B&D White Capital Company’s United Parcel Service UPS Stock Holding History

B&D White Capital Company’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 Q4	–	Sell	-109,667	Closed	-$9.16M	–	83
2025 Q3	$9.16M	Buy	109,667 +102,367	+1,402%	+$9.27M	1.17%	24
2025 Q2	$737K	Buy	+7,300	New	+$718K	0.11%	59
2025 Q1	–	Sell	-5,000	Closed	-$631K	–	75
2024 Q4	$631K	Sell	5,000 -10,600	-68%	-$1.4M	0.11%	47
2024 Q3	$2.13M	Buy	15,600 +7,100	+84%	+$932K	0.37%	29
2024 Q2	$1.16M	Sell	8,500 -3,300	-28%	-$472K	0.24%	22
2024 Q1	$1.75M	Buy	+11,800	New	+$1.79M	0.39%	25
2023 Q4	–	Sell	-40,135	Closed	-$6.26M	–	81
2023 Q3	$6.26M	Buy	40,135 +36,835	+1,116%	+$6.36M	2.34%	11
2023 Q2	$592K	Buy	+3,300	New	+$586K	0.2%	42
2023 Q1	–	Sell	-1,000	Closed	-$174K	–	107
2022 Q4	$174K	Buy	+1,000	New	+$173K	0.04%	81
2021 Q4	–	Sell	-30,685	Closed	-$5.59M	–	71
2021 Q3	$5.59M	Buy	+30,685	New	+$6.06M	2.15%	14
2021 Q1	–	Sell	-25	Closed	-$4K	–	81
2020 Q4	$4K	Buy	+25	New	+$4.22K	﹤0.01%	76

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B&D White Capital Company's UPS Position: Q4 2025 in Review

B&D White Capital Company sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 109,667 shares — an estimated $9.16M sold.

B&D White Capital Company first reported a position in UPS in Q4 2020 and held it in 11 quarters. The position peaked at $9.16M in Q3 2025. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

B&D White Capital Company reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
B&D White Capital Company sold 109,667 United Parcel Service shares in Q4 2025, an estimated $9.16M.
B&D White Capital Company first reported a position in United Parcel Service in Q4 2020 and held it in 11 quarters.
B&D White Capital Company's United Parcel Service position peaked at $9.16M in Q3 2025.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on B&D White Capital Company's 13F filing for Q4 2025, filed 13 Feb 2026.