PSI Advisors’s United Parcel Service UPS Stock Holding History

PSI Advisors’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	-3,850	Closed	-$389K	–	143
2025 Q2	$389K	Buy	3,850 +1,623	+73%	+$160K	0.19%	70
2025 Q1	$245K	Buy	2,227 +771	+53%	+$92.2K	0.08%	111
2024 Q4	$184K	Buy	1,456 +1,207	+485%	+$159K	0.05%	131
2024 Q3	$33.9K	Buy	249 +200	+408%	+$26.3K	0.01%	328
2024 Q2	$6.71K	Buy	49 +21	+75%	+$3.01K	﹤0.01%	580
2024 Q1	$4.16K	Hold	28	–	–	﹤0.01%	606
2023 Q4	$4.4K	Hold	28	–	–	﹤0.01%	647
2023 Q3	$4.36K	Sell	28 -250	-90%	-$43.2K	﹤0.01%	611
2023 Q2	$49.8K	Buy	278 +250	+893%	+$44.4K	0.02%	243
2023 Q1	$5.43K	Hold	28	–	–	﹤0.01%	520
2022 Q4	$4.87K	Sell	28 -68	-71%	-$11.8K	﹤0.01%	517
2022 Q3	$16K	Hold	96	–	–	0.01%	360
2022 Q2	$18K	Sell	96 -90	-48%	-$16.4K	0.01%	368
2022 Q1	$40K	Hold	186	–	–	0.02%	288
2021 Q4	$40K	Hold	186	–	–	0.02%	302
2021 Q3	$34K	Buy	+186	New	+$36.7K	0.02%	324
2020 Q1	–	Sell	-68	Closed	-$7K	–	558
2019 Q4	$7K	Buy	+68	New	+$8.05K	﹤0.01%	510

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