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Capital Advantage’s United Parcel Service UPS Stock Holding History

Capital Advantage’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
-2,174
Closed -$219K – 142
2025
Q2 		$219K Sell
2,174
-311
-13% -$30.6K 0.03% 135
2025
Q1 		$313K Hold
2,485
– – 0.06% 110
2024
Q4 		$313K Buy
+2,485
New +$327K 0.06% 110
2021
Q2 		– Sell
-3,435
Closed -$584K – 102
2021
Q1 		$584K Buy
3,435
+11
+0.3% +$1.78K 0.16% 55
2020
Q4 		$553K Buy
3,424
+91
+3% +$15.4K 0.16% 49
2020
Q3 		$583K Sell
3,333
-18
-0.5% -$2.62K 0.19% 44
2020
Q2 		$373K Sell
3,351
-582
-15% -$58.1K 0.13% 62
2020
Q1 		$404K Buy
3,933
+35
+0.9% +$3.63K 0.16% 58
2019
Q4 		$455K Buy
3,898
+99
+3% +$11.7K 0.14% 55
2019
Q3 		$455K Buy
+3,799
New +$434K 0.16% 52
2019
Q1 		$502K Buy
4,495
+16
+0.4% +$1.7K 0.18% 46
2018
Q4 		$437K Sell
4,479
-408
-8% -$44.2K 0.17% 44
2018
Q3 		$571K Sell
4,887
-197
-4% -$23.2K 0.13% 40
2018
Q2 		$540K Sell
5,084
-391
-7% -$43.9K 0.13% 42
2018
Q1 		$573K Buy
5,475
+1,016
+23% +$117K 0.14% 37
2017
Q4 		$531K Buy
+4,459
New +$524K 0.14% 44

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advantage's UPS Position: Q3 2025 in Review

Capital Advantage sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,174 shares — an estimated $219K sold.

Capital Advantage first reported a position in UPS in Q4 2017 and held it in 16 quarters. The position peaked at $584K in Q1 2021. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Capital Advantage reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Capital Advantage sold 2,174 United Parcel Service shares in Q3 2025, an estimated $219K.
  • Capital Advantage first reported a position in United Parcel Service in Q4 2017 and held it in 16 quarters.
  • Capital Advantage's United Parcel Service position peaked at $584K in Q1 2021.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Capital Advantage's 13F filing for Q3 2025, filed 22 Oct 2025.