Lyell 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 | – | Sell |
-2,253
| Closed | -$227K | – | 224 |
|
|
2025
Q2 | $227K | Sell |
2,253
-10
| -0.4% | -$984 | 0.02% | 203 |
|
|
2025
Q1 | $249K | Hold |
2,263
| – | – | 0.02% | 185 |
|
|
2024
Q4 | $285K | Hold |
2,263
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $309K | Hold |
2,263
| – | – | 0.03% | 176 |
|
|
2024
Q2 | $310K | Sell |
2,263
-190
| -8% | -$27.2K | 0.03% | 168 |
|
|
2024
Q1 | $365K | Buy |
2,453
+190
| +8% | +$28.9K | 0.04% | 158 |
|
|
2023
Q4 | $356K | Sell |
2,263
-46
| -2% | -$6.96K | 0.04% | 151 |
|
|
2023
Q3 | $360K | Sell |
2,309
-2,209
| -49% | -$381K | 0.05% | 137 |
|
|
2023
Q2 | $810K | Sell |
4,518
-52
| -1% | -$9.23K | 0.1% | 111 |
|
|
2023
Q1 | $887K | Sell |
4,570
-200
| -4% | -$36.7K | 0.12% | 116 |
|
|
2022
Q4 | $829K | Buy |
4,770
+160
| +3% | +$27.7K | 0.13% | 115 |
|
|
2022
Q3 | $745K | Sell |
4,610
-79
| -2% | -$15K | 0.13% | 115 |
|
|
2022
Q2 | $856K | Buy |
4,689
+9
| +0.2% | +$1.64K | 0.14% | 107 |
|
|
2022
Q1 | $1M | Buy |
4,680
+137
| +3% | +$29.1K | 0.13% | 105 |
|
|
2021
Q4 | $974K | Buy |
4,543
+33
| +0.7% | +$6.71K | 0.11% | 108 |
|
|
2021
Q3 | $821K | Hold |
4,510
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $938K | Sell |
4,510
-1,185
| -21% | -$237K | 0.12% | 110 |
|
|
2021
Q1 | $968K | Buy |
5,695
+2,577
| +83% | +$417K | 0.14% | 97 |
|
|
2020
Q4 | $525K | Buy |
3,118
+20
| +0.6% | +$3.38K | 0.08% | 110 |
|
|
2020
Q3 | $516K | Buy |
3,098
+11
| +0.4% | +$1.6K | 0.1% | 93 |
|
|
2020
Q2 | $343K | Buy |
+3,087
| New | +$308K | 0.08% | 99 |
|
|
2019
Q1 | – | Sell |
-5,682
| Closed | -$554K | – | 124 |
|
|
2018
Q4 | $554K | Buy |
5,682
+260
| +5% | +$28.2K | 0.23% | 78 |
|
|
2018
Q3 | $633K | Sell |
5,422
-650
| -11% | -$76.5K | 0.21% | 80 |
|
|
2018
Q2 | $645K | Sell |
6,072
-565
| -9% | -$63.5K | 0.24% | 78 |
|
|
2018
Q1 | $695K | Sell |
6,637
-1,865
| -22% | -$216K | 0.26% | 76 |
|
|
2017
Q4 | $1.01M | Buy |
8,502
+358
| +4% | +$42.1K | 0.4% | 68 |
|
|
2017
Q3 | $978K | Buy |
8,144
+315
| +4% | +$35.8K | 0.42% | 65 |
|
|
2017
Q2 | $866K | Sell |
7,829
-5,339
| -41% | -$571K | 0.42% | 63 |
|
|
2017
Q1 | $1.41M | Sell |
13,168
-5,636
| -30% | -$616K | 0.76% | 52 |
|
|
2016
Q4 | $2.16M | Buy |
+18,804
| New | +$2.12M | 1.34% | 35 |
|
Other funds holding UPS
Lyell Wealth Management's UPS Position: Q3 2025 in Review
Lyell Wealth Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,253 shares — an estimated $227K sold.
Lyell Wealth Management first reported a position in UPS in Q4 2016 and held it in 30 quarters. The position peaked at $2.16M in Q4 2016. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- Lyell Wealth Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
- Lyell Wealth Management sold 2,253 United Parcel Service shares in Q3 2025, an estimated $227K.
- Lyell Wealth Management first reported a position in United Parcel Service in Q4 2016 and held it in 30 quarters.
- Lyell Wealth Management's United Parcel Service position peaked at $2.16M in Q4 2016.
- 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.