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 		$9.4M Sell
95,500
-121,200
-56% -$13M 0.04% 577
2025
Q4 		$21.5M Sell
216,700
-169,800
-44% -$15.9M 0.06% 465
2025
Q3 		$32.3M Sell
386,500
-100,400
-21% -$9.09M 0.08% 323
2025
Q2 		$49.1M Buy
486,900
+180,300
+59% +$17.7M 0.14% 205
2025
Q1 		$33.7M Buy
306,600
+32,800
+12% +$3.92M 0.1% 285
2024
Q4 		$34.5M Sell
273,800
-149,600
-35% -$19.7M 0.09% 310
2024
Q3 		$57.7M Sell
423,400
-142,000
-25% -$18.6M 0.16% 170
2024
Q2 		$77.4M Buy
565,400
+30,700
+6% +$4.4M 0.23% 114
2024
Q1 		$79.5M Sell
534,700
-296,300
-36% -$45M 0.23% 102
2023
Q4 		$131M Buy
831,000
+797,100
+2,351% +$121M 0.35% 42
2023
Q3 		$5.28M Sell
33,900
-1,900
-5% -$328K 0.02% 896
2023
Q2 		$6.42M Sell
35,800
-43,600
-55% -$7.74M 0.03% 746
2023
Q1 		$15.4M Sell
79,400
-146,500
-65% -$26.9M 0.07% 359
2022
Q4 		$39.3M Buy
225,900
+189,600
+522% +$32.8M 0.26% 89
2022
Q3 		$5.86M Sell
36,300
-43,900
-55% -$8.31M 0.05% 494
2022
Q2 		$14.6M Sell
80,200
-54,500
-40% -$9.94M 0.13% 204
2022
Q1 		$28.9M Sell
134,700
-263,100
-66% -$55.9M 0.24% 97
2021
Q4 		$85.3M Buy
397,800
+64,700
+19% +$13.2M 0.61% 10
2021
Q3 		$60.7M Buy
333,100
+132,300
+66% +$26.1M 0.45% 31
2021
Q2 		$41.8M Sell
200,800
-265,000
-57% -$53M 0.33% 63
2021
Q1 		$79.2M Buy
465,800
+199,200
+75% +$32.2M 0.87% 6
2020
Q4 		$44.9M Buy
266,600
+74,100
+38% +$12.5M 0.42% 43
2020
Q3 		$32.1M Buy
192,500
+26,700
+16% +$3.89M 0.4% 54
2020
Q2 		$18.4M Sell
165,800
-79,500
-32% -$7.94M 0.29% 93
2020
Q1 		$22.9M Buy
245,300
+82,900
+51% +$8.59M 0.35% 61
2019
Q4 		$19M Buy
162,400
+97,300
+149% +$11.5M 0.15% 175
2019
Q3 		$7.8M Buy
65,100
+400
+0.6% +$45.7K 0.07% 349
2019
Q2 		$6.68M Sell
64,700
-116,500
-64% -$12.1M 0.06% 411
2019
Q1 		$20.2M Sell
181,200
-2,300
-1% -$244K 0.18% 153
2018
Q4 		$17.9M Sell
183,500
-469,100
-72% -$50.9M 0.16% 157
2018
Q3 		$76.2M Buy
652,600
+92,200
+16% +$10.9M 0.42% 27
2018
Q2 		$59.5M Sell
560,400
-79,100
-12% -$8.88M 0.31% 71
2018
Q1 		$66.9M Buy
639,500
+411,000
+180% +$47.5M 0.4% 31
2017
Q4 		$27.2M Buy
228,500
+79,600
+53% +$9.35M 0.15% 165
2017
Q3 		$17.9M Sell
148,900
-185,100
-55% -$21M 0.13% 206
2017
Q2 		$36.9M Buy
334,000
+65,000
+24% +$6.95M 0.3% 87
2017
Q1 		$28.9M Buy
269,000
+91,300
+51% +$9.98M 0.24% 118
2016
Q4 		$20.4M Buy
177,700
+96,900
+120% +$10.9M 0.18% 160
2016
Q3 		$8.84M Buy
80,800
+63,900
+378% +$6.98M 0.08% 300
2016
Q2 		$1.82M Buy
16,900
+11,600
+219% +$1.21M 0.02% 766
2016
Q1 		$559K Buy
5,300
+2,900
+121% +$282K 0.01% 1094
2015
Q4 		$231K Sell
2,400
-1,200
-33% -$123K ﹤0.01% 1407
2015
Q3 		$355K Sell
3,600
-28,600
-89% -$2.82M ﹤0.01% 1171
2015
Q2 		$3.12M Sell
32,200
-7,600
-19% -$755K 0.04% 489
2015
Q1 		$3.86M Sell
39,800
-39,100
-50% -$4.01M 0.05% 414
2014
Q4 		$8.77M Buy
78,900
+43,600
+124% +$4.6M 0.1% 262
2014
Q3 		$3.47M Sell
35,300
-11,100
-24% -$1.1M 0.04% 507
2014
Q2 		$4.76M Sell
46,400
-89,500
-66% -$8.99M 0.05% 437
2014
Q1 		$13.2M Buy
135,900
+39,200
+41% +$3.82M 0.16% 144
2013
Q4 		$10.2M Buy
96,700
+86,600
+857% +$8.53M 0.13% 191
2013
Q3 		$923K Buy
+10,100
New +$888K 0.01% 909

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.