Financial Partners Group (Tennessee)’s United Parcel Service UPS Stock Holding History

Financial Partners Group (Tennessee)’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	$9.11M	Sell	90,247 -750	-0.8%	-$73.8K	3.3%	10
2025 Q1	$10M	Buy	90,997 +56,569	+164%	+$6.76M	4.34%	7
2024 Q4	$4.34M	Buy	34,428 +5,297	+18%	+$697K	1.8%	17
2024 Q3	$3.97M	Buy	29,131 +2,812	+11%	+$369K	1.49%	22
2024 Q2	$3.6M	Buy	26,319 +5,069	+24%	+$726K	1.4%	23
2024 Q1	$3.16M	Buy	21,250 +8,069	+61%	+$1.23M	1.22%	25
2023 Q4	$2.07M	Buy	13,181 +878	+7%	+$133K	0.94%	30
2023 Q3	$1.92M	Buy	12,303 +28	+0.2%	+$4.83K	0.92%	30
2023 Q2	$2.2M	Buy	12,275 +637	+5%	+$113K	1.11%	28
2023 Q1	$2.26M	Buy	11,638 +107	+0.9%	+$19.6K	1.18%	25
2022 Q4	$2M	Buy	+11,531	New	+$2M	1.18%	25

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

Financial Partners Group (Tennessee)'s UPS Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its United Parcel Service (UPS) stake by 0.82% in Q2 2025, selling an estimated $73.8K and leaving 90,247 shares worth $9.11M. The position accounts for 3.3% of the portfolio, ranked #10.

Financial Partners Group (Tennessee) first reported a position in UPS in Q4 2022 and has held it in 11 quarters since. The position peaked at $10M in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Financial Partners Group (Tennessee) held 90,247 shares of United Parcel Service worth $9.11M as of Q2 2025.
Financial Partners Group (Tennessee) sold 750 United Parcel Service shares in Q2 2025, an estimated $73.8K.
United Parcel Service made up 3.3% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #10 holding.
Financial Partners Group (Tennessee) first reported a position in United Parcel Service in Q4 2022 and has held it in 11 quarters since.
Financial Partners Group (Tennessee)'s United Parcel Service position peaked at $10M in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.