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Lane & Associates’s United Parcel Service UPS Stock Holding History

Lane & Associates’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 		$269K Buy
2,449
+157
+7% +$18.8K 0.15% 103
2024
Q4 		$262K Buy
2,292
+41
+2% +$5.4K 0.14% 106
2024
Q3 		$307K Buy
2,251
+29
+1% +$3.81K 0.17% 92
2024
Q2 		$304K Buy
2,222
+116
+6% +$16.6K 0.18% 87
2024
Q1 		$313K Buy
2,106
+9
+0.4% +$1.37K 0.2% 84
2023
Q4 		$330K Sell
2,097
-134
-6% -$20.3K 0.24% 75
2023
Q3 		$348K Buy
2,231
+16
+0.7% +$2.76K 0.28% 67
2023
Q2 		$397K Buy
2,215
+191
+9% +$33.9K 0.32% 61
2023
Q1 		$393K Sell
2,024
-64
-3% -$11.7K 0.35% 57
2022
Q4 		$363K Buy
+2,088
New +$361K 0.34% 64

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

Lane & Associates's UPS Position: Q1 2025 in Review

Lane & Associates increased its United Parcel Service (UPS) stake by 6.8% in Q1 2025, buying an estimated $18.8K and bringing the position to 2,449 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #103.

Lane & Associates first reported a position in UPS in Q4 2022 and has held it in 10 quarters since. The position peaked at $397K in Q2 2023. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Lane & Associates held 2,449 shares of United Parcel Service worth $269K as of Q1 2025.
  • Lane & Associates bought 157 United Parcel Service shares in Q1 2025, an estimated $18.8K.
  • United Parcel Service made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #103 holding.
  • Lane & Associates first reported a position in United Parcel Service in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's United Parcel Service position peaked at $397K in Q2 2023.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.