LGF
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LGT Group Foundation’s United Parcel Service UPS Stock Holding History

LGT Group Foundation’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
Q3 		– Sell
-3,383
Closed -$341K – 299
2025
Q2 		$341K Buy
3,383
+262
+8% +$25.8K ﹤0.01% 253
2025
Q1 		$343K Buy
3,121
+870
+39% +$104K ﹤0.01% 247
2024
Q4 		$284K Sell
2,251
-32,591
-94% -$4.29M ﹤0.01% 250
2024
Q3 		$4.63M Sell
34,842
-81
-0.2% -$10.6K 0.08% 139
2024
Q2 		$4.78M Sell
34,923
-2,799
-7% -$401K 0.08% 135
2024
Q1 		$5.61M Sell
37,722
-12,208
-24% -$1.86M 0.13% 124
2023
Q4 		$7.85M Sell
49,930
-1,127
-2% -$170K 0.17% 110
2023
Q3 		$7.92M Sell
51,057
-9,886
-16% -$1.71M 0.2% 105
2023
Q2 		$10.9M Sell
60,943
-19,106
-24% -$3.39M 0.26% 92
2023
Q1 		$15.5M Buy
80,049
+2,856
+4% +$524K 0.45% 60
2022
Q4 		$13.4M Sell
77,193
-13,315
-15% -$2.3M 0.42% 64
2022
Q3 		$14.6M Sell
90,508
-26,021
-22% -$4.93M 0.57% 46
2022
Q2 		$21.3M Buy
116,529
+1,116
+1% +$204K 0.65% 38
2022
Q1 		$23.8M Buy
115,413
+2,525
+2% +$537K 0.56% 42
2021
Q4 		$24.2M Buy
+112,888
New +$23M 0.62% 34

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LGT Group Foundation's UPS Position: Q3 2025 in Review

LGT Group Foundation sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,383 shares — an estimated $341K sold.

LGT Group Foundation first reported a position in UPS in Q4 2021 and held it in 15 quarters. The position peaked at $24.2M in Q4 2021. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • LGT Group Foundation reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • LGT Group Foundation sold 3,383 United Parcel Service shares in Q3 2025, an estimated $341K.
  • LGT Group Foundation first reported a position in United Parcel Service in Q4 2021 and held it in 15 quarters.
  • LGT Group Foundation's United Parcel Service position peaked at $24.2M in Q4 2021.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on LGT Group Foundation's 13F filing for Q3 2025, filed 13 Nov 2025.