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Talon Private Wealth’s United Parcel Service UPS Stock Holding History

Talon Private Wealth’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 		$5.05K Buy
+50
New +$4.92K ﹤0.01% 265
2025
Q1 		– Sell
-25
Closed -$3.15K – 294
2024
Q4 		$3.15K Hold
25
– – ﹤0.01% 253
2024
Q3 		$3.41K Buy
+25
New +$3.28K ﹤0.01% 248

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Talon Private Wealth's UPS Position: Q2 2025 in Review

Talon Private Wealth opened a new position in United Parcel Service (UPS) in Q2 2025: 50 shares worth $5.05K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in UPS as recently as Q4 2024.

Talon Private Wealth first reported a position in UPS in Q3 2024 and has held it in 3 quarters since. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Talon Private Wealth held 50 shares of United Parcel Service worth $5.05K as of Q2 2025.
  • United Parcel Service was a new Talon Private Wealth position in Q2 2025.
  • United Parcel Service made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #265 holding.
  • Talon Private Wealth first reported a position in United Parcel Service in Q3 2024 and has held it in 3 quarters since.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.