First County Bank’s United Parcel Service UPS Stock Holding History

First County Bank’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 Q3	–	Sell	-2,235	Closed	-$226K	–	170
2025 Q2	$226K	Sell	2,235 -1,271	-36%	-$125K	0.12%	156
2025 Q1	$386K	Sell	3,506 -391	-10%	-$46.8K	0.21%	114
2024 Q4	$491K	Sell	3,897 -1,269	-25%	-$167K	0.27%	93
2024 Q3	$704K	Sell	5,166 -1,232	-19%	-$162K	0.35%	88
2024 Q2	$876K	Sell	6,398 -597	-9%	-$85.5K	0.45%	75
2024 Q1	$1.04M	Buy	6,995 +145	+2%	+$22K	0.51%	71
2023 Q4	$1.08M	Sell	6,850 -815	-11%	-$123K	0.52%	66
2023 Q3	$1.19M	Sell	7,665 -824	-10%	-$142K	0.62%	56
2023 Q2	$1.52M	Buy	8,489 +1,753	+26%	+$311K	0.74%	42
2023 Q1	$1.31M	Buy	6,736 +2,129	+46%	+$391K	0.64%	48
2022 Q4	$801K	Buy	+4,607	New	+$798K	0.38%	79

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 $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First County Bank's UPS Position: Q3 2025 in Review

First County Bank sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,235 shares — an estimated $226K sold.

First County Bank first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $1.52M in Q2 2023. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

First County Bank reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
First County Bank sold 2,235 United Parcel Service shares in Q3 2025, an estimated $226K.
First County Bank first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
First County Bank's United Parcel Service position peaked at $1.52M in Q2 2023.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on First County Bank's 13F filing for Q3 2025, filed 8 Oct 2025.