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Family CFO’s United Parcel Service UPS Stock Holding History

Family CFO’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 -$11K – 91
2025
Q1 		$11K Hold
100
– – 0.01% 63
2024
Q4 		$12.6K Hold
100
– – 0.01% 65
2024
Q3 		$13.6K Hold
100
– – 0.01% 65
2024
Q2 		$13.7K Sell
100
-300
-75% -$43K 0.01% 57
2024
Q1 		$59.5K Hold
400
– – 0.04% 43
2023
Q4 		$62.9K Hold
400
– – 0.04% 42
2023
Q3 		$62.3K Hold
400
– – 0.04% 38
2023
Q2 		$71.7K Hold
400
– – 0.05% 39
2023
Q1 		$77.6K Hold
400
– – 0.06% 36
2022
Q4 		$69.5K Hold
400
– – 0.06% 36
2022
Q3 		$64.6K Hold
400
– – 0.07% 35
2022
Q2 		$73K Hold
400
– – 0.08% 34
2022
Q1 		$86K Hold
400
– – 0.09% 35
2021
Q4 		$86K Buy
+400
New +$81.4K 0.08% 35

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

Family CFO's UPS Position: Q2 2025 in Review

Family CFO sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 100 shares — an estimated $11K sold.

Family CFO first reported a position in UPS in Q4 2021 and held it in 14 quarters. The position peaked at $86K in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Family CFO reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Family CFO sold 100 United Parcel Service shares in Q2 2025, an estimated $11K.
  • Family CFO first reported a position in United Parcel Service in Q4 2021 and held it in 14 quarters.
  • Family CFO's United Parcel Service position peaked at $86K in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Family CFO's 13F filing for Q2 2025, filed 21 Jul 2025.