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Cobblestone Capital Advisors’s United Parcel Service UPS Stock Holding History

Cobblestone Capital Advisors’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
-2,175
Closed -$220K – 312
2025
Q2 		$220K Sell
2,175
-4,091
-65% -$402K 0.01% 288
2025
Q1 		$689K Buy
6,266
+4,231
+208% +$506K 0.04% 162
2024
Q4 		$257K Sell
2,035
-436
-18% -$57.4K 0.01% 253
2024
Q3 		$337K Buy
2,471
+41
+2% +$5.38K 0.02% 224
2024
Q2 		$333K Hold
2,430
– – 0.02% 215
2024
Q1 		$361K Sell
2,430
-66
-3% -$10K 0.02% 209
2023
Q4 		$392K Hold
2,496
– – 0.03% 192
2023
Q3 		$389K Sell
2,496
-375
-13% -$64.7K 0.03% 179
2023
Q2 		$515K Buy
2,871
+66
+2% +$11.7K 0.04% 163
2023
Q1 		$544K Hold
2,805
– – 0.04% 155
2022
Q4 		$488K Sell
2,805
-200
-7% -$34.6K 0.04% 171
2022
Q3 		$485K Sell
3,005
-118
-4% -$22.3K 0.04% 161
2022
Q2 		$570K Buy
3,123
+998
+47% +$182K 0.04% 145
2022
Q1 		$456K Sell
2,125
-300
-12% -$63.7K 0.03% 180
2021
Q4 		$520K Buy
2,425
+275
+13% +$55.9K 0.03% 172
2021
Q3 		$392K Sell
2,150
-18
-0.8% -$3.55K 0.03% 186
2021
Q2 		$451K Buy
2,168
+9
+0.4% +$1.8K 0.03% 183
2021
Q1 		$367K Buy
2,159
+500
+30% +$80.9K 0.03% 193
2020
Q4 		$279K Buy
1,659
+18
+1% +$3.04K 0.02% 214
2020
Q3 		$273K Buy
+1,641
New +$239K 0.02% 204
2018
Q1 		– Sell
-2,192
Closed -$261K – 249
2017
Q4 		$261K Buy
2,192
+80
+4% +$9.4K 0.03% 211
2017
Q3 		$254K Buy
+2,112
New +$240K 0.03% 176
2016
Q4 		– Sell
-1,889
Closed -$207K – 186
2016
Q3 		$207K Sell
1,889
-45
-2% -$4.92K 0.03% 181
2016
Q2 		$208K Sell
1,934
-40
-2% -$4.16K 0.03% 177
2016
Q1 		$208K Buy
+1,974
New +$192K 0.03% 171
2015
Q1 		– Sell
-1,934
Closed -$215K – 171
2014
Q4 		$215K Buy
+1,934
New +$204K 0.04% 157

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cobblestone Capital Advisors's UPS Position: Q3 2025 in Review

Cobblestone Capital Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,175 shares — an estimated $220K sold.

Cobblestone Capital Advisors first reported a position in UPS in Q4 2014 and held it in 26 quarters. The position peaked at $689K in Q1 2025. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Cobblestone Capital Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 2,175 United Parcel Service shares in Q3 2025, an estimated $220K.
  • Cobblestone Capital Advisors first reported a position in United Parcel Service in Q4 2014 and held it in 26 quarters.
  • Cobblestone Capital Advisors's United Parcel Service position peaked at $689K in Q1 2025.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.