J. Safra Sarasin Holding’s United Parcel Service UPS Stock Holding History

J. Safra Sarasin Holding’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	-420,634	Closed	-$46.3M	–	547
2025 Q1	$46.3M	Sell	420,634 -4,014	-0.9%	-$480K	0.84%	38
2024 Q4	$53.5M	Buy	424,648 +2,960	+0.7%	+$390K	0.91%	38
2024 Q3	$57.5M	Sell	421,688 -10,332	-2%	-$1.36M	1%	36
2024 Q2	$59.1M	Buy	+432,020	New	+$61.9M	1.08%	26

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

J. Safra Sarasin Holding's UPS Position: Q2 2025 in Review

J. Safra Sarasin Holding sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 420,634 shares — an estimated $46.3M sold.

J. Safra Sarasin Holding first reported a position in UPS in Q2 2024 and held it in 4 quarters. The position peaked at $59.1M in Q2 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

J. Safra Sarasin Holding reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 420,634 United Parcel Service shares in Q2 2025, an estimated $46.3M.
J. Safra Sarasin Holding first reported a position in United Parcel Service in Q2 2024 and held it in 4 quarters.
J. Safra Sarasin Holding's United Parcel Service position peaked at $59.1M in Q2 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2025, filed 21 Jul 2025.