VHAM
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Van Hulzen Asset Management’s United Parcel Service UPS Stock Holding History

Van Hulzen 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
-15,974
Closed -$2.01M – 1066
2024
Q4 		$2.01M Buy
15,974
+1,100
+7% +$145K 0.15% 116
2024
Q3 		$2.03M Buy
14,874
+5,529
+59% +$726K 0.15% 116
2024
Q2 		$1.28M Sell
9,345
-150
-2% -$21.5K 0.09% 141
2024
Q1 		$1.41M Sell
9,495
-120
-1% -$18.2K 0.09% 140
2023
Q4 		$1.51M Buy
9,615
+1,851
+24% +$280K 0.11% 127
2023
Q3 		$1.21M Buy
7,764
+5,898
+316% +$1.02M 0.09% 138
2023
Q2 		$334K Buy
+1,866
New +$331K 0.03% 226
2022
Q2 		– Sell
-2,133
Closed -$457K – 326
2022
Q1 		$457K Buy
2,133
+41
+2% +$8.71K 0.05% 178
2021
Q4 		$448K Buy
2,092
+385
+23% +$78.3K 0.05% 189
2021
Q3 		$311K Hold
1,707
– – 0.05% 210
2021
Q2 		$355K Buy
1,707
+42
+3% +$8.4K 0.05% 188
2021
Q1 		$283K Buy
1,665
+249
+18% +$40.3K 0.05% 203
2020
Q4 		$238K Buy
+1,416
New +$239K 0.04% 242
2018
Q2 		– Sell
-11,863
Closed -$1.24M – 221
2018
Q1 		$1.24M Buy
11,863
+7,388
+165% +$854K 0.38% 67
2017
Q4 		$533K Buy
+4,475
New +$526K 0.16% 114
2017
Q1 		– Sell
-2,453
Closed -$281K – 146
2016
Q4 		$281K Buy
+2,453
New +$276K 0.13% 103
2016
Q3 		– Sell
-2,553
Closed -$275K – 170
2016
Q2 		$275K Buy
2,553
+100
+4% +$10.4K 0.16% 92
2016
Q1 		$259K Sell
2,453
-23,812
-91% -$2.31M 0.15% 95
2015
Q4 		$2.53M Sell
26,265
-100
-0.4% -$10.2K 1.57% 20
2015
Q3 		$2.6M Sell
26,365
-5,000
-16% -$494K 1.68% 18
2015
Q2 		$3.04M Buy
31,365
+21,357
+213% +$2.12M 1.64% 15
2015
Q1 		$970K Sell
10,008
-5,200
-34% -$534K 0.59% 56
2014
Q4 		$1.69M Hold
15,208
– – 1.17% 27
2014
Q3 		$1.5M Buy
15,208
+5,100
+50% +$507K 1.52% 27
2014
Q2 		$1.04M Hold
10,108
– – 0.89% 42
2014
Q1 		$984K Buy
+10,108
New +$985K 1% 38

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Van Hulzen Asset Management's UPS Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 15,974 shares — an estimated $2.01M sold.

Van Hulzen Asset Management first reported a position in UPS in Q1 2014 and held it in 26 quarters. The position peaked at $3.04M in Q2 2015. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 15,974 United Parcel Service shares in Q1 2025, an estimated $2.01M.
  • Van Hulzen Asset Management first reported a position in United Parcel Service in Q1 2014 and held it in 26 quarters.
  • Van Hulzen Asset Management's United Parcel Service position peaked at $3.04M in Q2 2015.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.