Delta Financial Group’s United Parcel Service UPS Stock Holding History

Delta Financial Group’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 Q1	$888K	Sell	7,670 -1,039	-12%	-$124K	0.2%	81
2024 Q4	$1.1M	Buy	+8,709	New	+$1.15M	0.26%	65
2024 Q2	–	Sell	-4,605	Closed	-$684K	–	227
2024 Q1	$684K	Buy	4,605 +29	+0.6%	+$4.41K	0.2%	95
2023 Q4	$720K	Sell	4,576 -124	-3%	-$18.7K	0.23%	83
2023 Q3	$733K	Buy	+4,700	New	+$811K	0.25%	73
2023 Q2	–	Sell	-4,527	Closed	-$878K	–	184
2023 Q1	$878K	Buy	4,527 +60	+1%	+$11K	0.34%	48
2022 Q4	$790K	Buy	+4,467	New	+$773K	0.35%	48

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delta Financial Group's UPS Position: Q1 2025 in Review

Delta Financial Group reduced its United Parcel Service (UPS) stake by 12% in Q1 2025, selling an estimated $124K and leaving 7,670 shares worth $888K. The position accounts for 0.2% of the portfolio, ranked #81.

Delta Financial Group first reported a position in UPS in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Delta Financial Group held 7,670 shares of United Parcel Service worth $888K as of Q1 2025.
Delta Financial Group sold 1,039 United Parcel Service shares in Q1 2025, an estimated $124K.
United Parcel Service made up 0.2% of Delta Financial Group's portfolio in Q1 2025, its #81 holding.
Delta Financial Group first reported a position in United Parcel Service in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's United Parcel Service position peaked at $1.1M in Q4 2024.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.