Titleist Asset Management’s United Parcel Service UPS Stock Holding History

Titleist Asset 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 Q1	–	Sell	-2,618	Closed	-$330K	–	325
2024 Q4	$330K	Sell	2,618 -559	-18%	-$73.6K	0.04%	233
2024 Q3	$433K	Buy	+3,177	New	+$417K	0.06%	186
2024 Q2	–	Sell	-1,678	Closed	-$249K	–	273
2024 Q1	$249K	Buy	1,678 +81	+5%	+$12.3K	0.04%	224
2023 Q4	$251K	Buy	+1,597	New	+$241K	0.05%	195
2023 Q3	–	Sell	-1,391	Closed	-$249K	–	231
2023 Q2	$249K	Sell	1,391 -842	-38%	-$150K	0.05%	190
2023 Q1	$433K	Buy	+2,233	New	+$410K	0.09%	141

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Titleist Asset Management's UPS Position: Q1 2025 in Review

Titleist Asset Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,618 shares — an estimated $330K sold.

Titleist Asset Management first reported a position in UPS in Q1 2023 and held it in 6 quarters. The position peaked at $433K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

Titleist Asset Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
Titleist Asset Management sold 2,618 United Parcel Service shares in Q1 2025, an estimated $330K.
Titleist Asset Management first reported a position in United Parcel Service in Q1 2023 and held it in 6 quarters.
Titleist Asset Management's United Parcel Service position peaked at $433K in Q1 2023.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Titleist Asset Management's 13F filing for Q1 2025, filed 15 May 2025.