Capital Fund Management (CFM)
UPS icon

Capital Fund Management (CFM)’s United Parcel Service UPS Stock Holding History

Capital Fund Management (CFM)’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
2026
Q1 		$27M Sell
274,200
-361,700
-57% -$38.8M 0.12% 218
2025
Q4 		$63.1M Sell
635,900
-182,500
-22% -$17.1M 0.18% 123
2025
Q3 		$68.4M Buy
818,400
+251,900
+44% +$22.8M 0.18% 120
2025
Q2 		$57.2M Buy
566,500
+273,700
+93% +$26.9M 0.16% 176
2025
Q1 		$32.2M Sell
292,800
-77,600
-21% -$9.28M 0.09% 300
2024
Q4 		$46.7M Sell
370,400
-12,200
-3% -$1.61M 0.12% 242
2024
Q3 		$52.2M Sell
382,600
-143,200
-27% -$18.8M 0.14% 195
2024
Q2 		$72M Buy
525,800
+124,000
+31% +$17.8M 0.21% 121
2024
Q1 		$59.7M Sell
401,800
-108,800
-21% -$16.5M 0.17% 160
2023
Q4 		$80.3M Buy
510,600
+493,300
+2,851% +$74.6M 0.22% 107
2023
Q3 		$2.7M Sell
17,300
-14,700
-46% -$2.54M 0.01% 1228
2023
Q2 		$5.74M Sell
32,000
-59,200
-65% -$10.5M 0.02% 789
2023
Q1 		$17.7M Sell
91,200
-184,400
-67% -$33.8M 0.08% 315
2022
Q4 		$47.9M Buy
275,600
+240,800
+692% +$41.7M 0.32% 64
2022
Q3 		$5.62M Sell
34,800
-34,100
-49% -$6.46M 0.04% 513
2022
Q2 		$12.6M Sell
68,900
-51,300
-43% -$9.36M 0.11% 243
2022
Q1 		$25.8M Sell
120,200
-404,900
-77% -$86M 0.21% 118
2021
Q4 		$113M Buy
525,100
+4,500
+0.9% +$915K 0.81% 4
2021
Q3 		$94.8M Buy
520,600
+221,900
+74% +$43.8M 0.7% 12
2021
Q2 		$62.1M Sell
298,700
-348,800
-54% -$69.8M 0.49% 28
2021
Q1 		$110M Buy
647,500
+74,200
+13% +$12M 1.22% 1
2020
Q4 		$96.5M Buy
573,300
+366,700
+177% +$61.9M 0.91% 7
2020
Q3 		$34.4M Buy
206,600
+60,000
+41% +$8.74M 0.43% 47
2020
Q2 		$16.3M Sell
146,600
-72,500
-33% -$7.24M 0.26% 109
2020
Q1 		$20.5M Buy
219,100
+21,200
+11% +$2.2M 0.32% 80
2019
Q4 		$23.2M Buy
197,900
+70,500
+55% +$8.35M 0.18% 144
2019
Q3 		$15.3M Buy
127,400
+40,600
+47% +$4.64M 0.14% 203
2019
Q2 		$8.96M Sell
86,800
-230,900
-73% -$24M 0.08% 330
2019
Q1 		$35.5M Sell
317,700
-135,000
-30% -$14.3M 0.32% 62
2018
Q4 		$44.2M Sell
452,700
-263,500
-37% -$28.6M 0.39% 44
2018
Q3 		$83.6M Sell
716,200
-70,400
-9% -$8.29M 0.46% 24
2018
Q2 		$83.6M Buy
786,600
+12,900
+2% +$1.45M 0.44% 23
2018
Q1 		$81M Buy
773,700
+402,300
+108% +$46.5M 0.49% 18
2017
Q4 		$44.3M Buy
371,400
+1,800
+0.5% +$212K 0.24% 102
2017
Q3 		$44.4M Buy
369,600
+44,000
+14% +$5M 0.32% 76
2017
Q2 		$36M Buy
325,600
+1,200
+0.4% +$128K 0.29% 91
2017
Q1 		$34.8M Buy
324,400
+201,700
+164% +$22M 0.29% 89
2016
Q4 		$14.1M Sell
122,700
-42,300
-26% -$4.77M 0.12% 231
2016
Q3 		$18M Buy
165,000
+145,200
+733% +$15.9M 0.17% 166
2016
Q2 		$2.13M Buy
19,800
+9,600
+94% +$999K 0.02% 714
2016
Q1 		$1.08M Buy
+10,200
New +$991K 0.01% 880
2015
Q4 		– Sell
-4,300
Closed -$424K – 1733
2015
Q3 		$424K Sell
4,300
-45,400
-91% -$4.48M ﹤0.01% 1105
2015
Q2 		$4.82M Sell
49,700
-53,500
-52% -$5.32M 0.06% 394
2015
Q1 		$10M Sell
103,200
-45,500
-31% -$4.67M 0.14% 195
2014
Q4 		$16.5M Buy
148,700
+99,200
+200% +$10.5M 0.2% 129
2014
Q3 		$4.87M Sell
49,500
-50,900
-51% -$5.06M 0.05% 425
2014
Q2 		$10.3M Sell
100,400
-176,100
-64% -$17.7M 0.11% 222
2014
Q1 		$26.9M Buy
276,500
+65,400
+31% +$6.37M 0.33% 48
2013
Q4 		$22.2M Buy
211,100
+162,600
+335% +$16M 0.27% 52
2013
Q3 		$4.43M Sell
48,500
-59,500
-55% -$5.23M 0.06% 391
2013
Q2 		$9.34M Buy
+108,000
New +$9.26M 0.14% 173

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Fund Management (CFM)'s UPS Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 233,956 shares — an estimated $21.2M sold.

Capital Fund Management (CFM) first reported a position in UPS in Q2 2014 and held it in 25 quarters. The position peaked at $68.5M in Q3 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 233,956 United Parcel Service shares in Q3 2025, an estimated $21.2M.
  • Capital Fund Management (CFM) first reported a position in United Parcel Service in Q2 2014 and held it in 25 quarters.
  • Capital Fund Management (CFM)'s United Parcel Service position peaked at $68.5M in Q3 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.