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NovaPoint Capital’s United Parcel Service UPS Stock Holding History

NovaPoint Capital’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
-1,924
Closed -$212K – 126
2025
Q1 		$212K Buy
1,924
+50
+3% +$5.98K 0.07% 134
2024
Q4 		$236K Buy
1,874
+200
+12% +$26.3K 0.07% 123
2024
Q3 		$228K Buy
1,674
+150
+10% +$19.7K 0.07% 123
2024
Q2 		$209K Sell
1,524
-6
-0.4% -$859 0.07% 129
2024
Q1 		$227K Buy
1,530
+6
+0.4% +$912 0.08% 125
2023
Q4 		$240K Buy
1,524
+9
+0.6% +$1.36K 0.09% 120
2023
Q3 		$236K Sell
1,515
-174
-10% -$30K 0.09% 121
2023
Q2 		$303K Sell
1,689
-2
-0.1% -$355 0.11% 103
2023
Q1 		$328K Sell
1,691
-133
-7% -$24.4K 0.13% 99
2022
Q4 		$317K Hold
1,824
– – 0.14% 97
2022
Q3 		$295K Hold
1,824
– – 0.13% 103
2022
Q2 		$333K Buy
1,824
+174
+11% +$31.7K 0.14% 100
2022
Q1 		$354K Sell
1,650
-28
-2% -$5.95K 0.13% 94
2021
Q4 		$360K Sell
1,678
-1,038
-38% -$211K 0.13% 98
2021
Q3 		$495K Hold
2,716
– – 0.2% 83
2021
Q2 		$565K Sell
2,716
-500
-16% -$100K 0.23% 74
2021
Q1 		$547K Sell
3,216
-27
-0.8% -$4.37K 0.26% 72
2020
Q4 		$546K Sell
3,243
-4
-0.1% -$675 0.28% 67
2020
Q3 		$541K Buy
3,247
+59
+2% +$8.59K 0.35% 65
2020
Q2 		$354K Hold
3,188
– – 0.26% 65
2020
Q1 		$298K Hold
3,188
– – 0.27% 65
2019
Q4 		$373K Buy
+3,188
New +$377K 0.29% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

NovaPoint Capital's UPS Position: Q2 2025 in Review

NovaPoint Capital sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,924 shares — an estimated $212K sold.

NovaPoint Capital first reported a position in UPS in Q4 2019 and held it in 22 quarters. The position peaked at $565K in Q2 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • NovaPoint Capital reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • NovaPoint Capital sold 1,924 United Parcel Service shares in Q2 2025, an estimated $212K.
  • NovaPoint Capital first reported a position in United Parcel Service in Q4 2019 and held it in 22 quarters.
  • NovaPoint Capital's United Parcel Service position peaked at $565K in Q2 2021.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on NovaPoint Capital's 13F filing for Q2 2025, filed 16 Jul 2025.