.6K 0.01% 173

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

Costello Asset Management's UPS Position: Q2 2025 in Review

Costello Asset Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 60 shares — an estimated $6.6K sold.

Costello Asset Management first reported a position in UPS in Q1 2022 and held it in 6 quarters. The position peaked at $11K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Costello Asset Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 60 United Parcel Service shares in Q2 2025, an estimated $6.6K.
  • Costello Asset Management first reported a position in United Parcel Service in Q1 2022 and held it in 6 quarters.
  • Costello Asset Management's United Parcel Service position peaked at $11K in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.