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GLOBALT Investments’s United Parcel Service UPS Stock Holding History

GLOBALT Investments’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
-28,025
Closed -$2.83M – 217
2025
Q2 		$2.83M Sell
28,025
-1,745
-6% -$172K 0.11% 103
2025
Q1 		$3.27M Buy
29,770
+35
+0.1% +$4.18K 0.13% 96
2024
Q4 		$3.75M Sell
29,735
-1,289
-4% -$170K 0.14% 88
2024
Q3 		$4.23M Sell
31,024
-921
-3% -$121K 0.16% 78
2024
Q2 		$4.37M Sell
31,945
-556
-2% -$79.6K 0.17% 75
2024
Q1 		$4.83M Sell
32,501
-1,009
-3% -$153K 0.19% 72
2023
Q4 		$5.27M Buy
+33,510
New +$5.07M 0.22% 67

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GLOBALT Investments's UPS Position: Q3 2025 in Review

GLOBALT Investments sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 28,025 shares — an estimated $2.83M sold.

GLOBALT Investments first reported a position in UPS in Q4 2023 and held it in 7 quarters. The position peaked at $5.27M in Q4 2023. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • GLOBALT Investments reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • GLOBALT Investments sold 28,025 United Parcel Service shares in Q3 2025, an estimated $2.83M.
  • GLOBALT Investments first reported a position in United Parcel Service in Q4 2023 and held it in 7 quarters.
  • GLOBALT Investments's United Parcel Service position peaked at $5.27M in Q4 2023.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on GLOBALT Investments's 13F filing for Q3 2025, filed 14 Oct 2025.