American Trust Investment Advisors’s United Parcel Service UPS Stock Holding History

American Trust Investment Advisors’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	-7,160	Closed	-$788K	–	98
2025 Q1	$788K	Buy	7,160 +1,810	+34%	+$216K	0.33%	64
2024 Q4	$675K	Buy	5,350 +1,310	+32%	+$172K	0.28%	66
2024 Q3	$551K	Buy	+4,040	New	+$530K	0.23%	69

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

American Trust Investment Advisors's UPS Position: Q2 2025 in Review

American Trust Investment Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 7,160 shares — an estimated $788K sold.

American Trust Investment Advisors first reported a position in UPS in Q3 2024 and held it in 3 quarters. The position peaked at $788K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

American Trust Investment Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
American Trust Investment Advisors sold 7,160 United Parcel Service shares in Q2 2025, an estimated $788K.
American Trust Investment Advisors first reported a position in United Parcel Service in Q3 2024 and held it in 3 quarters.
American Trust Investment Advisors's United Parcel Service position peaked at $788K in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.