Iron Horse Wealth Management’s United Parcel Service UPS Stock Holding History

Iron Horse Wealth Management’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	$7.07K	Hold	70	–	–	﹤0.01%	331
2025 Q1	$7.7K	Buy	70 +10	+17%	+$1.2K	﹤0.01%	304
2024 Q4	$7.57K	Buy	60 +9	+18%	+$1.18K	﹤0.01%	268
2024 Q3	$6.95K	Buy	51 +20	+65%	+$2.63K	﹤0.01%	272
2024 Q2	$4.24K	Hold	31	–	–	﹤0.01%	290
2024 Q1	$4.61K	Buy	31 +20	+182%	+$3.04K	﹤0.01%	263
2023 Q4	$1.73K	Hold	11	–	–	﹤0.01%	385
2023 Q3	$1.72K	Hold	11	–	–	﹤0.01%	381
2023 Q2	$1.97K	Hold	11	–	–	﹤0.01%	233
2023 Q1	$2.13K	Buy	+11	New	+$2.02K	﹤0.01%	246
2022 Q3	–	Sell	-3	Closed	-$1K	–	280
2022 Q2	$1K	Buy	+3	New	+$547	﹤0.01%	237

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

Iron Horse Wealth Management's UPS Position: Q2 2025 in Review

Iron Horse Wealth Management held its United Parcel Service (UPS) position steady in Q2 2025 at 70 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Iron Horse Wealth Management first reported a position in UPS in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.7K in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Iron Horse Wealth Management held 70 shares of United Parcel Service worth $7.07K as of Q2 2025.
Iron Horse Wealth Management left its United Parcel Service share count unchanged in Q2 2025.
United Parcel Service made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #331 holding.
Iron Horse Wealth Management first reported a position in United Parcel Service in Q2 2022 and has held it in 11 quarters since.
Iron Horse Wealth Management's United Parcel Service position peaked at $7.7K in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.