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Fusion Capital’s United Parcel Service UPS Stock Holding History

Fusion 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
Q3 		– Sell
-49,711
Closed -$5.02M – 100
2025
Q2 		$5.02M Buy
49,711
+2,812
+6% +$277K 1.72% 24
2025
Q1 		$5.16M Buy
46,899
+11,715
+33% +$1.4M 1.97% 23
2024
Q4 		$4.44M Sell
35,184
-5,392
-13% -$710K 1.79% 22
2024
Q3 		$5.53M Buy
40,576
+3,518
+9% +$462K 2.37% 20
2024
Q2 		$5.07M Sell
37,058
-307
-0.8% -$44K 2.31% 21
2024
Q1 		$5.55M Buy
37,365
+3,359
+10% +$511K 2.54% 20
2023
Q4 		$5.35M Buy
34,006
+1,802
+6% +$272K 2.74% 15
2023
Q3 		$5.02M Buy
32,204
+1,391
+5% +$240K 2.83% 17
2023
Q2 		$5.52M Buy
30,813
+424
+1% +$75.3K 3.09% 13
2023
Q1 		$5.89M Sell
30,389
-14
-0% -$2.57K 3.37% 9
2022
Q4 		$5.29M Buy
30,403
+738
+2% +$128K 3.12% 13
2022
Q3 		$4.79M Buy
29,665
+442
+2% +$83.7K 3.12% 9
2022
Q2 		$5.33M Buy
29,223
+1,043
+4% +$190K 3.29% 8
2022
Q1 		$6.04M Buy
28,180
+1,288
+5% +$274K 3.17% 8
2021
Q4 		$5.76M Buy
26,892
+1,015
+4% +$206K 2.93% 12
2021
Q3 		$4.71M Buy
25,877
+485
+2% +$95.7K 2.79% 14
2021
Q2 		$5.28M Buy
25,392
+809
+3% +$162K 3.18% 10
2021
Q1 		$4.18M Buy
24,583
+1,332
+6% +$215K 2.72% 14
2020
Q4 		$3.92M Buy
23,251
+348
+2% +$58.7K 2.82% 8
2020
Q3 		$3.82M Sell
22,903
-1,073
-4% -$156K 3.32% 7
2020
Q2 		$2.67M Buy
23,976
+2,071
+9% +$207K 2.56% 16
2020
Q1 		$2.05M Buy
21,905
+383
+2% +$39.7K 2.45% 20
2019
Q4 		$2.52M Buy
+21,522
New +$2.55M 2.27% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fusion Capital's UPS Position: Q3 2025 in Review

Fusion Capital sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 49,711 shares — an estimated $5.02M sold.

Fusion Capital first reported a position in UPS in Q4 2019 and held it in 23 quarters. The position peaked at $6.04M in Q1 2022. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Fusion Capital reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Fusion Capital sold 49,711 United Parcel Service shares in Q3 2025, an estimated $5.02M.
  • Fusion Capital first reported a position in United Parcel Service in Q4 2019 and held it in 23 quarters.
  • Fusion Capital's United Parcel Service position peaked at $6.04M in Q1 2022.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Fusion Capital's 13F filing for Q3 2025, filed 5 Nov 2025.