MBB Public Markets’s United Parcel Service UPS Stock Holding History

MBB Public Markets’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	-2,175	Closed	-$220K	–	463
2025 Q2	$220K	Sell	2,175 -525	-19%	-$51.7K	0.02%	475
2025 Q1	$297K	Buy	+2,700	New	+$323K	0.03%	467
2024 Q4	–	Sell	-2,160	Closed	-$294K	–	524
2024 Q3	$294K	Sell	2,160 -49,743	-96%	-$6.53M	0.02%	452
2024 Q2	$7.1M	Buy	51,903 +49,926	+2,525%	+$7.15M	0.14%	128
2024 Q1	$294K	Buy	+1,977	New	+$301K	0.02%	216
2022 Q1	–	Sell	-5,674	Closed	-$1.22M	–	443
2021 Q4	$1.22M	Buy	+5,674	New	+$1.15M	0.02%	113

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MBB Public Markets's UPS Position: Q3 2025 in Review

MBB Public Markets sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,175 shares — an estimated $220K sold.

MBB Public Markets first reported a position in UPS in Q4 2021 and held it in 6 quarters. The position peaked at $7.1M in Q2 2024. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

MBB Public Markets reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 2,175 United Parcel Service shares in Q3 2025, an estimated $220K.
MBB Public Markets first reported a position in United Parcel Service in Q4 2021 and held it in 6 quarters.
MBB Public Markets's United Parcel Service position peaked at $7.1M in Q2 2024.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.