Fortis Capital Advisors’s United Parcel Service UPS Stock Holding History

Fortis Capital Advisors’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	-3,365	Closed	-$340K	–	308
2025 Q2	$340K	Buy	3,365 +180	+6%	+$17.7K	0.06%	193
2025 Q1	$350K	Buy	3,185 +104	+3%	+$12.4K	0.07%	192
2024 Q4	$396K	Sell	3,081 -45	-1%	-$5.92K	0.14%	125
2024 Q3	$426K	Buy	3,126 +45	+1%	+$5.91K	0.14%	112
2024 Q2	$422K	Hold	3,081	–	–	0.15%	116
2024 Q1	$458K	Buy	3,081 +81	+3%	+$12.3K	0.19%	94
2023 Q4	$472K	Buy	+3,000	New	+$454K	0.25%	62
2023 Q2	–	Sell	-75	Closed	-$14.5K	–	593
2023 Q1	$14.5K	Hold	75	–	–	0.01%	428
2022 Q4	$13K	Buy	+75	New	+$13K	0.01%	453

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

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

Fortis Capital Advisors's UPS Position: Q3 2025 in Review

Fortis Capital Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,365 shares — an estimated $340K sold.

Fortis Capital Advisors first reported a position in UPS in Q4 2022 and held it in 9 quarters. The position peaked at $472K in Q4 2023. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Fortis Capital Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Fortis Capital Advisors sold 3,365 United Parcel Service shares in Q3 2025, an estimated $340K.
Fortis Capital Advisors first reported a position in United Parcel Service in Q4 2022 and held it in 9 quarters.
Fortis Capital Advisors's United Parcel Service position peaked at $472K in Q4 2023.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.