Garde Capital’s United Parcel Service UPS Stock Holding History

Garde 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	-30	Closed	-$3.03K	–	771
2025 Q2	$3.03K	Sell	30 -307	-91%	-$30.2K	﹤0.01%	601
2025 Q1	$37.1K	Buy	+337	New	+$40.3K	﹤0.01%	367
2022 Q4	–	Sell	-758	Closed	-$122K	–	258
2022 Q3	$122K	Buy	+758	New	+$144K	0.02%	219

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

Garde Capital's UPS Position: Q3 2025 in Review

Garde Capital sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 30 shares — an estimated $3.03K sold.

Garde Capital first reported a position in UPS in Q3 2022 and held it in 3 quarters. The position peaked at $122K in Q3 2022. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Garde Capital reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 30 United Parcel Service shares in Q3 2025, an estimated $3.03K.
Garde Capital first reported a position in United Parcel Service in Q3 2022 and held it in 3 quarters.
Garde Capital's United Parcel Service position peaked at $122K in Q3 2022.
1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.