CC
UPS icon

Constitution Capital’s United Parcel Service UPS Stock Holding History

Constitution Capital’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
Q1 		– Sell
-4,344
Closed -$548K – 64
2024
Q4 		$548K Hold
4,344
– – 0.31% 35
2024
Q3 		$592K Sell
4,344
-1,920
-31% -$252K 0.32% 33
2024
Q2 		$857K Hold
6,264
– – 0.45% 28
2024
Q1 		$931K Sell
6,264
-200
-3% -$30.4K 0.53% 28
2023
Q4 		$1.02M Sell
6,464
-420
-6% -$63.5K 0.61% 25
2023
Q3 		$1.07M Sell
6,884
-100
-1% -$17.3K 0.73% 24
2023
Q2 		$1.25M Sell
6,984
-179
-2% -$31.8K 0.71% 24
2023
Q1 		$1.39M Sell
7,163
-321
-4% -$58.9K 0.84% 21
2022
Q4 		$1.3M Sell
7,484
-26
-0.3% -$4.5K 0.8% 23
2022
Q3 		$1.21M Sell
7,510
-175
-2% -$33.1K 0.81% 22
2022
Q2 		$1.4M Sell
7,685
-25
-0.3% -$4.56K 0.9% 24
2022
Q1 		$1.65M Sell
7,710
-100
-1% -$21.2K 0.91% 24
2021
Q4 		$1.67M Sell
7,810
-40
-0.5% -$8.14K 0.89% 20
2021
Q3 		$1.43M Sell
7,850
-35
-0.4% -$6.91K 0.86% 23
2021
Q2 		$1.64M Buy
7,885
+500
+7% +$100K 1% 23
2021
Q1 		$1.25M Buy
7,385
+100
+1% +$16.2K 0.83% 23
2020
Q4 		$1.23M Buy
+7,285
New +$1.23M 0.87% 23

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Constitution Capital's UPS Position: Q1 2025 in Review

Constitution Capital sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 4,344 shares — an estimated $548K sold.

Constitution Capital first reported a position in UPS in Q4 2020 and held it in 17 quarters. The position peaked at $1.67M in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Constitution Capital reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Constitution Capital sold 4,344 United Parcel Service shares in Q1 2025, an estimated $548K.
  • Constitution Capital first reported a position in United Parcel Service in Q4 2020 and held it in 17 quarters.
  • Constitution Capital's United Parcel Service position peaked at $1.67M in Q4 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Constitution Capital's 13F filing for Q1 2025, filed 11 Apr 2025.