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Adapt Investment Managers’s United Parcel Service UPS Stock Holding History

Adapt Investment Managers’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
-145,899
Closed -$18.4M – 114
2024
Q4 		$18.4M Buy
+145,899
New +$19.2M 0.48% 58

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adapt Investment Managers's UPS Position: Q1 2025 in Review

Adapt Investment Managers sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 145,899 shares — an estimated $18.4M sold.

Adapt Investment Managers first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $18.4M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Adapt Investment Managers reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Adapt Investment Managers sold 145,899 United Parcel Service shares in Q1 2025, an estimated $18.4M.
  • Adapt Investment Managers first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
  • Adapt Investment Managers's United Parcel Service position peaked at $18.4M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Adapt Investment Managers's 13F filing for Q1 2025, filed 14 May 2025.