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Horizon Financial Services’s United Parcel Service UPS Stock Holding History

Horizon 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
-102
Closed -$8.52K – 378
2025
Q3 		$8.52K Buy
102
+12
+13% +$1.09K ﹤0.01% 204
2025
Q2 		$9.09K Hold
90
– – ﹤0.01% 139
2025
Q1 		$9.9K Buy
+90
New +$10.8K 0.01% 122

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Horizon Financial Services sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 102 shares — an estimated $8.52K sold.

Horizon Financial Services first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $9.9K in Q1 2025. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Horizon Financial Services reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Horizon Financial Services sold 102 United Parcel Service shares in Q4 2025, an estimated $8.52K.
  • Horizon Financial Services first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
  • Horizon Financial Services's United Parcel Service position peaked at $9.9K in Q1 2025.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Horizon Financial Services's 13F filing for Q4 2025, filed 12 Jan 2026.