iSAM Funds (UK)’s United Parcel Service UPS Stock Holding History

iSAM Funds (UK)’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	-2,495	Closed	-$274K	–	600
2025 Q1	$274K	Sell	2,495 -1,299	-34%	-$155K	0.14%	240
2024 Q4	$478K	Buy	+3,794	New	+$499K	0.36%	106

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

iSAM Funds (UK)'s UPS Position: Q2 2025 in Review

iSAM Funds (UK) sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,495 shares — an estimated $274K sold.

iSAM Funds (UK) first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $478K in Q4 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

iSAM Funds (UK) reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
iSAM Funds (UK) sold 2,495 United Parcel Service shares in Q2 2025, an estimated $274K.
iSAM Funds (UK) first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
iSAM Funds (UK)'s United Parcel Service position peaked at $478K in Q4 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on iSAM Funds (UK)'s 13F filing for Q2 2025, filed 14 Aug 2025.