Court Place Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Sell |
7,198
-208
| -3% | -$18.8K | 0.18% | 86 |
|
|
2025
Q2 | $748K | Buy |
7,406
+1,326
| +22% | +$130K | 0.24% | 76 |
|
|
2025
Q1 | $669K | Sell |
6,080
-427
| -7% | -$51.1K | 0.22% | 79 |
|
|
2024
Q4 | $821K | Sell |
6,507
-2,388
| -27% | -$314K | 0.27% | 72 |
|
|
2024
Q3 | $1.21M | Sell |
8,895
-333
| -4% | -$43.7K | 0.35% | 63 |
|
|
2024
Q2 | $1.26M | Sell |
9,228
-123
| -1% | -$17.6K | 0.4% | 57 |
|
|
2024
Q1 | $1.39M | Sell |
9,351
-1,816
| -16% | -$276K | 0.45% | 53 |
|
|
2023
Q4 | $1.76M | Sell |
11,167
-489
| -4% | -$73.9K | 0.58% | 45 |
|
|
2023
Q3 | $1.82M | Sell |
11,656
-44
| -0.4% | -$7.59K | 0.65% | 42 |
|
|
2023
Q2 | $2.1M | Sell |
11,700
-140
| -1% | -$24.9K | 0.74% | 36 |
|
|
2023
Q1 | $2.3M | Sell |
11,840
-245
| -2% | -$44.9K | 0.83% | 32 |
|
|
2022
Q4 | $2.1M | Buy |
12,085
+4
| +0% | +$692 | 0.76% | 34 |
|
|
2022
Q3 | $1.95M | Sell |
12,081
-155
| -1% | -$29.3K | 0.79% | 32 |
|
|
2022
Q2 | $2.23M | Buy |
12,236
+1
| +0% | +$182 | 0.85% | 31 |
|
|
2022
Q1 | $2.62M | Sell |
12,235
-1,300
| -10% | -$276K | 0.85% | 28 |
|
|
2021
Q4 | $2.9M | Hold |
13,535
| – | – | 0.8% | 35 |
|
|
2021
Q3 | $2.46M | Buy |
13,535
+153
| +1% | +$30.2K | 0.73% | 41 |
|
|
2021
Q2 | $2.78M | Buy |
13,382
+2,361
| +21% | +$472K | 0.81% | 35 |
|
|
2021
Q1 | $1.87M | Buy |
11,021
+1,902
| +21% | +$308K | 0.58% | 48 |
|
|
2020
Q4 | $1.54M | Sell |
9,119
-448
| -5% | -$75.6K | 0.51% | 56 |
|
|
2020
Q3 | $1.59M | Sell |
9,567
-73
| -0.8% | -$10.6K | 0.6% | 46 |
|
|
2020
Q2 | $1.07M | Buy |
9,640
+2
| +0% | +$200 | 0.42% | 58 |
|
|
2020
Q1 | $900K | Sell |
9,638
-96
| -1% | -$9.95K | 0.4% | 63 |
|
|
2019
Q4 | $1.14M | Buy |
9,734
+1,837
| +23% | +$217K | 0.41% | 62 |
|
|
2019
Q3 | $946K | Buy |
7,897
+572
| +8% | +$65.4K | 0.37% | 70 |
|
|
2019
Q2 | $756K | Sell |
7,325
-447
| -6% | -$46.5K | 0.3% | 79 |
|
|
2019
Q1 | $868K | Buy |
+7,772
| New | +$824K | 0.35% | 70 |
|
|
2018
Q4 | – | Sell |
-7,511
| Closed | -$877K | – | 176 |
|
|
2018
Q3 | $877K | Buy |
7,511
+692
| +10% | +$81.4K | 0.33% | 70 |
|
|
2018
Q2 | $724K | Sell |
6,819
-91
| -1% | -$10.2K | 0.3% | 77 |
|
|
2018
Q1 | $723K | Buy |
6,910
+2,287
| +49% | +$264K | 0.3% | 77 |
|
|
2017
Q4 | $551K | Buy |
4,623
+2
| +0% | +$235 | 0.23% | 95 |
|
|
2017
Q3 | $555K | Buy |
4,621
+1,515
| +49% | +$172K | 0.25% | 92 |
|
|
2017
Q2 | $344K | Buy |
+3,106
| New | +$332K | 0.16% | 120 |
|
Other funds holding UPS
Court Place Advisors's UPS Position: Q3 2025 in Review
Court Place Advisors reduced its United Parcel Service (UPS) stake by 2.8% in Q3 2025, selling an estimated $18.8K and leaving 7,198 shares worth $601K. The position accounts for 0.18% of the portfolio, ranked #86.
Court Place Advisors first reported a position in UPS in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.9M in Q4 2021. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- Court Place Advisors held 7,198 shares of United Parcel Service worth $601K as of Q3 2025.
- Court Place Advisors sold 208 United Parcel Service shares in Q3 2025, an estimated $18.8K.
- United Parcel Service made up 0.18% of Court Place Advisors's portfolio in Q3 2025, its #86 holding.
- Court Place Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 33 quarters since.
- Court Place Advisors's United Parcel Service position peaked at $2.9M in Q4 2021.
- 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.