Slagle Financial’s United Parcel Service UPS Stock Holding History

Slagle 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 Q2	–	Sell	-21,053	Closed	-$2.32M	–	125
2025 Q1	$2.32M	Buy	21,053 +140	+0.7%	+$16.7K	1.03%	38
2024 Q4	$2.64M	Buy	20,913 +668	+3%	+$87.9K	1.19%	30
2024 Q3	$2.76M	Buy	20,245 +2,313	+13%	+$304K	1.23%	29
2024 Q2	$2.45M	Buy	17,932 +1,383	+8%	+$198K	1.26%	29
2024 Q1	$2.46M	Sell	16,549 -12,279	-43%	-$1.87M	1.33%	23
2023 Q4	$2.27M	Buy	28,828 +14,637	+103%	+$2.21M	1.3%	31
2023 Q3	$2.21M	Buy	14,191 +648	+5%	+$112K	1.36%	25
2023 Q2	$2.43M	Buy	+13,543	New	+$2.4M	1.51%	19

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

Slagle Financial's UPS Position: Q2 2025 in Review

Slagle Financial sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 21,053 shares — an estimated $2.32M sold.

Slagle Financial first reported a position in UPS in Q2 2023 and held it in 8 quarters. The position peaked at $2.76M in Q3 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Slagle Financial reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Slagle Financial sold 21,053 United Parcel Service shares in Q2 2025, an estimated $2.32M.
Slagle Financial first reported a position in United Parcel Service in Q2 2023 and held it in 8 quarters.
Slagle Financial's United Parcel Service position peaked at $2.76M in Q3 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Slagle Financial's 13F filing for Q2 2025, filed 11 Aug 2025.