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Foster & Motley’s United Parcel Service UPS Stock Holding History

Foster & Motley’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
-1,700
Closed -$214K – 387
2024
Q4 		$214K Sell
1,700
-458
-21% -$60.3K 0.01% 364
2024
Q3 		$294K Sell
2,158
-58
-3% -$7.62K 0.02% 336
2024
Q2 		$303K Sell
2,216
-500
-18% -$71.6K 0.02% 321
2024
Q1 		$404K Sell
2,716
-844
-24% -$128K 0.03% 288
2023
Q4 		$560K Sell
3,560
-336
-9% -$50.8K 0.04% 249
2023
Q3 		$607K Sell
3,896
-1,489
-28% -$257K 0.05% 245
2023
Q2 		$965K Sell
5,385
-831
-13% -$148K 0.07% 223
2023
Q1 		$1.21M Sell
6,216
-173
-3% -$31.7K 0.1% 197
2022
Q4 		$1.11M Sell
6,389
-89
-1% -$15.4K 0.09% 205
2022
Q3 		$1.05M Sell
6,478
-284
-4% -$53.8K 0.1% 195
2022
Q2 		$1.23M Buy
6,762
+2,972
+78% +$542K 0.11% 178
2022
Q1 		$813K Buy
3,790
+2,146
+131% +$456K 0.06% 214
2021
Q4 		$352K Buy
1,644
+25
+2% +$5.08K 0.03% 283
2021
Q3 		$295K Buy
1,619
+321
+25% +$63.4K 0.02% 290
2021
Q2 		$270K Buy
+1,298
New +$260K 0.02% 290
2017
Q4 		– Sell
-1,667
Closed -$200K – 224
2017
Q3 		$200K Sell
1,667
-2,739
-62% -$311K 0.03% 205
2017
Q2 		$487K Sell
4,406
-4,215
-49% -$451K 0.09% 146
2017
Q1 		$925K Sell
8,621
-2,619
-23% -$286K 0.17% 114
2016
Q4 		$1.29M Sell
11,240
-870
-7% -$98K 0.25% 96
2016
Q3 		$1.32M Buy
12,110
+133
+1% +$14.5K 0.26% 97
2016
Q2 		$1.29M Buy
11,977
+761
+7% +$79.2K 0.25% 95
2016
Q1 		$1.18M Buy
11,216
+6,947
+163% +$675K 0.24% 97
2015
Q4 		$411K Buy
4,269
+788
+23% +$80.5K 0.09% 134
2015
Q3 		$338K Buy
+3,481
New +$344K 0.08% 144

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

Foster & Motley's UPS Position: Q1 2025 in Review

Foster & Motley sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,700 shares — an estimated $214K sold.

Foster & Motley first reported a position in UPS in Q3 2015 and held it in 24 quarters. The position peaked at $1.32M in Q3 2016. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Foster & Motley reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Foster & Motley sold 1,700 United Parcel Service shares in Q1 2025, an estimated $214K.
  • Foster & Motley first reported a position in United Parcel Service in Q3 2015 and held it in 24 quarters.
  • Foster & Motley's United Parcel Service position peaked at $1.32M in Q3 2016.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Foster & Motley's 13F filing for Q1 2025, filed 8 May 2025.