Washburn Capital Management’s United Parcel Service UPS Stock Holding History

Washburn Capital 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 Q2	–	Sell	-9,220	Closed	-$1.01M	–	59
2025 Q1	$1.01M	Buy	+9,220	New	+$1.1M	0.67%	22
2022 Q2	–	Sell	-5,864	Closed	-$1.26M	–	61
2022 Q1	$1.26M	Sell	5,864 -806	-12%	-$171K	0.82%	21
2021 Q4	$1.43M	Sell	6,670 -200	-3%	-$40.7K	0.85%	22
2021 Q3	$1.25M	Sell	6,870 -275	-4%	-$54.3K	0.82%	22
2021 Q2	$1.49M	Sell	7,145 -260	-4%	-$52K	0.99%	20
2021 Q1	$1.26M	Sell	7,405 -165	-2%	-$26.7K	0.85%	24
2020 Q4	$1.27M	Buy	7,570 +1,175	+18%	+$198K	0.89%	26
2020 Q3	$1.07M	Buy	6,395 +2,820	+79%	+$411K	0.84%	26
2020 Q2	$397K	Buy	+3,575	New	+$357K	0.37%	37

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

Washburn Capital Management's UPS Position: Q2 2025 in Review

Washburn Capital Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 9,220 shares — an estimated $1.01M sold.

Washburn Capital Management first reported a position in UPS in Q2 2020 and held it in 9 quarters. The position peaked at $1.49M in Q2 2021. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Washburn Capital Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Washburn Capital Management sold 9,220 United Parcel Service shares in Q2 2025, an estimated $1.01M.
Washburn Capital Management first reported a position in United Parcel Service in Q2 2020 and held it in 9 quarters.
Washburn Capital Management's United Parcel Service position peaked at $1.49M in Q2 2021.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Washburn Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.