Hartford Financial Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,000
| Closed | -$770K | – | 367 |
|
|
2025
Q1 | $770K | Hold |
7,000
| – | – | 0.16% | 116 |
|
|
2024
Q4 | $883K | Hold |
7,000
| – | – | 0.18% | 112 |
|
|
2024
Q3 | $954K | Hold |
7,000
| – | – | 0.2% | 110 |
|
|
2024
Q2 | $958K | Hold |
7,000
| – | – | 0.21% | 107 |
|
|
2024
Q1 | $1.04M | Hold |
7,000
| – | – | 0.22% | 106 |
|
|
2023
Q4 | $1.1M | Hold |
7,000
| – | – | 0.25% | 108 |
|
|
2023
Q3 | $1.09M | Hold |
7,000
| – | – | 0.28% | 105 |
|
|
2023
Q2 | $1.25M | Hold |
7,000
| – | – | 0.31% | 98 |
|
|
2023
Q1 | $1.36M | Hold |
7,000
| – | – | 0.35% | 93 |
|
|
2022
Q4 | $1.22M | Hold |
7,000
| – | – | 0.32% | 99 |
|
|
2022
Q3 | $1.13M | Hold |
7,000
| – | – | 0.33% | 96 |
|
|
2022
Q2 | $1.28M | Hold |
7,000
| – | – | 0.35% | 92 |
|
|
2022
Q1 | $1.5M | Hold |
7,000
| – | – | 0.36% | 91 |
|
|
2021
Q4 | $1.5M | Hold |
7,000
| – | – | 0.35% | 91 |
|
|
2021
Q3 | $1.27M | Hold |
7,000
| – | – | 0.32% | 98 |
|
|
2021
Q2 | $1.46M | Hold |
7,000
| – | – | 0.36% | 89 |
|
|
2021
Q1 | $1.19M | Sell |
7,000
-16
| -0.2% | -$2.59K | 0.3% | 98 |
|
|
2020
Q4 | $1.18M | Hold |
7,016
| – | – | 0.31% | 93 |
|
|
2020
Q3 | $1.17M | Hold |
7,016
| – | – | 0.35% | 89 |
|
|
2020
Q2 | $780K | Hold |
7,016
| – | – | 0.25% | 105 |
|
|
2020
Q1 | $655K | Hold |
7,016
| – | – | 0.26% | 101 |
|
|
2019
Q4 | $821K | Buy |
7,016
+16
| +0.2% | +$1.89K | 0.26% | 104 |
|
|
2019
Q3 | $839K | Hold |
7,000
| – | – | 0.28% | 100 |
|
|
2019
Q2 | $723K | Hold |
7,000
| – | – | 0.24% | 104 |
|
|
2019
Q1 | $782K | Sell |
7,000
-50
| -0.7% | -$5.3K | 0.27% | 98 |
|
|
2018
Q4 | $688K | Hold |
7,050
| – | – | 0.26% | 100 |
|
|
2018
Q3 | $823K | Buy |
7,050
+50
| +0.7% | +$5.88K | 0.28% | 93 |
|
|
2018
Q2 | $744K | Buy |
7,000
+6,926
| +9,359% | +$778K | 0.27% | 96 |
|
|
2018
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 285 |
|
|
2017
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 287 |
|
|
2017
Q3 | $8K | Hold |
74
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 301 |
|
|
2017
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 287 |
|
|
2016
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 254 |
|
|
2016
Q3 | $8K | Buy |
74
+38
| +106% | +$4.15K | ﹤0.01% | 251 |
|
|
2016
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 270 |
|
|
2016
Q1 | $3K | Buy |
+36
| New | +$3.5K | ﹤0.01% | 271 |
|
Other funds holding UPS
Hartford Financial Management's UPS Position: Q2 2025 in Review
Hartford Financial Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 7,000 shares — an estimated $770K sold.
Hartford Financial Management first reported a position in UPS in Q1 2016 and held it in 37 quarters. The position peaked at $1.5M in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- Hartford Financial Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- Hartford Financial Management sold 7,000 United Parcel Service shares in Q2 2025, an estimated $770K.
- Hartford Financial Management first reported a position in United Parcel Service in Q1 2016 and held it in 37 quarters.
- Hartford Financial Management's United Parcel Service position peaked at $1.5M in Q1 2022.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on Hartford Financial Management's 13F filing for Q2 2025, filed 31 Jul 2025.