Sunpointe’s United Parcel Service UPS Stock Holding History

Sunpointe’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	-2,091	Closed	-$230K	–	244
2025 Q1	$230K	Buy	2,091 +41	+2%	+$4.9K	0.12%	160
2024 Q4	$258K	Sell	2,050 -127	-6%	-$16.7K	0.13%	142
2024 Q3	$297K	Buy	2,177 +91	+4%	+$11.9K	0.24%	102
2024 Q2	$285K	Sell	2,086 -445	-18%	-$63.7K	0.19%	113
2024 Q1	$376K	Buy	2,531 +24	+1%	+$3.65K	0.42%	72
2023 Q4	$394K	Buy	+2,507	New	+$379K	0.5%	60

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

Sunpointe's UPS Position: Q2 2025 in Review

Sunpointe sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,091 shares — an estimated $230K sold.

Sunpointe first reported a position in UPS in Q4 2023 and held it in 6 quarters. The position peaked at $394K in Q4 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Sunpointe reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Sunpointe sold 2,091 United Parcel Service shares in Q2 2025, an estimated $230K.
Sunpointe first reported a position in United Parcel Service in Q4 2023 and held it in 6 quarters.
Sunpointe's United Parcel Service position peaked at $394K in Q4 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Sunpointe's 13F filing for Q2 2025, filed 9 Jul 2025.