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

AlphaStar 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 Q3	–	Sell	-5,943	Closed	-$600K	–	350
2025 Q2	$600K	Buy	+5,943	New	+$585K	0.04%	209
2024 Q4	–	Sell	-8,547	Closed	-$1.17M	–	367
2024 Q3	$1.17M	Buy	8,547 +3,306	+63%	+$434K	0.09%	144
2024 Q2	$717K	Buy	+5,241	New	+$750K	0.07%	163
2023 Q2	–	Sell	-1,751	Closed	-$304K	–	288
2023 Q1	$304K	Hold	1,751	–	–	0.03%	226
2022 Q4	$304K	Buy	1,751 +170	+11%	+$29.4K	0.03%	254
2022 Q3	$255K	Buy	1,581 +89	+6%	+$16.9K	0.03%	257
2022 Q2	$272K	Buy	1,492 +18	+1%	+$3.28K	0.03%	286
2022 Q1	$316K	Buy	1,474 +22	+2%	+$4.67K	0.03%	300
2021 Q4	$300K	Sell	1,452 -2	-0.1%	-$407	0.02%	309
2021 Q3	$290K	Buy	+1,454	New	+$287K	0.02%	315

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaStar Capital Management's UPS Position: Q3 2025 in Review

AlphaStar Capital Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 5,943 shares — an estimated $600K sold.

AlphaStar Capital Management first reported a position in UPS in Q3 2021 and held it in 10 quarters. The position peaked at $1.17M in Q3 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

AlphaStar Capital Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
AlphaStar Capital Management sold 5,943 United Parcel Service shares in Q3 2025, an estimated $600K.
AlphaStar Capital Management first reported a position in United Parcel Service in Q3 2021 and held it in 10 quarters.
AlphaStar Capital Management's United Parcel Service position peaked at $1.17M in Q3 2024.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.