Brown Capital Management’s United Parcel Service UPS Stock Holding History

Brown Capital 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 Q2	–	Sell	-5,701	Closed	-$627K	–	103
2025 Q1	$627K	Sell	5,701 -1,400	-20%	-$167K	0.02%	76
2024 Q4	$895K	Buy	7,101 +445	+7%	+$58.6K	0.02%	78
2024 Q3	$907K	Hold	6,656	–	–	0.02%	89
2024 Q2	$911K	Buy	6,656 +344	+5%	+$49.3K	0.02%	98
2024 Q1	$938K	Hold	6,312	–	–	0.02%	99
2023 Q4	$992K	Hold	6,312	–	–	0.01%	89
2023 Q3	$984K	Buy	6,312 +340	+6%	+$58.7K	0.02%	87
2023 Q2	$1.07M	Sell	5,972 -10	-0.2%	-$1.78K	0.02%	90
2023 Q1	$1.16M	Hold	5,982	–	–	0.02%	87
2022 Q4	$1.04M	Hold	5,982	–	–	0.02%	91
2022 Q3	$966K	Hold	5,982	–	–	0.01%	86
2022 Q2	$1.09M	Hold	5,982	–	–	0.01%	86
2022 Q1	$1.28M	Sell	5,982 -85	-1%	-$18.1K	0.01%	84
2021 Q4	$1.3M	Sell	6,067 -127	-2%	-$25.8K	0.01%	85
2021 Q3	$1.13M	Sell	6,194 -240	-4%	-$47.4K	0.01%	87
2021 Q2	$1.34M	Sell	6,434 -50	-0.8%	-$10K	0.01%	80
2021 Q1	$1.1M	Sell	6,484 -20	-0.3%	-$3.23K	0.01%	87
2020 Q4	$1.09M	Buy	+6,504	New	+$1.1M	0.01%	90
2014 Q3	–	Sell	-5,425	Closed	-$557K	–	134
2014 Q2	$557K	Hold	5,425	–	–	0.01%	118
2014 Q1	$528K	Hold	5,425	–	–	0.01%	118
2013 Q4	$570K	Hold	5,425	–	–	0.01%	116
2013 Q3	$496K	Hold	5,425	–	–	0.01%	117
2013 Q2	$469K	Buy	+5,425	New	+$465K	0.01%	116

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Brown Capital Management's UPS Position: Q2 2025 in Review

Brown Capital Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 5,701 shares — an estimated $627K sold.

Brown Capital Management first reported a position in UPS in Q2 2013 and held it in 23 quarters. The position peaked at $1.34M in Q2 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Brown Capital Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Brown Capital Management sold 5,701 United Parcel Service shares in Q2 2025, an estimated $627K.
Brown Capital Management first reported a position in United Parcel Service in Q2 2013 and held it in 23 quarters.
Brown Capital Management's United Parcel Service position peaked at $1.34M in Q2 2021.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Brown Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.