EDRH
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Edmond de Rothschild Holding’s United Parcel Service UPS Stock Holding History

Edmond de Rothschild Holding’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
2018
Q2 		– Sell
-58
Closed -$28K – 793
2018
Q1 		$28K Buy
+58
New +$6.7K ﹤0.01% 683

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

Edmond de Rothschild Holding's UPS Position: Q3 2025 in Review

Edmond de Rothschild Holding sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 482 shares — an estimated $48.7K sold.

Edmond de Rothschild Holding first reported a position in UPS in Q3 2015 and held it in 40 quarters. The position peaked at $5.8M in Q3 2024. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Edmond de Rothschild Holding reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 482 United Parcel Service shares in Q3 2025, an estimated $48.7K.
  • Edmond de Rothschild Holding first reported a position in United Parcel Service in Q3 2015 and held it in 40 quarters.
  • Edmond de Rothschild Holding's United Parcel Service position peaked at $5.8M in Q3 2024.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2025, filed 13 Nov 2025.