Laird Norton Wetherby Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Sell |
4,826
-1,372
| -22% | -$124K | 0.02% | 649 |
|
|
2025
Q2 | $626K | Buy |
+6,198
| New | +$610K | 0.03% | 498 |
|
|
2024
Q4 | $1.06M | Sell |
8,400
-2,656
| -24% | -$350K | 0.05% | 326 |
|
|
2024
Q3 | $1.51M | Sell |
11,056
-1,197
| -10% | -$157K | 0.07% | 272 |
|
|
2024
Q2 | $1.68M | Sell |
12,253
-1,129
| -8% | -$162K | 0.08% | 242 |
|
|
2024
Q1 | $1.99M | Sell |
13,382
-290
| -2% | -$44.1K | 0.09% | 225 |
|
|
2023
Q4 | $2.15M | Buy |
13,672
+2,355
| +21% | +$356K | 0.11% | 189 |
|
|
2023
Q3 | $1.76M | Sell |
11,317
-1,932
| -15% | -$333K | 0.1% | 211 |
|
|
2023
Q2 | $2.37M | Sell |
13,249
-1,837
| -12% | -$326K | 0.13% | 153 |
|
|
2023
Q1 | $2.93M | Buy |
15,086
+848
| +6% | +$156K | 0.17% | 124 |
|
|
2022
Q4 | $2.48M | Buy |
14,238
+632
| +5% | +$109K | 0.16% | 140 |
|
|
2022
Q3 | $2.2M | Sell |
13,606
-1,210
| -8% | -$229K | 0.16% | 131 |
|
|
2022
Q2 | $2.71M | Buy |
14,816
+1,519
| +11% | +$277K | 0.18% | 101 |
|
|
2022
Q1 | $2.85M | Buy |
13,297
+689
| +5% | +$146K | 0.16% | 113 |
|
|
2021
Q4 | $2.7M | Buy |
12,608
+275
| +2% | +$55.9K | 0.15% | 117 |
|
|
2021
Q3 | $2.25M | Buy |
12,333
+139
| +1% | +$27.4K | 0.14% | 137 |
|
|
2021
Q2 | $2.54M | Buy |
12,194
+2,055
| +20% | +$411K | 0.15% | 120 |
|
|
2021
Q1 | $1.72M | Sell |
10,139
-2,241
| -18% | -$362K | 0.13% | 152 |
|
|
2020
Q4 | $2.08M | Buy |
12,380
+2,237
| +22% | +$378K | 0.14% | 139 |
|
|
2020
Q3 | $1.69M | Sell |
10,143
-258
| -2% | -$37.6K | 0.15% | 131 |
|
|
2020
Q2 | $1.16M | Sell |
10,401
-1,326
| -11% | -$132K | 0.11% | 181 |
|
|
2020
Q1 | $1.1M | Sell |
11,727
-3,127
| -21% | -$324K | 0.12% | 173 |
|
|
2019
Q4 | $1.74M | Sell |
14,854
-558
| -4% | -$66.1K | 0.17% | 137 |
|
|
2019
Q3 | $1.85M | Buy |
15,412
+542
| +4% | +$62K | 0.19% | 121 |
|
|
2019
Q2 | $1.54M | Buy |
14,870
+284
| +2% | +$29.5K | 0.17% | 144 |
|
|
2019
Q1 | $1.63M | Buy |
14,586
+1,135
| +8% | +$120K | 0.2% | 111 |
|
|
2018
Q4 | $1.31M | Sell |
13,451
-1,665
| -11% | -$181K | 0.19% | 122 |
|
|
2018
Q3 | $1.76M | Buy |
15,116
+724
| +5% | +$85.2K | 0.22% | 103 |
|
|
2018
Q2 | $1.53M | Buy |
14,392
+1,942
| +16% | +$218K | 0.21% | 107 |
|
|
2018
Q1 | $1.3M | Sell |
12,450
-1,701
| -12% | -$197K | 0.18% | 123 |
|
|
2017
Q4 | $1.69M | Buy |
14,151
+589
| +4% | +$69.2K | 0.23% | 89 |
|
|
2017
Q3 | $1.63M | Buy |
13,562
+422
| +3% | +$48K | 0.24% | 86 |
|
|
2017
Q2 | $1.45M | Buy |
13,140
+1,695
| +15% | +$181K | 0.25% | 81 |
|
|
2017
Q1 | $1.23M | Sell |
11,445
-925
| -7% | -$101K | 0.22% | 98 |
|
|
2016
Q4 | $1.42M | Buy |
12,370
+710
| +6% | +$80K | 0.28% | 75 |
|
|
2016
Q3 | $1.27M | Buy |
11,660
+746
| +7% | +$81.5K | 0.26% | 83 |
|
|
2016
Q2 | $1.18M | Buy |
10,914
+811
| +8% | +$84.4K | 0.26% | 84 |
|
|
2016
Q1 | $1.06M | Sell |
10,103
-698
| -6% | -$67.8K | 0.25% | 84 |
|
|
2015
Q4 | $1.04M | Buy |
10,801
+119
| +1% | +$12.2K | 0.25% | 88 |
|
|
2015
Q3 | $1.05M | Buy |
10,682
+671
| +7% | +$66.3K | 0.27% | 81 |
|
|
2015
Q2 | $970K | Buy |
10,011
+92
| +0.9% | +$9.14K | 0.23% | 93 |
|
|
2015
Q1 | $962K | Sell |
9,919
-71
| -0.7% | -$7.29K | 0.23% | 89 |
|
|
2014
Q4 | $1.11M | Buy |
9,990
+347
| +4% | +$36.6K | 0.28% | 73 |
|
|
2014
Q3 | $948K | Sell |
9,643
-9
| -0.1% | -$894 | 0.26% | 84 |
|
|
2014
Q2 | $991K | Sell |
9,652
-635
| -6% | -$63.8K | 0.28% | 79 |
|
|
2014
Q1 | $1M | Sell |
10,287
-202
| -2% | -$19.7K | 0.29% | 77 |
|
|
2013
Q4 | $1.1M | Buy |
10,489
+252
| +2% | +$24.8K | 0.31% | 68 |
|
|
2013
Q3 | $935K | Buy |
10,237
+226
| +2% | +$19.9K | 0.29% | 78 |
|
|
2013
Q2 | $866K | Buy |
+10,011
| New | +$859K | 0.3% | 72 |
|
Other funds holding UPS
Laird Norton Wetherby Wealth Management's UPS Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management reduced its United Parcel Service (UPS) stake by 22% in Q3 2025, selling an estimated $124K and leaving 4,826 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #649.
Laird Norton Wetherby Wealth Management first reported a position in UPS in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.93M in Q1 2023. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 4,826 shares of United Parcel Service worth $403K as of Q3 2025.
- Laird Norton Wetherby Wealth Management sold 1,372 United Parcel Service shares in Q3 2025, an estimated $124K.
- United Parcel Service made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #649 holding.
- Laird Norton Wetherby Wealth Management first reported a position in United Parcel Service in Q2 2013 and has held it in 49 quarters since.
- Laird Norton Wetherby Wealth Management's United Parcel Service position peaked at $2.93M in Q1 2023.
- 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.