Oliver Lagore Vanvalin Investment Group’s United Parcel Service UPS Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$178	Buy	+2	New	+$197	﹤0.01%	629
2024 Q4	$201	Hold	2	–	–	﹤0.01%	657
2024 Q3	$215	Hold	2	–	–	﹤0.01%	647
2024 Q2	$213	Sell	2 -164	-99%	-$23.5K	﹤0.01%	691
2024 Q1	$24.7K	Buy	166 +113	+213%	+$17.2K	0.01%	319
2023 Q4	$8.33K	Sell	53 -40	-43%	-$6.05K	﹤0.01%	443
2023 Q3	$14.5K	Hold	93	–	–	0.01%	381
2023 Q2	$16.7K	Hold	93	–	–	0.01%	393
2023 Q1	$18K	Sell	93 -50	-35%	-$9.17K	0.01%	298
2022 Q4	$24.9K	Buy	143 +35	+32%	+$6.06K	0.01%	242
2022 Q3	$17K	Hold	108	–	–	0.01%	271
2022 Q2	$20K	Buy	108 +5	+5%	+$912	0.01%	259
2022 Q1	$22K	Buy	+103	New	+$21.9K	0.01%	248

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

Oliver Lagore Vanvalin Investment Group's UPS Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in United Parcel Service (UPS) in Q2 2025: 2 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UPS as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UPS in Q1 2022 and has held it in 13 quarters since. The position peaked at $24.9K in Q4 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2 shares of United Parcel Service worth $178 as of Q2 2025.
United Parcel Service was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
United Parcel Service made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #629 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in United Parcel Service in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's United Parcel Service position peaked at $24.9K in Q4 2022.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.