Gables Capital Management’s United Parcel Service UPS Stock Holding History

Gables Capital Management’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	–	Sell	-86	Closed	-$9.46K	–	452
2025 Q1	$9.46K	Hold	86	–	–	﹤0.01%	362
2024 Q4	$10.8K	Hold	86	–	–	0.01%	354
2024 Q3	$11.7K	Hold	86	–	–	0.01%	353
2024 Q2	$11.8K	Hold	86	–	–	0.01%	315
2024 Q1	$12.8K	Hold	86	–	–	0.01%	309
2023 Q4	$13.5K	Buy	+86	New	+$13K	0.01%	289
2023 Q2	–	Sell	-11	Closed	-$2.13K	–	387
2023 Q1	$2.13K	Buy	+11	New	+$2.02K	﹤0.01%	347
2020 Q2	–	Sell	-1,193	Closed	-$111K	–	408
2020 Q1	$111K	Buy	1,193 +66	+6%	+$6.84K	0.09%	135
2019 Q4	$131K	Hold	1,127	–	–	0.09%	145
2019 Q3	$135K	Hold	1,127	–	–	0.1%	141
2019 Q2	$116K	Hold	1,127	–	–	0.09%	133
2019 Q1	$126K	Sell	1,127 -12	-1%	-$1.27K	0.1%	126
2018 Q4	$111K	Hold	1,139	–	–	0.1%	125
2018 Q3	$133K	Hold	1,139	–	–	0.1%	125
2018 Q2	$122K	Hold	1,139	–	–	0.1%	121
2018 Q1	$119K	Buy	+1,139	New	+$132K	0.11%	126

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gables Capital Management's UPS Position: Q2 2025 in Review

Gables Capital Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 86 shares — an estimated $9.46K sold.

Gables Capital Management first reported a position in UPS in Q1 2018 and held it in 16 quarters. The position peaked at $135K in Q3 2019. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Gables Capital Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Gables Capital Management sold 86 United Parcel Service shares in Q2 2025, an estimated $9.46K.
Gables Capital Management first reported a position in United Parcel Service in Q1 2018 and held it in 16 quarters.
Gables Capital Management's United Parcel Service position peaked at $135K in Q3 2019.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Gables Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.