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Global Financial Private Client’s United Parcel Service UPS Stock Holding History

Global Financial Private Client’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
-729
Closed -$80.2K – 1521
2025
Q1 		$80.2K Buy
729
+34
+5% +$4.07K 0.03% 285
2024
Q4 		$87.6K Sell
695
-49
-7% -$6.45K 0.03% 275
2024
Q3 		$101K Buy
744
+136
+22% +$17.9K 0.04% 261
2024
Q2 		$83.2K Sell
608
-53
-8% -$7.59K 0.03% 260
2024
Q1 		$97.6K Sell
661
-248
-27% -$37.7K 0.04% 238
2023
Q4 		$143K Sell
909
-139
-13% -$21K 0.07% 196
2023
Q3 		$163K Hold
1,048
– – 0.08% 176
2023
Q2 		$193K Sell
1,048
-52
-5% -$9.23K 0.09% 172
2023
Q1 		$213K Buy
1,100
+56
+5% +$10.3K 0.11% 153
2022
Q4 		$181K Buy
1,044
+63
+6% +$10.9K 0.1% 143
2022
Q3 		$160K Hold
981
– – 0.09% 155
2022
Q2 		$181K Buy
981
+491
+100% +$89.6K 0.1% 145
2022
Q1 		$101K Hold
490
– – 0.05% 192
2021
Q4 		$105K Hold
490
– – 0.05% 197
2021
Q3 		$88.9K Hold
490
– – 0.05% 197
2021
Q2 		$103K Hold
490
– – 0.06% 175
2021
Q1 		$83.9K Hold
490
– – 0.06% 168
2020
Q4 		$82.5K Buy
490
+6
+1% +$1.01K 0.07% 152
2020
Q3 		$81.1K Sell
484
-323
-40% -$47K 0.07% 148
2020
Q2 		$92.3K Buy
807
+113
+16% +$11.3K 0.08% 154
2020
Q1 		$62.7K Buy
694
+513
+283% +$53.1K 0.07% 182
2019
Q4 		$21.2K Buy
+181
New +$21.4K 0.02% 332

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

Global Financial Private Client's UPS Position: Q2 2025 in Review

Global Financial Private Client sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 729 shares — an estimated $80.2K sold.

Global Financial Private Client first reported a position in UPS in Q4 2019 and held it in 22 quarters. The position peaked at $213K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Global Financial Private Client reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 729 United Parcel Service shares in Q2 2025, an estimated $80.2K.
  • Global Financial Private Client first reported a position in United Parcel Service in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's United Parcel Service position peaked at $213K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.