Orrstown Financial Services’s United Parcel Service UPS Stock Holding History

Orrstown Financial Services’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 Q3	–	Sell	-2,105	Closed	-$212K	–	141
2025 Q2	$212K	Buy	+2,105	New	+$207K	0.04%	137
2019 Q4	–	Sell	-425	Closed	-$50K	–	203
2019 Q3	$50K	Hold	425	–	–	0.07%	134
2019 Q2	$44K	Buy	425 +125	+42%	+$13K	0.06%	134
2019 Q1	$34K	Hold	300	–	–	0.05%	146
2018 Q4	$29K	Buy	+300	New	+$32.5K	0.04%	133
2018 Q3	–	Sell	-13	Closed	-$1K	–	296
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	308
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	333
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	315
2017 Q3	$2K	Buy	+13	New	+$1.48K	﹤0.01%	304

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return