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

Carderock 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
Q3 		– Sell
-167
Closed -$16.9K – 125
2025
Q2 		$16.9K Buy
+167
New +$16.4K ﹤0.01% 131
2023
Q2 		– Sell
-167
Closed -$32.4K – 117
2023
Q1 		$32.4K Buy
+167
New +$30.6K 0.01% 112
2021
Q4 		– Sell
-167
Closed -$30K – 142
2021
Q3 		$30K Buy
+167
New +$33K 0.01% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carderock Capital Management's UPS Position: Q3 2025 in Review

Carderock Capital Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 167 shares — an estimated $16.9K sold.

Carderock Capital Management first reported a position in UPS in Q3 2021 and held it in 3 quarters. The position peaked at $32.4K in Q1 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Carderock Capital Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 167 United Parcel Service shares in Q3 2025, an estimated $16.9K.
  • Carderock Capital Management first reported a position in United Parcel Service in Q3 2021 and held it in 3 quarters.
  • Carderock Capital Management's United Parcel Service position peaked at $32.4K in Q1 2023.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.