Clear Harbor Asset Management’s United Parcel Service UPS Stock Holding History

Clear Harbor Asset 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	-7,014	Closed	-$708K	–	448
2025 Q2	$708K	Buy	7,014 +1,583	+29%	+$156K	0.05%	232
2025 Q1	$597K	Buy	+5,431	New	+$649K	0.05%	238
2023 Q4	–	Sell	-1,445	Closed	-$225K	–	398
2023 Q3	$225K	Sell	1,445 -139	-9%	-$24K	0.02%	297
2023 Q2	$284K	Buy	1,584 +30	+2%	+$5.33K	0.03%	277
2023 Q1	$301K	Buy	+1,554	New	+$285K	0.03%	291
2020 Q4	–	Sell	-354	Closed	-$59K	–	700
2020 Q3	$59K	Buy	+354	New	+$51.5K	0.01%	369
2020 Q1	–	Sell	-215	Closed	-$25.2K	–	654
2019 Q4	$25.2K	Buy	+215	New	+$25.5K	﹤0.01%	490

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Harbor Asset Management's UPS Position: Q3 2025 in Review

Clear Harbor Asset Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 7,014 shares — an estimated $708K sold.

Clear Harbor Asset Management first reported a position in UPS in Q4 2019 and held it in 7 quarters. The position peaked at $708K in Q2 2025. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Clear Harbor Asset Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Clear Harbor Asset Management sold 7,014 United Parcel Service shares in Q3 2025, an estimated $708K.
Clear Harbor Asset Management first reported a position in United Parcel Service in Q4 2019 and held it in 7 quarters.
Clear Harbor Asset Management's United Parcel Service position peaked at $708K in Q2 2025.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Clear Harbor Asset Management's 13F filing for Q3 2025, filed 23 Oct 2025.