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Hapanowicz & Associates Financial Services’s United Parcel Service UPS Stock Holding History

Hapanowicz & Associates Financial Services’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
Q4 		– Sell
-4,715
Closed -$394K – 36
2025
Q3 		$394K Sell
4,715
-249
-5% -$22.6K 0.18% 25
2025
Q2 		$501K Hold
4,964
– – 0.25% 20
2025
Q1 		$546K Hold
4,964
– – 0.3% 16
2024
Q4 		$626K Hold
4,964
– – 0.31% 16
2024
Q3 		$677K Hold
4,964
– – 0.34% 14
2024
Q2 		$679K Hold
4,964
– – 0.39% 14
2024
Q1 		$738K Hold
4,964
– – 0.42% 13
2023
Q4 		$780K Hold
4,964
– – 0.48% 14
2023
Q3 		$774K Sell
4,964
-200
-4% -$34.5K 0.55% 13
2023
Q2 		$926K Buy
+5,164
New +$917K 0.62% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hapanowicz & Associates Financial Services's UPS Position: Q4 2025 in Review

Hapanowicz & Associates Financial Services sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 4,715 shares — an estimated $394K sold.

Hapanowicz & Associates Financial Services first reported a position in UPS in Q2 2023 and held it in 10 quarters. The position peaked at $926K in Q2 2023. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Hapanowicz & Associates Financial Services reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 4,715 United Parcel Service shares in Q4 2025, an estimated $394K.
  • Hapanowicz & Associates Financial Services first reported a position in United Parcel Service in Q2 2023 and held it in 10 quarters.
  • Hapanowicz & Associates Financial Services's United Parcel Service position peaked at $926K in Q2 2023.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.