Menard Financial Group’s United Parcel Service UPS Stock Holding History

Menard Financial Group’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	-18	Closed	-$2.27K	–	292
2024 Q4	$2.27K	Buy	+18	New	+$2.37K	﹤0.01%	277
2022 Q2	–	Sell	-3,945	Closed	-$846K	–	128
2022 Q1	$846K	Buy	3,945 +364	+10%	+$77.3K	0.83%	32
2021 Q4	$768K	Buy	3,581 +91	+3%	+$18.5K	0.63%	33
2021 Q3	$636K	Buy	3,490 +394	+13%	+$77.8K	0.56%	45
2021 Q2	$644K	Buy	3,096 +55	+2%	+$11K	0.61%	42
2021 Q1	$517K	Sell	3,041 -688	-18%	-$111K	0.56%	48
2020 Q4	$628K	Buy	3,729 +377	+11%	+$63.6K	0.68%	39
2020 Q3	$559K	Buy	3,352 +493	+17%	+$71.8K	0.65%	37
2020 Q2	$318K	Buy	+2,859	New	+$285K	0.4%	61
2020 Q1	–	Sell	-6,309	Closed	-$739K	–	114
2019 Q4	$739K	Buy	+6,309	New	+$747K	0.71%	44

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Menard Financial Group's UPS Position: Q1 2025 in Review

Menard Financial Group sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 18 shares — an estimated $2.27K sold.

Menard Financial Group first reported a position in UPS in Q4 2019 and held it in 10 quarters. The position peaked at $846K in Q1 2022. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Menard Financial Group reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 18 United Parcel Service shares in Q1 2025, an estimated $2.27K.
Menard Financial Group first reported a position in United Parcel Service in Q4 2019 and held it in 10 quarters.
Menard Financial Group's United Parcel Service position peaked at $846K in Q1 2022.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.