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Bridges Investment Management’s United Parcel Service UPS Stock Holding History

Bridges Investment Management’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
-2,270
Closed -$229K – 427
2025
Q2 		$229K Sell
2,270
-500
-18% -$49.2K ﹤0.01% 385
2025
Q1 		$305K Sell
2,770
-557
-17% -$66.6K ﹤0.01% 336
2024
Q4 		$420K Sell
3,327
-122
-4% -$16.1K 0.01% 303
2024
Q3 		$470K Sell
3,449
-549
-14% -$72.1K 0.01% 286
2024
Q2 		$547K Buy
3,998
+2,129
+114% +$305K 0.01% 257
2024
Q1 		$278K Sell
1,869
-764
-29% -$116K 0.01% 188
2023
Q4 		$414K Sell
2,633
-13,171
-83% -$1.99M 0.01% 171
2023
Q3 		$2.46M Sell
15,804
-1,617
-9% -$279K 0.09% 98
2023
Q2 		$3.12M Sell
17,421
-1,587
-8% -$282K 0.1% 88
2023
Q1 		$3.69M Buy
19,008
+680
+4% +$125K 0.13% 83
2022
Q4 		$3.19M Buy
18,328
+4,421
+32% +$765K 0.12% 90
2022
Q3 		$2.25M Sell
13,907
-43
-0.3% -$8.14K 0.09% 110
2022
Q2 		$2.55M Buy
13,950
+486
+4% +$88.6K 0.09% 104
2022
Q1 		$2.89M Buy
13,464
+382
+3% +$81.2K 0.09% 109
2021
Q4 		$2.8M Buy
13,082
+234
+2% +$47.6K 0.08% 108
2021
Q3 		$2.34M Buy
12,848
+1,210
+10% +$239K 0.07% 117
2021
Q2 		$2.42M Buy
11,638
+201
+2% +$40.2K 0.07% 115
2021
Q1 		$1.94M Buy
11,437
+216
+2% +$34.9K 0.06% 120
2020
Q4 		$1.89M Buy
11,221
+252
+2% +$42.5K 0.06% 118
2020
Q3 		$1.83M Buy
10,969
+334
+3% +$48.6K 0.06% 117
2020
Q2 		$1.18M Sell
10,635
-2,080
-16% -$208K 0.04% 130
2020
Q1 		$1.19M Sell
12,715
-3,043
-19% -$315K 0.05% 131
2019
Q4 		$1.84M Sell
15,758
-7,198
-31% -$852K 0.07% 126
2019
Q3 		$2.75M Buy
22,956
+428
+2% +$48.9K 0.1% 110
2019
Q2 		$2.33M Buy
22,528
+4,729
+27% +$492K 0.09% 113
2019
Q1 		$1.99M Sell
17,799
-2,558
-13% -$271K 0.08% 127
2018
Q4 		$1.99M Sell
20,357
-3,201
-14% -$347K 0.09% 123
2018
Q3 		$2.75M Sell
23,558
-828
-3% -$97.5K 0.14% 115
2018
Q2 		$2.59M Buy
24,386
+146
+0.6% +$16.4K 0.12% 116
2018
Q1 		$2.54M Buy
24,240
+4,176
+21% +$483K 0.12% 112
2017
Q4 		$2.39M Sell
20,064
-1,520
-7% -$179K 0.19% 84
2017
Q3 		$2.59M Buy
21,584
+4,550
+27% +$517K 0.25% 72
2017
Q2 		$1.88M Sell
17,034
-116
-0.7% -$12.4K 0.25% 71
2017
Q1 		$1.84M Buy
17,150
+500
+3% +$54.6K 0.25% 72
2016
Q4 		$1.91M Sell
16,650
-200
-1% -$22.5K 0.27% 67
2016
Q3 		$1.84M Sell
16,850
-950
-5% -$104K 0.31% 66
2016
Q2 		$1.92M Hold
17,800
– – 0.33% 68
2016
Q1 		$1.88M Hold
17,800
– – 0.34% 67
2015
Q4 		$1.71M Buy
17,800
+10,400
+141% +$1.06M 0.31% 65
2015
Q3 		$718K Hold
7,400
– – 0.12% 95
2015
Q2 		$718K Sell
7,400
-620
-8% -$61.6K 0.12% 95
2015
Q1 		$778K Sell
8,020
-10,100
-56% -$1.04M 0.14% 91
2014
Q4 		$2.01M Buy
18,120
+30
+0.2% +$3.17K 0.36% 62
2014
Q3 		$1.78M Sell
18,090
-835
-4% -$83K 0.33% 64
2014
Q2 		$1.94M Buy
18,925
+35
+0.2% +$3.52K 0.37% 60
2014
Q1 		$1.84M Sell
18,890
-760
-4% -$74.1K 0.38% 53
2013
Q4 		$2.06M Buy
19,650
+70
+0.4% +$6.89K 0.47% 47
2013
Q3 		$1.79M Buy
19,580
+35
+0.2% +$3.08K 0.44% 51
2013
Q2 		$1.69M Buy
+19,545
New +$1.68M 0.45% 52

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 $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 $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridges Investment Management's UPS Position: Q3 2025 in Review

Bridges Investment Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,270 shares — an estimated $229K sold.

Bridges Investment Management first reported a position in UPS in Q2 2013 and held it in 49 quarters. The position peaked at $3.69M in Q1 2023. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Bridges Investment Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Bridges Investment Management sold 2,270 United Parcel Service shares in Q3 2025, an estimated $229K.
  • Bridges Investment Management first reported a position in United Parcel Service in Q2 2013 and held it in 49 quarters.
  • Bridges Investment Management's United Parcel Service position peaked at $3.69M in Q1 2023.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Bridges Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.