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Inscription Capital’s United Parcel Service UPS Stock Holding History

Inscription 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
Q2 		– Sell
-1,360
Closed -$202K – 568
2025
Q1 		$202K Buy
+1,360
New +$163K 0.03% 323
2024
Q2 		– Sell
-1,360
Closed -$202K – 366
2024
Q1 		$202K Buy
+1,360
New +$207K 0.03% 323
2022
Q3 		– Sell
-2,989
Closed -$546K – 245
2022
Q2 		$546K Buy
2,989
+1,445
+94% +$264K 0.1% 144
2022
Q1 		$331K Buy
1,544
+35
+2% +$7.44K 0.09% 152
2021
Q4 		$323K Hold
1,509
– – 0.09% 169
2021
Q3 		$275K Sell
1,509
-2,904
-66% -$573K 0.09% 177
2021
Q2 		$918K Buy
4,413
+2,904
+192% +$581K 0.1% 139
2021
Q1 		$257K Buy
+1,509
New +$244K 0.09% 165
2019
Q1 		– Sell
-271
Closed -$26K – 285
2018
Q4 		$26K Buy
+271
New +$29.4K 0.01% 232

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Inscription Capital's UPS Position: Q2 2025 in Review

Inscription Capital sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,360 shares — an estimated $202K sold.

Inscription Capital first reported a position in UPS in Q4 2018 and held it in 9 quarters. The position peaked at $918K in Q2 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Inscription Capital reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Inscription Capital sold 1,360 United Parcel Service shares in Q2 2025, an estimated $202K.
  • Inscription Capital first reported a position in United Parcel Service in Q4 2018 and held it in 9 quarters.
  • Inscription Capital's United Parcel Service position peaked at $918K in Q2 2021.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.