S.E.E.D. Planning Group’s United Parcel Service UPS Stock Holding History

S.E.E.D. Planning 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	–	Sell	-80,516	Closed	-$8.86M	–	76
2025 Q1	$8.86M	Buy	80,516 +76,566	+1,938%	+$9.16M	2.98%	11
2024 Q4	$498K	Buy	+3,950	New	+$520K	0.17%	67

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

S.E.E.D. Planning Group's UPS Position: Q2 2025 in Review

S.E.E.D. Planning Group sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 80,516 shares — an estimated $8.86M sold.

S.E.E.D. Planning Group first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $8.86M in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

S.E.E.D. Planning Group reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
S.E.E.D. Planning Group sold 80,516 United Parcel Service shares in Q2 2025, an estimated $8.86M.
S.E.E.D. Planning Group first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
S.E.E.D. Planning Group's United Parcel Service position peaked at $8.86M in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2025, filed 8 Jul 2025.