Patrick Mauro Investment Advisor’s United Parcel Service UPS Stock Holding History

Patrick Mauro Investment Advisor’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	-2,870	Closed	-$316K	–	43
2025 Q1	$316K	Sell	2,870 -2,210	-44%	-$264K	0.17%	40
2024 Q4	$641K	Buy	5,080 +10	+0.2%	+$1.32K	0.37%	37
2024 Q3	$691K	Buy	5,070 +155	+3%	+$20.4K	0.36%	37
2024 Q2	$673K	Sell	4,915 -325	-6%	-$46.5K	0.39%	37
2024 Q1	$779K	Sell	5,240 -1,470	-22%	-$223K	0.44%	37
2023 Q4	$1.06M	Buy	6,710 +1,750	+35%	+$265K	0.63%	33
2023 Q3	$773K	Sell	4,960 -1,280	-21%	-$221K	0.5%	35
2023 Q2	$1.12M	Sell	6,240 -720	-10%	-$128K	0.69%	33
2023 Q1	$1.35M	Sell	6,960 -4,021	-37%	-$738K	0.84%	32
2022 Q4	$1.91M	Sell	10,981 -4,632	-30%	-$802K	1.24%	32
2022 Q3	$2.52M	Buy	+15,613	New	+$2.96M	1.82%	22

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Patrick Mauro Investment Advisor's UPS Position: Q2 2025 in Review

Patrick Mauro Investment Advisor sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,870 shares — an estimated $316K sold.

Patrick Mauro Investment Advisor first reported a position in UPS in Q3 2022 and held it in 11 quarters. The position peaked at $2.52M in Q3 2022. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Patrick Mauro Investment Advisor reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Patrick Mauro Investment Advisor sold 2,870 United Parcel Service shares in Q2 2025, an estimated $316K.
Patrick Mauro Investment Advisor first reported a position in United Parcel Service in Q3 2022 and held it in 11 quarters.
Patrick Mauro Investment Advisor's United Parcel Service position peaked at $2.52M in Q3 2022.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2025, filed 12 Aug 2025.