Evelyn Partners Asset Management’s United Parcel Service UPS Stock Holding History

Evelyn Partners 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 Q2	–	Sell	-547	Closed	-$60.2K	–	248
2025 Q1	$60.2K	Hold	547	–	–	0.02%	132
2024 Q4	$69K	Buy	+547	New	+$72K	0.02%	123

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Evelyn Partners Asset Management's UPS Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 547 shares — an estimated $60.2K sold.

Evelyn Partners Asset Management first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $69K in Q4 2024. 2,116 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Evelyn Partners Asset Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 547 United Parcel Service shares in Q2 2025, an estimated $60.2K.
Evelyn Partners Asset Management first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
Evelyn Partners Asset Management's United Parcel Service position peaked at $69K in Q4 2024.
2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.