AECF
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Annie E. Casey Foundation’s United Parcel Service UPS Stock Holding History

Annie E. Casey Foundation’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 		$35.2M Hold
421,036
– – 100% 1
2025
Q2 		$42.5M Hold
421,036
– – 100% 1
2025
Q1 		$46.3M Hold
421,036
– – 62.53% 1
2024
Q4 		$53.1M Buy
+421,036
New +$55.4M 77.79% 1

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annie E. Casey Foundation's UPS Position: Q3 2025 in Review

Annie E. Casey Foundation held its United Parcel Service (UPS) position steady in Q3 2025 at 421,036 shares worth $35.2M. The position accounts for 100% of the portfolio, ranked #1.

Annie E. Casey Foundation first reported a position in UPS in Q4 2024 and has held it in 4 quarters since. The position peaked at $53.1M in Q4 2024. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Annie E. Casey Foundation held 421,036 shares of United Parcel Service worth $35.2M as of Q3 2025.
  • Annie E. Casey Foundation left its United Parcel Service share count unchanged in Q3 2025.
  • United Parcel Service made up 100% of Annie E. Casey Foundation's portfolio in Q3 2025, its #1 holding.
  • Annie E. Casey Foundation first reported a position in United Parcel Service in Q4 2024 and has held it in 4 quarters since.
  • Annie E. Casey Foundation's United Parcel Service position peaked at $53.1M in Q4 2024.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Annie E. Casey Foundation's 13F filing for Q3 2025, filed 6 Nov 2025.