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Chase Investment Counsel’s United Parcel Service UPS Stock Holding History

Chase Investment Counsel’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
-2,584
Closed -$260K – 155
2025
Q2 		$260K Sell
2,584
-581
-18% -$57.2K 0.08% 126
2025
Q1 		$348K Sell
3,165
-16
-0.5% -$1.91K 0.13% 108
2024
Q4 		$401K Buy
+3,181
New +$419K 0.13% 106
2023
Q3 		– Sell
-1,903
Closed -$341K – 129
2023
Q2 		$341K Buy
1,903
+185
+11% +$32.8K 0.17% 80
2023
Q1 		$333K Buy
1,718
+95
+6% +$17.4K 0.18% 77
2022
Q4 		$282K Buy
1,623
+113
+7% +$19.6K 0.17% 75
2022
Q3 		$243K Buy
1,510
+18
+1% +$3.41K 0.15% 77
2022
Q2 		$272K Hold
1,492
– – 0.15% 90
2022
Q1 		$319K Sell
1,492
-72
-5% -$15.3K 0.14% 89
2021
Q4 		$335K Buy
1,564
+13
+0.8% +$2.64K 0.13% 87
2021
Q3 		$282K Sell
1,551
-943
-38% -$186K 0.12% 86
2021
Q2 		$518K Sell
2,494
-83
-3% -$16.6K 0.21% 68
2021
Q1 		$438K Hold
2,577
– – 0.2% 68
2020
Q4 		$433K Sell
2,577
-210
-8% -$35.4K 0.19% 67
2020
Q3 		$464K Sell
2,787
-111
-4% -$16.2K 0.23% 61
2020
Q2 		$322K Buy
2,898
+452
+18% +$45.1K 0.16% 80
2020
Q1 		$228K Hold
2,446
– – 0.15% 62
2019
Q4 		$286K Sell
2,446
-20
-0.8% -$2.37K 0.15% 98
2019
Q3 		$295K Hold
2,466
– – 0.15% 89
2019
Q2 		$254K Hold
2,466
– – 0.13% 92
2019
Q1 		$275K Buy
2,466
+165
+7% +$17.5K 0.14% 88
2018
Q4 		$224K Sell
2,301
-129
-5% -$14K 0.13% 86
2018
Q3 		$283K Buy
2,430
+430
+22% +$50.6K 0.15% 80
2018
Q2 		$212K Buy
2,000
+45
+2% +$5.05K 0.11% 84
2018
Q1 		$204K Buy
+1,955
New +$226K 0.11% 85

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 $3.38T AUM 44.17% 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

Chase Investment Counsel's UPS Position: Q3 2025 in Review

Chase Investment Counsel sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,584 shares — an estimated $260K sold.

Chase Investment Counsel first reported a position in UPS in Q1 2018 and held it in 25 quarters. The position peaked at $518K in Q2 2021. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Chase Investment Counsel reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 2,584 United Parcel Service shares in Q3 2025, an estimated $260K.
  • Chase Investment Counsel first reported a position in United Parcel Service in Q1 2018 and held it in 25 quarters.
  • Chase Investment Counsel's United Parcel Service position peaked at $518K in Q2 2021.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.