Morningstar Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
+8,285
| New | +$836K | 0.07% | 81 |
|
|
2025
Q1 | – | Sell |
-5,052
| Closed | -$637K | – | 210 |
|
|
2024
Q4 | $637K | Buy |
5,052
+95
| +2% | +$12K | 0.05% | 115 |
|
|
2024
Q3 | $667K | Sell |
4,957
-2
| -0% | -$269 | 0.07% | 121 |
|
|
2024
Q2 | $679K | Hold |
4,959
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $737K | Hold |
4,959
| – | – | 0.08% | 106 |
|
|
2023
Q4 | $780K | Buy |
4,959
+16
| +0.3% | +$2.52K | 0.09% | 98 |
|
|
2023
Q3 | $770K | Buy |
4,943
+321
| +7% | +$50K | 0.11% | 72 |
|
|
2023
Q2 | $828K | Buy |
4,622
+2,257
| +95% | +$404K | 0.11% | 74 |
|
|
2023
Q1 | $459K | Hold |
2,365
| – | – | 0.07% | 58 |
|
|
2022
Q4 | $411K | Buy |
+2,365
| New | +$411K | 0.07% | 63 |
|