von Borstel & Associates’s United Parcel Service UPS Stock Holding History

von Borstel & Associates’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	-128	Closed	-$14K	–	127
2025 Q1	$14K	Buy	+128	New	+$15.3K	﹤0.01%	135

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

von Borstel & Associates's UPS Position: Q2 2025 in Review

von Borstel & Associates sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 128 shares — an estimated $14K sold.

von Borstel & Associates first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

von Borstel & Associates reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 128 United Parcel Service shares in Q2 2025, an estimated $14K.
von Borstel & Associates first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's United Parcel Service position peaked at $14K in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.