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Atwater Malick’s United Parcel Service UPS Stock Holding History

Atwater Malick’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
-30,364
Closed -$3.06M – 87
2025
Q2 		$3.06M Buy
30,364
+3,077
+11% +$303K 0.97% 23
2025
Q1 		$3M Buy
27,287
+2,852
+12% +$341K 1.02% 23
2024
Q4 		$3.08M Sell
24,435
-1,387
-5% -$183K 1.03% 24
2024
Q3 		$3.52M Sell
25,822
-2,586
-9% -$340K 1.13% 23
2024
Q2 		$3.89M Sell
28,408
-1,232
-4% -$176K 1.34% 23
2024
Q1 		$4.41M Sell
29,640
-1,692
-5% -$257K 1.55% 24
2023
Q4 		$4.93M Buy
31,332
+1,526
+5% +$231K 1.93% 24
2023
Q3 		$4.65M Buy
29,806
+436
+1% +$75.3K 2.04% 23
2023
Q2 		$5.26M Buy
29,370
+1,921
+7% +$341K 2.25% 22
2023
Q1 		$5.32M Buy
27,449
+808
+3% +$148K 2.5% 21
2022
Q4 		$4.63M Buy
26,641
+1,239
+5% +$214K 2.28% 21
2022
Q3 		$4.1M Buy
25,402
+1,405
+6% +$266K 2.29% 22
2022
Q2 		$4.38M Buy
23,997
+1,638
+7% +$299K 2.3% 23
2022
Q1 		$4.79M Buy
22,359
+1,156
+5% +$246K 2.32% 22
2021
Q4 		$4.54M Buy
21,203
+948
+5% +$193K 2.11% 23
2021
Q3 		$3.69M Buy
20,255
+1,405
+7% +$277K 1.95% 24
2021
Q2 		$3.92M Buy
18,850
+1,499
+9% +$300K 2.17% 24
2021
Q1 		$2.95M Sell
17,351
-360
-2% -$58.2K 1.81% 25
2020
Q4 		$2.98M Buy
17,711
+1,426
+9% +$241K 1.87% 24
2020
Q3 		$2.71M Buy
16,285
+2,285
+16% +$333K 1.9% 24
2020
Q2 		$1.56M Buy
14,000
+10,362
+285% +$1.03M 1.23% 25
2020
Q1 		$340K Buy
+3,638
New +$377K 0.33% 31
2019
Q4 		– Sell
-75
Closed -$9K – 188
2019
Q3 		$9K Buy
+75
New +$8.57K 0.01% 142

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwater Malick's UPS Position: Q3 2025 in Review

Atwater Malick sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 30,364 shares — an estimated $3.06M sold.

Atwater Malick first reported a position in UPS in Q3 2019 and held it in 23 quarters. The position peaked at $5.32M in Q1 2023. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Atwater Malick reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Atwater Malick sold 30,364 United Parcel Service shares in Q3 2025, an estimated $3.06M.
  • Atwater Malick first reported a position in United Parcel Service in Q3 2019 and held it in 23 quarters.
  • Atwater Malick's United Parcel Service position peaked at $5.32M in Q1 2023.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Atwater Malick's 13F filing for Q3 2025, filed 23 Oct 2025.