HCG
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Haven Capital Group’s United Parcel Service UPS Stock Holding History

Haven Capital Group’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
-2,127
Closed -$215K – 43
2025
Q2 		$215K Hold
2,127
– – 0.19% 38
2025
Q1 		$234K Hold
2,127
– – 0.26% 31
2024
Q4 		$268K Buy
+2,127
New +$280K 0.25% 31

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

Haven Capital Group's UPS Position: Q3 2025 in Review

Haven Capital Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,127 shares — an estimated $215K sold.

Haven Capital Group first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $268K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Haven Capital Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Haven Capital Group sold 2,127 United Parcel Service shares in Q3 2025, an estimated $215K.
  • Haven Capital Group first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Haven Capital Group's United Parcel Service position peaked at $268K in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Haven Capital Group's 13F filing for Q3 2025, filed 12 Nov 2025.