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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 $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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horan Securities's UPS Position: Q1 2025 in Review

Horan Securities sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,864 shares — an estimated $235K sold.

Horan Securities first reported a position in UPS in Q2 2020 and held it in 18 quarters. The position peaked at $2.18M in Q1 2022. 2,201 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Horan Securities reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Horan Securities sold 1,864 United Parcel Service shares in Q1 2025, an estimated $235K.
  • Horan Securities first reported a position in United Parcel Service in Q2 2020 and held it in 18 quarters.
  • Horan Securities's United Parcel Service position peaked at $2.18M in Q1 2022.
  • 2,201 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Horan Securities's 13F filing for Q1 2025, filed 12 May 2025.