Ilex Capital Partners’s United Parcel Service UPS Stock Holding History

Ilex Capital 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 Q2	–	Sell	-28,150	Closed	-$3.1M	–	260
2025 Q1	$3.1M	Buy	+28,150	New	+$3.37M	0.13%	50

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

Ilex Capital Partners's UPS Position: Q2 2025 in Review

Ilex Capital Partners sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 28,150 shares — an estimated $3.1M sold.

Ilex Capital Partners first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $3.1M in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Ilex Capital Partners reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Ilex Capital Partners sold 28,150 United Parcel Service shares in Q2 2025, an estimated $3.1M.
Ilex Capital Partners first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
Ilex Capital Partners's United Parcel Service position peaked at $3.1M in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Ilex Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.