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DAGCO Inc’s United Parcel Service UPS Stock Holding History

DAGCO Inc’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
-2,559
Closed -$281K – 380
2025
Q1 		$281K Sell
2,559
-361
-12% -$43.2K 0.09% 82
2024
Q4 		$368K Sell
2,920
-121
-4% -$15.9K 0.12% 75
2024
Q3 		$415K Sell
3,041
-396
-12% -$52K 0.17% 64
2024
Q2 		$470K Sell
3,437
-646
-16% -$92.5K 0.21% 56
2024
Q1 		$607K Buy
4,083
+3,740
+1,090% +$569K 0.28% 52
2023
Q4 		$53.9K Sell
343
-201,652
-100% -$30.5M 0.05% 115
2023
Q3 		$14.1M Buy
201,995
+197,469
+4,363% +$34.1M 7.27% 3
2023
Q2 		$811K Buy
4,526
+3
+0.1% +$533 0.4% 49
2023
Q1 		$877K Sell
4,523
-47
-1% -$8.62K 0.47% 46
2022
Q4 		$794K Buy
4,570
+3
+0.1% +$519 0.46% 49
2022
Q3 		$738K Sell
4,567
-251
-5% -$47.5K 0.46% 52
2022
Q2 		$879K Sell
4,818
-97
-2% -$17.7K 0.45% 53
2022
Q1 		$937K Sell
4,915
-108
-2% -$22.9K 0.43% 55
2021
Q4 		$1.08M Sell
5,023
-599
-11% -$122K 0.42% 60
2021
Q3 		$1.02M Buy
5,622
+2
+0% +$395 0.44% 58
2021
Q2 		$1.17M Sell
5,620
-1,976
-26% -$395K 0.52% 54
2021
Q1 		$1.29M Sell
7,596
-764
-9% -$124K 0.64% 52
2020
Q4 		$1.41M Buy
8,360
+3
+0% +$506 0.78% 42
2020
Q3 		$1.39M Sell
8,357
-448
-5% -$65.2K 0.94% 38
2020
Q2 		$979K Sell
8,805
-546
-6% -$54.5K 0.98% 42
2020
Q1 		$874K Sell
9,351
-596
-6% -$61.8K 0.95% 42
2019
Q4 		$1.16M Buy
9,947
+148
+2% +$17.5K 1.03% 38
2019
Q3 		$1.17M Sell
9,799
-147
-1% -$16.8K 1.17% 31
2019
Q2 		$1.03M Sell
9,946
-171
-2% -$17.8K 1.08% 35
2019
Q1 		$1.13M Sell
10,117
-672
-6% -$71.3K 1.22% 29
2018
Q4 		$1.05M Buy
+10,789
New +$1.17M 1.31% 28

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

DAGCO Inc's UPS Position: Q2 2025 in Review

DAGCO Inc sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,559 shares — an estimated $281K sold.

DAGCO Inc first reported a position in UPS in Q4 2018 and held it in 26 quarters. The position peaked at $14.1M in Q3 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • DAGCO Inc reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • DAGCO Inc sold 2,559 United Parcel Service shares in Q2 2025, an estimated $281K.
  • DAGCO Inc first reported a position in United Parcel Service in Q4 2018 and held it in 26 quarters.
  • DAGCO Inc's United Parcel Service position peaked at $14.1M in Q3 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on DAGCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.