HFS
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Hopwood Financial Services’s United Parcel Service UPS Stock Holding History

Hopwood 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
-284
Closed -$23.7K – 279
2025
Q3 		$23.7K Buy
284
+2
+0.7% +$181 0.02% 203
2025
Q2 		$28.5K Buy
282
+1
+0.4% +$98 0.02% 180
2025
Q1 		$30.9K Buy
281
+1
+0.4% +$120 0.02% 178
2024
Q4 		$35.3K Buy
+280
New +$36.9K 0.03% 171

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hopwood Financial Services's UPS Position: Q4 2025 in Review

Hopwood Financial Services sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 284 shares — an estimated $23.7K sold.

Hopwood Financial Services first reported a position in UPS in Q4 2024 and held it in 4 quarters. The position peaked at $35.3K in Q4 2024. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Hopwood Financial Services reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 284 United Parcel Service shares in Q4 2025, an estimated $23.7K.
  • Hopwood Financial Services first reported a position in United Parcel Service in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's United Parcel Service position peaked at $35.3K in Q4 2024.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.