Moloney Securities Asset 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
$842K Sell
10,080
-1,391
-12% -$126K 0.1% 209
2025
Q2
$1.16M Buy
11,471
+6,326
+123% +$622K 0.14% 170
2025
Q1
$566K Sell
5,145
-1,119
-18% -$134K 0.08% 235
2024
Q4
$790K Sell
6,264
-1,014
-14% -$133K 0.11% 206
2024
Q3
$992K Sell
7,278
-587
-7% -$77.1K 0.13% 194
2024
Q2
$1.08M Buy
7,865
+370
+5% +$53K 0.16% 149
2024
Q1
$1.11M Sell
7,495
-817
-10% -$124K 0.17% 150
2023
Q4
$1.31M Sell
8,312
-258
-3% -$39K 0.21% 118
2023
Q3
$1.34M Sell
8,570
-105
-1% -$18.1K 0.24% 100
2023
Q2
$1.55M Sell
8,675
-269
-3% -$47.8K 0.27% 89
2023
Q1
$1.74M Sell
8,944
-77
-0.9% -$14.1K 0.32% 80
2022
Q4
$1.57M Sell
9,021
-14
-0.2% -$2.42K 0.35% 82
2022
Q3
$1.46M Buy
9,035
+149
+2% +$28.2K 0.35% 75
2022
Q2
$1.62M Sell
8,886
-878
-9% -$160K 0.38% 73
2022
Q1
$2.09M Sell
9,764
-15
-0.2% -$3.19K 0.41% 70
2021
Q4
$2.1M Buy
9,779
+525
+6% +$107K 0.36% 70
2021
Q3
$1.69M Buy
9,254
+30
+0.3% +$5.92K 0.31% 95
2021
Q2
$1.92M Sell
9,224
-849
-8% -$170K 0.35% 82
2021
Q1
$1.71M Buy
10,073
+51
+0.5% +$8.25K 0.34% 85
2020
Q4
$1.69M Buy
10,022
+706
+8% +$119K 0.37% 74
2020
Q3
$1.55M Sell
9,316
-1,917
-17% -$279K 0.41% 74
2020
Q2
$1.25M Buy
11,233
+732
+7% +$73.1K 0.36% 88
2020
Q1
$981K Sell
10,501
-374
-3% -$38.7K 0.35% 90
2019
Q4
$1.27M Sell
10,875
-4,510
-29% -$534K 0.39% 75
2019
Q3
$1.84M Sell
15,385
-2,857
-16% -$327K 0.62% 47
2019
Q2
$1.88M Buy
18,242
+800
+5% +$83.2K 0.63% 43
2019
Q1
$1.95M Sell
17,442
-2,237
-11% -$237K 0.67% 38
2018
Q4
$1.92M Sell
19,679
-811
-4% -$87.9K 0.78% 31
2018
Q3
$2.39M Sell
20,490
-877
-4% -$103K 0.83% 26
2018
Q2
$2.27M Sell
21,367
-1,491
-7% -$167K 0.86% 26
2018
Q1
$2.39M Sell
22,858
-1,079
-5% -$125K 0.97% 19
2017
Q4
$2.85M Sell
23,937
-1,168
-5% -$137K 1.2% 17
2017
Q3
$3.02M Buy
25,105
+387
+2% +$44K 1.34% 16
2017
Q2
$2.73M Buy
24,718
+582
+2% +$62.2K 1.36% 15
2017
Q1
$2.59M Sell
24,136
-953
-4% -$104K 1.34% 13
2016
Q4
$2.88M Buy
+25,089
New +$2.83M 1.74% 9

Other funds holding UPS

Moloney Securities Asset Management's UPS Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its United Parcel Service (UPS) stake by 12% in Q3 2025, selling an estimated $126K and leaving 10,080 shares worth $842K. The position accounts for 0.1% of the portfolio, ranked #209.

Moloney Securities Asset Management first reported a position in UPS in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.02M in Q3 2017. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Moloney Securities Asset Management held 10,080 shares of United Parcel Service worth $842K as of Q3 2025.
  • Moloney Securities Asset Management sold 1,391 United Parcel Service shares in Q3 2025, an estimated $126K.
  • United Parcel Service made up 0.1% of Moloney Securities Asset Management's portfolio in Q3 2025, its #209 holding.
  • Moloney Securities Asset Management first reported a position in United Parcel Service in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's United Parcel Service position peaked at $3.02M in Q3 2017.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.