Agate Pass Investment Management’s United Parcel Service UPS Stock Holding History

Agate Pass Investment 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	-9,235	Closed	-$1.02M	–	110
2025 Q1	$1.02M	Buy	9,235 +4,450	+93%	+$532K	0.43%	65
2024 Q4	$603K	Buy	+4,785	New	+$630K	0.27%	81

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

Agate Pass Investment Management's UPS Position: Q2 2025 in Review

Agate Pass Investment Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 9,235 shares — an estimated $1.02M sold.

Agate Pass Investment Management first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Agate Pass Investment Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Agate Pass Investment Management sold 9,235 United Parcel Service shares in Q2 2025, an estimated $1.02M.
Agate Pass Investment Management first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
Agate Pass Investment Management's United Parcel Service position peaked at $1.02M in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Agate Pass Investment Management's 13F filing for Q2 2025, filed 24 Jul 2025.