HS
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Horan Securities’s United Parcel Service UPS Stock Holding History

Horan 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
Q1 		– Sell
-1,864
Closed -$235K – 140
2024
Q4 		$235K Sell
1,864
-86
-4% -$11.3K 0.09% 113
2024
Q3 		$266K Buy
1,950
+13
+0.7% +$1.71K 0.1% 111
2024
Q2 		$265K Sell
1,937
-1
-0.1% -$143 0.11% 97
2024
Q1 		$288K Sell
1,938
-65
-3% -$9.88K 0.14% 82
2023
Q4 		$315K Buy
2,003
+18
+0.9% +$2.72K 0.16% 69
2023
Q3 		$309K Sell
1,985
-8,569
-81% -$1.48M 0.16% 67
2023
Q2 		$1.89M Buy
10,554
+49
+0.5% +$8.7K 0.8% 12
2023
Q1 		$2.04M Buy
10,505
+148
+1% +$27.1K 1.05% 7
2022
Q4 		$1.8M Buy
10,357
+14
+0.1% +$2.42K 1.01% 8
2022
Q3 		$1.67M Buy
10,343
+39
+0.4% +$7.38K 1.03% 10
2022
Q2 		$1.86M Buy
10,304
+133
+1% +$24.3K 1.12% 9
2022
Q1 		$2.18M Buy
10,171
+8,696
+590% +$1.85M 1.28% 7
2021
Q4 		$316K Buy
+1,475
New +$300K 0.19% 45
2021
Q2 		$199K Buy
958
+513
+115% +$103K 0.14% 67
2021
Q1 		$76K Buy
445
+355
+394% +$57.4K 0.06% 106
2020
Q4 		$15K Buy
90
+30
+50% +$5.06K 0.01% 222
2020
Q3 		$10K Sell
60
-23
-28% -$3.35K 0.01% 215
2020
Q2 		$9K Buy
+83
New +$8.29K 0.01% 188

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
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