3Chopt Investment Partners’s United Parcel Service UPS Stock Holding History

3Chopt Investment Partners’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	-2,483	Closed	-$273K	–	247
2025 Q1	$273K	Buy	+2,483	New	+$297K	0.07%	181
2024 Q3	–	Sell	-2,649	Closed	-$363K	–	174
2024 Q2	$363K	Buy	+2,649	New	+$379K	0.11%	144
2024 Q1	–	Sell	-2,284	Closed	-$359K	–	157
2023 Q4	$359K	Buy	+2,284	New	+$345K	0.13%	129
2023 Q3	–	Sell	-2,022	Closed	-$362K	–	131
2023 Q2	$362K	Sell	2,022 -79	-4%	-$14K	0.18%	105
2023 Q1	$408K	Buy	2,101 +496	+31%	+$91K	0.22%	104
2022 Q4	$279K	Buy	+1,605	New	+$278K	0.15%	116

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

3Chopt Investment Partners's UPS Position: Q2 2025 in Review

3Chopt Investment Partners sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,483 shares — an estimated $273K sold.

3Chopt Investment Partners first reported a position in UPS in Q4 2022 and held it in 6 quarters. The position peaked at $408K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

3Chopt Investment Partners reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
3Chopt Investment Partners sold 2,483 United Parcel Service shares in Q2 2025, an estimated $273K.
3Chopt Investment Partners first reported a position in United Parcel Service in Q4 2022 and held it in 6 quarters.
3Chopt Investment Partners's United Parcel Service position peaked at $408K in Q1 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.