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Abner Herrman & Brock’s United Parcel Service UPS Stock Holding History

Abner Herrman & Brock’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
Q3 		– Sell
-10,550
Closed -$1.06M – 116
2025
Q2 		$1.06M Hold
10,550
– – 0.12% 49
2025
Q1 		$1.16M Sell
10,550
-211
-2% -$25.2K 0.15% 47
2024
Q4 		$1.36M Sell
10,761
-55,012
-84% -$7.24M 0.17% 48
2024
Q3 		$8.97M Sell
65,773
-6,022
-8% -$791K 1.08% 38
2024
Q2 		$9.82M Buy
71,795
+2,614
+4% +$374K 1.24% 34
2024
Q1 		$10.3M Buy
69,181
+1,594
+2% +$242K 1.28% 37
2023
Q4 		$10.6M Sell
67,587
-1,860
-3% -$281K 1.49% 32
2023
Q3 		$10.8M Sell
69,447
-5
-0% -$863 1.66% 31
2023
Q2 		$12.4M Buy
69,452
+1,413
+2% +$251K 1.83% 28
2023
Q1 		$13.2M Sell
68,039
-8,720
-11% -$1.6M 1.99% 30
2022
Q4 		$13.3M Buy
76,759
+410
+0.5% +$71K 2.05% 29
2022
Q3 		$12.3M Buy
76,349
+1,228
+2% +$233K 2.26% 23
2022
Q2 		$13.7M Sell
75,121
-10,822
-13% -$1.97M 2.37% 22
2022
Q1 		$18.4M Sell
85,943
-104
-0.1% -$22.1K 2.59% 15
2021
Q4 		$18.4M Buy
86,047
+1,420
+2% +$289K 2.4% 17
2021
Q3 		$15.4M Buy
84,627
+723
+0.9% +$143K 2.17% 20
2021
Q2 		$17.4M Buy
83,904
+345
+0.4% +$69K 2.44% 14
2021
Q1 		$14.2M Buy
83,559
+21,252
+34% +$3.44M 2.15% 21
2020
Q4 		$10.5M Buy
62,307
+14,185
+29% +$2.39M 1.63% 28
2020
Q3 		$8.02M Buy
+48,122
New +$7.01M 1.35% 29
2019
Q1 		– Sell
-2,677
Closed -$261K – 129
2018
Q4 		$261K Sell
2,677
-75
-3% -$8.13K 0.05% 96
2018
Q3 		$321K Sell
2,752
-97
-3% -$11.4K 0.05% 102
2018
Q2 		$303K Sell
2,849
-25
-0.9% -$2.81K 0.05% 104
2018
Q1 		$301K Buy
2,874
+140
+5% +$16.2K 0.05% 106
2017
Q4 		$326K Buy
2,734
+546
+25% +$64.2K 0.05% 102
2017
Q3 		$263K Buy
+2,188
New +$249K 0.05% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abner Herrman & Brock's UPS Position: Q3 2025 in Review

Abner Herrman & Brock sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 10,550 shares — an estimated $1.06M sold.

Abner Herrman & Brock first reported a position in UPS in Q3 2017 and held it in 26 quarters. The position peaked at $18.4M in Q4 2021. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Abner Herrman & Brock reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Abner Herrman & Brock sold 10,550 United Parcel Service shares in Q3 2025, an estimated $1.06M.
  • Abner Herrman & Brock first reported a position in United Parcel Service in Q3 2017 and held it in 26 quarters.
  • Abner Herrman & Brock's United Parcel Service position peaked at $18.4M in Q4 2021.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Abner Herrman & Brock's 13F filing for Q3 2025, filed 14 Oct 2025.