EPIMS
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Evelyn Partners Investment Management Services’s United Parcel Service UPS Stock Holding History

Evelyn Partners Investment Management Services’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
Q4 		– Sell
-805
Closed -$67.2K – 278
2025
Q3 		$67.2K Buy
+805
New +$72.9K 0.01% 165

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evelyn Partners Investment Management Services's UPS Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 805 shares — an estimated $67.2K sold.

Evelyn Partners Investment Management Services first reported a position in UPS in Q3 2025 and held it in 1 quarter. The position peaked at $67.2K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 805 United Parcel Service shares in Q4 2025, an estimated $67.2K.
  • Evelyn Partners Investment Management Services first reported a position in United Parcel Service in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's United Parcel Service position peaked at $67.2K in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.