SageOak Financial’s United Parcel Service UPS Stock Holding History

SageOak Financial’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	-3,522	Closed	-$444K	–	42
2024 Q4	$444K	Buy	+3,522	New	+$464K	0.41%	33

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

SageOak Financial's UPS Position: Q1 2025 in Review

SageOak Financial sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 3,522 shares — an estimated $444K sold.

SageOak Financial first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $444K in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

SageOak Financial reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
SageOak Financial sold 3,522 United Parcel Service shares in Q1 2025, an estimated $444K.
SageOak Financial first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
SageOak Financial's United Parcel Service position peaked at $444K in Q4 2024.
2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on SageOak Financial's 13F filing for Q1 2025, filed 2 May 2025.