TA
UPS icon

TFG Advisers’s United Parcel Service UPS Stock Holding History

TFG Advisers’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 		$833K Buy
8,252
+453
+6% +$44.6K 0.29% 94
2025
Q1 		$858K Sell
7,799
-1
-0% -$120 0.31% 85
2024
Q4 		$984K Buy
7,800
+375
+5% +$49.4K 0.35% 77
2024
Q3 		$1.01M Sell
7,425
-63
-0.8% -$8.27K 0.36% 74
2024
Q2 		$1.02M Sell
7,488
-79
-1% -$11.3K 0.4% 70
2024
Q1 		$1.12M Sell
7,567
-74
-1% -$11.2K 0.44% 66
2023
Q4 		$1.2M Sell
7,641
-221
-3% -$33.4K 0.5% 59
2023
Q3 		$1.23M Sell
7,862
-176
-2% -$30.4K 0.58% 49
2023
Q2 		$1.44M Buy
8,038
+372
+5% +$66K 0.66% 42
2023
Q1 		$1.49M Buy
7,666
+329
+4% +$60.4K 0.72% 38
2022
Q4 		$1.28M Buy
7,337
+83
+1% +$14.4K 0.65% 42
2022
Q3 		$1.17M Buy
7,254
+57
+0.8% +$10.8K 0.65% 44
2022
Q2 		$1.31M Buy
7,197
+97
+1% +$17.7K 0.7% 39
2022
Q1 		$1.52M Buy
7,100
+14
+0.2% +$2.98K 0.7% 39
2021
Q4 		$1.52M Buy
7,086
+135
+2% +$27.5K 0.66% 42
2021
Q3 		$1.27M Buy
6,951
+483
+7% +$95.3K 0.61% 51
2021
Q2 		$1.34M Buy
6,468
+185
+3% +$37K 0.65% 49
2021
Q1 		$1.07M Buy
6,283
+217
+4% +$35.1K 0.55% 57
2020
Q4 		$1.02M Buy
6,066
+64
+1% +$10.8K 0.54% 59
2020
Q3 		$1M Buy
6,002
+370
+7% +$53.9K 0.58% 57
2020
Q2 		$626K Buy
5,632
+412
+8% +$41.1K 0.41% 73
2020
Q1 		$487K Buy
5,220
+573
+12% +$59.4K 0.39% 79
2019
Q4 		$544K Buy
4,647
+255
+6% +$30.2K 0.31% 89
2019
Q3 		$526K Buy
4,392
+67
+2% +$7.66K 0.35% 87
2019
Q2 		$446K Buy
4,325
+148
+4% +$15.4K 0.3% 96
2019
Q1 		$466K Buy
4,177
+99
+2% +$10.5K 0.34% 92
2018
Q4 		$397K Buy
+4,078
New +$442K 0.33% 97

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

TFG Advisers's UPS Position: Q2 2025 in Review

TFG Advisers increased its United Parcel Service (UPS) stake by 5.8% in Q2 2025, buying an estimated $44.6K and bringing the position to 8,252 shares worth $833K. The position accounts for 0.29% of the portfolio, ranked #94.

TFG Advisers first reported a position in UPS in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.52M in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • TFG Advisers held 8,252 shares of United Parcel Service worth $833K as of Q2 2025.
  • TFG Advisers bought 453 United Parcel Service shares in Q2 2025, an estimated $44.6K.
  • United Parcel Service made up 0.29% of TFG Advisers's portfolio in Q2 2025, its #94 holding.
  • TFG Advisers first reported a position in United Parcel Service in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's United Parcel Service position peaked at $1.52M in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.