Elite Financial’s United Parcel Service UPS Stock Holding History

Elite 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	–	Sell	-100	Closed	-$10K	–	109
2025 Q1	$10K	Buy	+100	New	+$12K	0.01%	112

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Elite Financial's UPS Position: Q2 2025 in Review

Elite Financial sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 100 shares — an estimated $10K sold.

Elite Financial first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $10K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Elite Financial reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Elite Financial sold 100 United Parcel Service shares in Q2 2025, an estimated $10K.
Elite Financial first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
Elite Financial's United Parcel Service position peaked at $10K in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.