HWG Holdings’s United Parcel Service UPS Stock Holding History

HWG Holdings’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 Q2	–	Sell	-100	Closed	-$11K	–	127
2025 Q1	$11K	Buy	+100	New	+$12K	﹤0.01%	99
2024 Q3	–	Sell	-100	Closed	-$13.7K	–	119
2024 Q2	$13.7K	Buy	+100	New	+$14.3K	0.01%	82

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HWG Holdings's UPS Position: Q2 2025 in Review

HWG Holdings sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 100 shares — an estimated $11K sold.

HWG Holdings first reported a position in UPS in Q2 2024 and held it in 2 quarters. The position peaked at $13.7K in Q2 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

HWG Holdings reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 100 United Parcel Service shares in Q2 2025, an estimated $11K.
HWG Holdings first reported a position in United Parcel Service in Q2 2024 and held it in 2 quarters.
HWG Holdings's United Parcel Service position peaked at $13.7K in Q2 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.