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Financial Gravity Companies’s United Parcel Service UPS Stock Holding History

Financial Gravity Companies’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 		$2.02K Buy
+20
New +$1.97K ﹤0.01% 753
2024
Q4 		$2.52K Sell
20
-2
-9% -$263 ﹤0.01% 740
2024
Q3 		$3K Buy
+22
New +$2.89K ﹤0.01% 458
2018
Q4 		$49K Buy
+466
New +$50.5K 0.04% 340
2018
Q1 		$42K Buy
376
+82
+28% +$9.48K 0.04% 356
2017
Q4 		$37K Buy
+294
New +$34.6K 0.04% 370

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

Financial Gravity Companies's UPS Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in United Parcel Service (UPS) in Q2 2025: 20 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UPS as recently as Q4 2024.

Financial Gravity Companies first reported a position in UPS in Q4 2017 and has held it in 6 quarters since. The position peaked at $49K in Q4 2018. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Financial Gravity Companies held 20 shares of United Parcel Service worth $2.02K as of Q2 2025.
  • United Parcel Service was a new Financial Gravity Companies position in Q2 2025.
  • United Parcel Service made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #753 holding.
  • Financial Gravity Companies first reported a position in United Parcel Service in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's United Parcel Service position peaked at $49K in Q4 2018.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.