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Great Diamond Partners’s United Parcel Service UPS Stock Holding History

Great Diamond Partners’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
-2,185
Closed -$221K – 240
2025
Q2 		$221K Buy
+2,185
New +$215K 0.05% 212
2024
Q3 		– Sell
-2,098
Closed -$287K – 221
2024
Q2 		$287K Sell
2,098
-373
-15% -$53.4K 0.07% 173
2024
Q1 		$367K Buy
2,471
+172
+7% +$26.1K 0.08% 154
2023
Q4 		$361K Sell
2,299
-20
-0.9% -$3.02K 0.09% 158
2023
Q3 		$361K Sell
2,319
-71
-3% -$12.3K 0.1% 152
2023
Q2 		$428K Sell
2,390
-43
-2% -$7.63K 0.11% 139
2023
Q1 		$472K Sell
2,433
-82
-3% -$15K 0.14% 130
2022
Q4 		$437K Buy
2,515
+121
+5% +$20.9K 0.13% 133
2022
Q3 		$386K Buy
2,394
+104
+5% +$19.7K 0.13% 135
2022
Q2 		$418K Buy
2,290
+79
+4% +$14.4K 0.14% 129
2022
Q1 		$474K Buy
2,211
+70
+3% +$14.9K 0.13% 131
2021
Q4 		$458K Buy
2,141
+35
+2% +$7.12K 0.12% 140
2021
Q3 		$383K Buy
2,106
+43
+2% +$8.49K 0.11% 142
2021
Q2 		$429K Buy
2,063
+63
+3% +$12.6K 0.12% 131
2021
Q1 		$339K Buy
2,000
+63
+3% +$10.2K 0.1% 138
2020
Q4 		$326K Buy
1,937
+507
+35% +$85.6K 0.1% 128
2020
Q3 		$238K Buy
+1,430
New +$208K 0.09% 144

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 $3.37T AUM 44.26% 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

Great Diamond Partners's UPS Position: Q3 2025 in Review

Great Diamond Partners sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,185 shares — an estimated $221K sold.

Great Diamond Partners first reported a position in UPS in Q3 2020 and held it in 17 quarters. The position peaked at $474K in Q1 2022. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Great Diamond Partners reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Great Diamond Partners sold 2,185 United Parcel Service shares in Q3 2025, an estimated $221K.
  • Great Diamond Partners first reported a position in United Parcel Service in Q3 2020 and held it in 17 quarters.
  • Great Diamond Partners's United Parcel Service position peaked at $474K in Q1 2022.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.