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Horan Capital Advisors’s United Parcel Service UPS Stock Holding History

Horan Capital Advisors’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
Q1 		$2.47M Buy
22,445
+72
+0.3% +$8.61K 0.83% 44
2024
Q4 		$2.82M Sell
22,373
-327
-1% -$43K 0.95% 36
2024
Q3 		$3.09M Sell
22,700
-329
-1% -$43.2K 1.03% 34
2024
Q2 		$3.15M Buy
23,029
+83
+0.4% +$11.9K 1.11% 30
2024
Q1 		$3.41M Buy
22,946
+47
+0.2% +$7.14K 1.21% 29
2023
Q4 		$3.6M Sell
22,899
-581
-2% -$87.8K 1.32% 26
2023
Q3 		$3.66M Sell
23,480
-375
-2% -$64.7K 1.47% 25
2023
Q2 		$4.28M Buy
23,855
+273
+1% +$48.5K 1.67% 16
2023
Q1 		$4.57M Buy
23,582
+135
+0.6% +$24.8K 1.89% 12
2022
Q4 		$4.08M Buy
23,447
+366
+2% +$63.4K 1.79% 16
2022
Q3 		$3.73M Buy
23,081
+708
+3% +$134K 1.81% 14
2022
Q2 		$4.08M Buy
22,373
+253
+1% +$46.1K 1.9% 11
2022
Q1 		$4.74M Buy
22,120
+36
+0.2% +$7.65K 1.91% 13
2021
Q4 		$4.73M Sell
22,084
-727
-3% -$148K 1.88% 15
2021
Q3 		$4.15M Buy
22,811
+331
+1% +$65.3K 1.84% 13
2021
Q2 		$4.67M Buy
22,480
+503
+2% +$101K 2.11% 10
2021
Q1 		$3.74M Buy
21,977
+926
+4% +$150K 1.79% 15
2020
Q4 		$3.54M Buy
21,051
+245
+1% +$41.4K 1.83% 15
2020
Q3 		$3.47M Buy
20,806
+263
+1% +$38.3K 1.96% 15
2020
Q2 		$2.28M Buy
20,543
+260
+1% +$26K 1.53% 22
2020
Q1 		$1.9M Buy
20,283
+18,097
+828% +$1.87M 1.51% 26
2019
Q4 		$256K Buy
2,186
+100
+5% +$11.8K 0.15% 67
2019
Q3 		$250K Hold
2,086
– – 0.15% 68
2019
Q2 		$215K Buy
2,086
+50
+2% +$5.2K 0.14% 67
2019
Q1 		$228K Hold
2,036
– – 0.14% 67
2018
Q4 		$199K Buy
+2,036
New +$221K 0.13% 69
2017
Q4 		– Sell
-396
Closed -$48K – 257
2017
Q3 		$48K Buy
+396
New +$45K 0.03% 157

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horan Capital Advisors's UPS Position: Q1 2025 in Review

Horan Capital Advisors increased its United Parcel Service (UPS) stake by 0.32% in Q1 2025, buying an estimated $8.61K and bringing the position to 22,445 shares worth $2.47M. The position accounts for 0.83% of the portfolio, ranked #44.

Horan Capital Advisors first reported a position in UPS in Q3 2017 and has held it in 27 quarters since. The position peaked at $4.74M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Horan Capital Advisors held 22,445 shares of United Parcel Service worth $2.47M as of Q1 2025.
  • Horan Capital Advisors bought 72 United Parcel Service shares in Q1 2025, an estimated $8.61K.
  • United Parcel Service made up 0.83% of Horan Capital Advisors's portfolio in Q1 2025, its #44 holding.
  • Horan Capital Advisors first reported a position in United Parcel Service in Q3 2017 and has held it in 27 quarters since.
  • Horan Capital Advisors's United Parcel Service position peaked at $4.74M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.