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Beacon Capital Management LLC (Tennessee)’s United Parcel Service UPS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-741
Closed -$74.8K – 951
2025
Q2 		$74.8K Buy
741
+29
+4% +$2.85K 0.01% 258
2025
Q1 		$78.3K Sell
712
-494
-41% -$59.1K 0.01% 236
2024
Q4 		$152K Sell
1,206
-250
-17% -$32.9K 0.02% 139
2024
Q3 		$199K Sell
1,456
-116
-7% -$15.2K 0.03% 120
2024
Q2 		$215K Sell
1,572
-80
-5% -$11.5K 0.04% 98
2024
Q1 		$246K Buy
1,652
+539
+48% +$81.9K 0.05% 93
2023
Q4 		$173K Buy
1,113
+136
+14% +$20.6K 0.05% 98
2023
Q3 		$175K Hold
977
– – 0.05% 101
2023
Q2 		$175K Buy
977
+61
+7% +$10.8K 0.05% 101
2023
Q1 		$178K Hold
916
– – 0.05% 95
2022
Q4 		$159K Buy
916
+15
+2% +$2.6K 0.05% 104
2022
Q3 		$164K Hold
901
– – 0.05% 99
2022
Q2 		$193K Hold
901
– – 0.05% 100
2022
Q1 		$193K Buy
+901
New +$191K 0.05% 100

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s UPS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 741 shares — an estimated $74.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UPS in Q1 2022 and held it in 14 quarters. The position peaked at $246K in Q1 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 741 United Parcel Service shares in Q3 2025, an estimated $74.8K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in United Parcel Service in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s United Parcel Service position peaked at $246K in Q1 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.