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Callan Capital’s United Parcel Service UPS Stock Holding History

Callan Capital’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
Q1 		– Sell
-1,612
Closed -$203K – 389
2024
Q4 		$203K Sell
1,612
-377
-19% -$49.6K 0.01% 322
2024
Q3 		$271K Buy
+1,989
New +$261K 0.02% 281

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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Callan Capital's UPS Position: Q1 2025 in Review

Callan Capital sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,612 shares — an estimated $203K sold.

Callan Capital first reported a position in UPS in Q3 2024 and held it in 2 quarters. The position peaked at $271K in Q3 2024. 2,200 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Callan Capital reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Callan Capital sold 1,612 United Parcel Service shares in Q1 2025, an estimated $203K.
  • Callan Capital first reported a position in United Parcel Service in Q3 2024 and held it in 2 quarters.
  • Callan Capital's United Parcel Service position peaked at $271K in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.