Members Capital Advisors Inc’s United Parcel Service UPS Stock Holding History

Members Capital Advisors Inc’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	-1,481	Closed	-$149K	–	29
2025 Q2	$149K	Hold	1,481	–	–	0.17%	26
2025 Q1	$163K	Hold	1,481	–	–	0.19%	25
2024 Q4	$187K	Hold	1,481	–	–	0.17%	22
2024 Q3	$202K	Hold	1,481	–	–	0.23%	21
2024 Q2	$203K	Hold	1,481	–	–	0.24%	18
2024 Q1	$220K	Hold	1,481	–	–	0.62%	15
2023 Q4	$233K	Sell	1,481 -6,700	-82%	-$1.01M	0.67%	13
2023 Q3	$1.28M	Buy	8,181 +6,700	+452%	+$1.16M	1.58%	24
2023 Q2	$265K	Sell	1,481 -17,616	-92%	-$3.13M	0.27%	56
2023 Q1	$3.7M	Hold	19,097	–	–	2.68%	4
2022 Q4	$3.32M	Hold	19,097	–	–	2.39%	4
2022 Q3	$3.08M	Hold	19,097	–	–	2.43%	4
2022 Q2	$3.49M	Hold	19,097	–	–	2.52%	4
2022 Q1	$4.1M	Hold	19,097	–	–	2.63%	4
2021 Q4	$4.09M	Hold	19,097	–	–	2.1%	7
2021 Q3	$3.48M	Hold	19,097	–	–	1.89%	6
2021 Q2	$3.97M	Hold	19,097	–	–	2.46%	4
2021 Q1	$3.25M	Hold	19,097	–	–	2.49%	3
2020 Q4	$3.22M	Hold	19,097	–	–	2.73%	4
2020 Q3	$3.18M	Buy	+19,097	New	+$2.78M	2.99%	3
2020 Q1	–	Sell	-14,697	Closed	-$1.72M	–	43
2019 Q4	$1.72M	Buy	+14,697	New	+$1.74M	1.31%	13

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Capital Advisors Inc's UPS Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 1,481 shares — an estimated $149K sold.

Members Capital Advisors Inc first reported a position in UPS in Q4 2019 and held it in 21 quarters. The position peaked at $4.1M in Q1 2022. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Members Capital Advisors Inc reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 1,481 United Parcel Service shares in Q3 2025, an estimated $149K.
Members Capital Advisors Inc first reported a position in United Parcel Service in Q4 2019 and held it in 21 quarters.
Members Capital Advisors Inc's United Parcel Service position peaked at $4.1M in Q1 2022.
1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.