Strategic Equity Management’s United Parcel Service UPS Stock Holding History

Strategic Equity Management’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	-9,688	Closed	-$1.07M	–	77
2025 Q1	$1.07M	Hold	9,688	–	–	0.45%	23
2024 Q4	$1.22M	Buy	+9,688	New	+$1.28M	0.51%	22
2023 Q4	–	Sell	-3,023	Closed	-$471K	–	40
2023 Q3	$471K	Hold	3,023	–	–	0.18%	28
2023 Q2	$542K	Buy	3,023 +23	+0.8%	+$4.08K	0.19%	29
2023 Q1	$582K	Hold	3,000	–	–	0.21%	31
2022 Q4	$522K	Hold	3,000	–	–	0.2%	25
2022 Q3	$485K	Buy	+3,000	New	+$568K	0.2%	26

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

Strategic Equity Management's UPS Position: Q2 2025 in Review

Strategic Equity Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 9,688 shares — an estimated $1.07M sold.

Strategic Equity Management first reported a position in UPS in Q3 2022 and held it in 7 quarters. The position peaked at $1.22M in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Strategic Equity Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Strategic Equity Management sold 9,688 United Parcel Service shares in Q2 2025, an estimated $1.07M.
Strategic Equity Management first reported a position in United Parcel Service in Q3 2022 and held it in 7 quarters.
Strategic Equity Management's United Parcel Service position peaked at $1.22M in Q4 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Strategic Equity Management's 13F filing for Q2 2025, filed 11 Aug 2025.