GWN Securities’s United Parcel Service UPS Stock Holding History

GWN Securities’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	-22,741	Closed	-$2.29M	–	704
2025 Q1	$2.29M	Buy	22,741 +20,882	+1,123%	+$2.5M	0.13%	185
2024 Q4	$247K	Buy	+1,859	New	+$245K	0.07%	290

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

GWN Securities's UPS Position: Q2 2025 in Review

GWN Securities sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 22,741 shares — an estimated $2.29M sold.

GWN Securities first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $2.29M in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

GWN Securities reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 22,741 United Parcel Service shares in Q2 2025, an estimated $2.29M.
GWN Securities first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
GWN Securities's United Parcel Service position peaked at $2.29M in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.