FAM
UPS icon

Flaharty Asset Management’s United Parcel Service UPS Stock Holding History

Flaharty Asset Management’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
-300
Closed -$33K – 466
2025
Q1 		$33K Buy
+300
New +$35.9K ﹤0.01% 252
2024
Q4 		– Sell
-300
Closed -$40.9K – 414
2024
Q3 		$40.9K Buy
+300
New +$39.4K 0.01% 225
2023
Q4 		– Sell
-352
Closed -$54.9K – 431
2023
Q3 		$54.9K Buy
+352
New +$60.8K 0.01% 189
2019
Q2 		– Sell
-3,652
Closed -$408K – 81
2019
Q1 		$408K Hold
3,652
– – 0.16% 53
2018
Q4 		$356K Buy
+3,652
New +$396K 0.15% 56

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

Flaharty Asset Management's UPS Position: Q2 2025 in Review

Flaharty Asset Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 300 shares — an estimated $33K sold.

Flaharty Asset Management first reported a position in UPS in Q4 2018 and held it in 5 quarters. The position peaked at $408K in Q1 2019. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Flaharty Asset Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 300 United Parcel Service shares in Q2 2025, an estimated $33K.
  • Flaharty Asset Management first reported a position in United Parcel Service in Q4 2018 and held it in 5 quarters.
  • Flaharty Asset Management's United Parcel Service position peaked at $408K in Q1 2019.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.