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Tradewinds LLC’s United Parcel Service UPS Stock Holding History

Tradewinds LLC’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
-4,584
Closed -$504K – 241
2025
Q1 		$504K Buy
4,584
+11
+0.2% +$1.31K 0.14% 116
2024
Q4 		$521K Buy
4,573
+86
+2% +$11.3K 0.14% 116
2024
Q3 		$612K Buy
4,487
+81
+2% +$10.6K 0.19% 101
2024
Q2 		$603K Buy
+4,406
New +$631K 0.19% 97
2023
Q3 		$642K Sell
4,121
-46
-1% -$7.94K 0.38% 42
2023
Q2 		$747K Buy
4,167
+396
+11% +$70.3K 0.44% 40
2023
Q1 		$732K Buy
+3,771
New +$692K 0.44% 40
2022
Q4 		– Sell
-3,743
Closed -$605K – 202
2022
Q3 		$605K Buy
3,743
+55
+1% +$10.4K 0.44% 42
2022
Q2 		$673K Buy
+3,688
New +$673K 0.46% 44

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

Tradewinds LLC's UPS Position: Q2 2025 in Review

Tradewinds LLC sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,584 shares — an estimated $504K sold.

Tradewinds LLC first reported a position in UPS in Q2 2022 and held it in 9 quarters. The position peaked at $747K in Q2 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Tradewinds LLC reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Tradewinds LLC sold 4,584 United Parcel Service shares in Q2 2025, an estimated $504K.
  • Tradewinds LLC first reported a position in United Parcel Service in Q2 2022 and held it in 9 quarters.
  • Tradewinds LLC's United Parcel Service position peaked at $747K in Q2 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.