Rahlfs Capital’s United Parcel Service UPS Stock Holding History

Rahlfs 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 Q1	–	Sell	-1,850	Closed	-$233K	–	80
2024 Q4	$233K	Buy	+1,850	New	+$243K	0.23%	73

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Rahlfs Capital's UPS Position: Q1 2025 in Review

Rahlfs Capital sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,850 shares — an estimated $233K sold.

Rahlfs Capital first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Rahlfs Capital reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Rahlfs Capital sold 1,850 United Parcel Service shares in Q1 2025, an estimated $233K.
Rahlfs Capital first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
Rahlfs Capital's United Parcel Service position peaked at $233K in Q4 2024.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Rahlfs Capital's 13F filing for Q1 2025, filed 14 May 2025.