FAT
UPS icon

First American Trust’s United Parcel Service UPS Stock Holding History

First American Trust’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
-1,675
Closed -$211K – 249
2024
Q4 		$211K Sell
1,675
-317
-16% -$41.7K 0.02% 212
2024
Q3 		$272K Sell
1,992
-132
-6% -$17.3K 0.03% 190
2024
Q2 		$291K Buy
2,124
+147
+7% +$21K 0.03% 168
2024
Q1 		$294K Buy
+1,977
New +$301K 0.03% 175
2018
Q1 		– Sell
-2,154
Closed -$257K – 134
2017
Q4 		$257K Buy
+2,154
New +$253K 0.06% 104
2015
Q2 		– Sell
-12,124
Closed -$1.18M – 100
2015
Q1 		$1.18M Sell
12,124
-828
-6% -$85K 0.42% 70
2014
Q4 		$1.44M Sell
12,952
-3,580
-22% -$378K 0.53% 63
2014
Q3 		$1.63M Sell
16,532
-21,149
-56% -$2.1M 0.6% 65
2014
Q2 		$3.87M Sell
37,681
-4,768
-11% -$479K 1.47% 31
2014
Q1 		$4.13M Sell
42,449
-336
-0.8% -$32.8K 1.54% 23
2013
Q4 		$4.5M Sell
42,785
-18,186
-30% -$1.79M 1.52% 19
2013
Q3 		$5.57M Sell
60,971
-1,420
-2% -$125K 2% 13
2013
Q2 		$5.4M Buy
+62,391
New +$5.35M 2.03% 15

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

First American Trust's UPS Position: Q1 2025 in Review

First American Trust sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,675 shares — an estimated $211K sold.

First American Trust first reported a position in UPS in Q2 2013 and held it in 13 quarters. The position peaked at $5.57M in Q3 2013. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • First American Trust reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • First American Trust sold 1,675 United Parcel Service shares in Q1 2025, an estimated $211K.
  • First American Trust first reported a position in United Parcel Service in Q2 2013 and held it in 13 quarters.
  • First American Trust's United Parcel Service position peaked at $5.57M in Q3 2013.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on First American Trust's 13F filing for Q1 2025, filed 12 May 2025.