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Forte Capital’s United Parcel Service UPS Stock Holding History

Forte Capital’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 		$2.12M Buy
20,975
+1,153
+6% +$113K 0.23% 80
2025
Q1 		$2.18M Buy
19,822
+10,198
+106% +$1.22M 0.26% 75
2024
Q4 		$1.21M Sell
9,624
-2,296
-19% -$302K 0.14% 104
2024
Q3 		$1.63M Sell
11,920
-1,126
-9% -$148K 0.18% 97
2024
Q2 		$1.79M Sell
13,046
-254
-2% -$36.4K 0.22% 84
2024
Q1 		$1.98M Sell
13,300
-794
-6% -$121K 0.24% 75
2023
Q4 		$2.22M Sell
14,094
-350
-2% -$52.9K 0.3% 64
2023
Q3 		$2.25M Sell
14,444
-119
-0.8% -$20.5K 0.35% 58
2023
Q2 		$2.61M Buy
14,563
+1,264
+10% +$224K 0.38% 57
2023
Q1 		$2.58M Sell
13,299
-35
-0.3% -$6.42K 0.39% 56
2022
Q4 		$2.32M Buy
13,334
+557
+4% +$96.4K 0.4% 55
2022
Q3 		$2.06M Sell
12,777
-343
-3% -$64.9K 0.37% 58
2022
Q2 		$2.4M Buy
13,120
+502
+4% +$91.6K 0.42% 54
2022
Q1 		$2.71M Hold
12,618
– – 0.34% 56
2021
Q4 		$2.71M Sell
12,618
-430
-3% -$87.5K 0.34% 56
2021
Q3 		$2.38M Buy
13,048
+883
+7% +$174K 0.32% 54
2021
Q2 		$2.53M Buy
12,165
+1,315
+12% +$263K 0.34% 50
2021
Q1 		$1.84M Buy
10,850
+1,335
+14% +$216K 0.28% 56
2020
Q4 		$1.6M Sell
9,515
-3,587
-27% -$605K 0.25% 65
2020
Q3 		$2.18M Sell
13,102
-728
-5% -$106K 0.4% 47
2020
Q2 		$1.54M Buy
13,830
+544
+4% +$54.3K 0.32% 55
2020
Q1 		$1.24M Buy
+13,286
New +$1.38M 0.43% 53

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's UPS Position: Q2 2025 in Review

Forte Capital increased its United Parcel Service (UPS) stake by 5.8% in Q2 2025, buying an estimated $113K and bringing the position to 20,975 shares worth $2.12M. The position accounts for 0.23% of the portfolio, ranked #80.

Forte Capital first reported a position in UPS in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.71M in Q1 2022. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Forte Capital held 20,975 shares of United Parcel Service worth $2.12M as of Q2 2025.
  • Forte Capital bought 1,153 United Parcel Service shares in Q2 2025, an estimated $113K.
  • United Parcel Service made up 0.23% of Forte Capital's portfolio in Q2 2025, its #80 holding.
  • Forte Capital first reported a position in United Parcel Service in Q1 2020 and has held it in 22 quarters since.
  • Forte Capital's United Parcel Service position peaked at $2.71M in Q1 2022.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.