TFS
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Thoroughbred Financial Services’s United Parcel Service UPS Stock Holding History

Thoroughbred Financial Services’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
-4,094
Closed -$450K – 701
2025
Q1 		$450K Buy
4,094
+9
+0.2% +$1.08K 0.03% 446
2024
Q4 		$515K Sell
4,085
-153
-4% -$20.1K 0.03% 393
2024
Q3 		$577K Sell
4,238
-125
-3% -$16.4K 0.04% 366
2024
Q2 		$597K Buy
4,363
+2,246
+106% +$322K 0.04% 356
2024
Q1 		$314K Sell
2,117
-2,553
-55% -$388K 0.03% 368
2023
Q4 		$734K Sell
4,670
-324
-6% -$49K 0.06% 295
2023
Q3 		$778K Buy
4,994
+2,164
+76% +$374K 0.08% 264
2023
Q2 		$507K Sell
2,830
-77
-3% -$13.7K 0.07% 255
2023
Q1 		$564K Buy
2,907
+68
+2% +$12.5K 0.08% 238
2022
Q4 		$493K Buy
2,839
+152
+6% +$26.3K 0.08% 241
2022
Q3 		$434K Buy
2,687
+77
+3% +$14.6K 0.08% 228
2022
Q2 		$476K Sell
2,610
-2
-0.1% -$365 0.09% 223
2022
Q1 		$560K Buy
2,612
+590
+29% +$125K 0.09% 206
2021
Q4 		$433K Buy
2,022
+580
+40% +$118K 0.09% 216
2021
Q3 		$262K Hold
1,442
– – 0.06% 261
2021
Q2 		$300K Sell
1,442
-12
-0.8% -$2.4K 0.08% 237
2021
Q1 		$247K Buy
+1,454
New +$235K 0.07% 244

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

Thoroughbred Financial Services's UPS Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,094 shares — an estimated $450K sold.

Thoroughbred Financial Services first reported a position in UPS in Q1 2021 and held it in 17 quarters. The position peaked at $778K in Q3 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,094 United Parcel Service shares in Q2 2025, an estimated $450K.
  • Thoroughbred Financial Services first reported a position in United Parcel Service in Q1 2021 and held it in 17 quarters.
  • Thoroughbred Financial Services's United Parcel Service position peaked at $778K in Q3 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.