Morgan Stanley’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976M | Buy |
9,665,482
+813,524
| +9% | +$82.1M | 0.06% | 273 |
|
|
2025
Q1 | $974M | Buy |
8,851,958
+1,315,999
| +17% | +$145M | 0.07% | 261 |
|
|
2024
Q4 | $950M | Buy |
7,535,959
+655,656
| +10% | +$82.7M | 0.07% | 264 |
|
|
2024
Q3 | $938M | Sell |
6,880,303
-379,761
| -5% | -$51.8M | 0.07% | 266 |
|
|
2024
Q2 | $994M | Buy |
7,260,064
+90,563
| +1% | +$12.4M | 0.08% | 230 |
|
|
2024
Q1 | $1.07B | Sell |
7,169,501
-7,497,065
| -51% | -$1.11B | 0.09% | 218 |
|
|
2023
Q4 | $2.31B | Buy |
14,666,566
+8,117,604
| +124% | +$1.28B | 0.1% | 187 |
|
|
2023
Q3 | $1.02B | Sell |
6,548,962
-738,852
| -10% | -$115M | 0.1% | 184 |
|
|
2023
Q2 | $1.31B | Sell |
7,287,814
-188,234
| -3% | -$33.7M | 0.13% | 149 |
|
|
2023
Q1 | $1.45B | Sell |
7,476,048
-254,042
| -3% | -$49.3M | 0.16% | 135 |
|
|
2022
Q4 | $1.34B | Buy |
7,730,090
+1,949,775
| +34% | +$339M | 0.15% | 140 |
|
|
2022
Q3 | $934M | Buy |
5,780,315
+256,538
| +5% | +$41.4M | 0.13% | 165 |
|
|
2022
Q2 | $1.01B | Buy |
5,523,777
+2,858,895
| +107% | +$522M | 0.13% | 159 |
|
|
2022
Q1 | $572M | Sell |
2,664,882
-526,854
| -17% | -$113M | 0.08% | 243 |
|
|
2021
Q4 | $684M | Buy |
3,191,736
+161,540
| +5% | +$34.6M | 0.08% | 227 |
|
|
2021
Q3 | $552M | Buy |
3,030,196
+309,371
| +11% | +$56.3M | 0.07% | 243 |
|
|
2021
Q2 | $566M | Buy |
2,720,825
+34,323
| +1% | +$7.14M | 0.07% | 237 |
|
|
2021
Q1 | $457M | Sell |
2,686,502
-226,980
| -8% | -$38.6M | 0.07% | 263 |
|
|
2020
Q4 | $491M | Buy |
2,913,482
+694,714
| +31% | +$117M | 0.08% | 236 |
|
|
2020
Q3 | $370M | Buy |
2,218,768
+181,384
| +9% | +$30.2M | 0.07% | 243 |
|
|
2020
Q2 | $227M | Sell |
2,037,384
-317,049
| -13% | -$35.2M | 0.05% | 316 |
|
|
2020
Q1 | $220M | Sell |
2,354,433
-184,436
| -7% | -$17.2M | 0.06% | 286 |
|
|
2019
Q4 | $297M | Buy |
2,538,869
+547,471
| +27% | +$64.1M | 0.07% | 274 |
|
|
2019
Q3 | $239M | Sell |
1,991,398
-101,853
| -5% | -$12.2M | 0.06% | 304 |
|
|
2019
Q2 | $216M | Buy |
2,093,251
+106,198
| +5% | +$11M | 0.06% | 322 |
|
|
2019
Q1 | $222M | Sell |
1,987,053
-394,463
| -17% | -$44.1M | 0.06% | 306 |
|
|
2018
Q4 | $232M | Buy |
2,381,516
+142,124
| +6% | +$13.9M | 0.07% | 287 |
|
|
2018
Q3 | $261M | Sell |
2,239,392
-363,639
| -14% | -$42.5M | 0.07% | 295 |
|
|
2018
Q2 | $277M | Sell |
2,603,031
-519,933
| -17% | -$55.2M | 0.07% | 264 |
|
|
2018
Q1 | $327M | Buy |
3,122,964
+645,041
| +26% | +$67.5M | 0.09% | 226 |
|
|
2017
Q4 | $295M | Sell |
2,477,923
-315,115
| -11% | -$37.5M | 0.08% | 261 |
|
|
2017
Q3 | $335M | Buy |
2,793,038
+121,248
| +5% | +$14.6M | 0.1% | 212 |
|
|
2017
Q2 | $295M | Sell |
2,671,790
-403,917
| -13% | -$44.7M | 0.09% | 250 |
|
|
2017
Q1 | $330M | Sell |
3,075,707
-50,502
| -2% | -$5.42M | 0.1% | 212 |
|
|
2016
Q4 | $358M | Buy |
3,126,209
+249,257
| +9% | +$28.6M | 0.12% | 180 |
|
|
2016
Q3 | $315M | Buy |
2,876,952
+462,089
| +19% | +$50.5M | 0.11% | 200 |
|
|
2016
Q2 | $260M | Sell |
2,414,863
-979,551
| -29% | -$106M | 0.09% | 233 |
|
|
2016
Q1 | $358M | Sell |
3,394,414
-135,453
| -4% | -$14.3M | 0.14% | 169 |
|
|
2015
Q4 | $340M | Buy |
3,529,867
+767,087
| +28% | +$73.8M | 0.12% | 186 |
|
|
2015
Q3 | $273M | Buy |
2,762,780
+234,569
| +9% | +$23.1M | 0.1% | 222 |
|
|
2015
Q2 | $245M | Sell |
2,528,211
-46,407
| -2% | -$4.5M | 0.08% | 266 |
|
|
2015
Q1 | $250M | Sell |
2,574,618
-180,275
| -7% | -$17.5M | 0.09% | 257 |
|
|
2014
Q4 | $306M | Buy |
2,754,893
+339,672
| +14% | +$37.8M | 0.11% | 213 |
|
|
2014
Q3 | $237M | Sell |
2,415,221
-249,307
| -9% | -$24.5M | 0.09% | 243 |
|
|
2014
Q2 | $274M | Buy |
2,664,528
+80,457
| +3% | +$8.26M | 0.11% | 217 |
|
|
2014
Q1 | $252M | Sell |
2,584,071
-218,917
| -8% | -$21.3M | 0.11% | 224 |
|
|
2013
Q4 | $295M | Buy |
2,802,988
+432,367
| +18% | +$45.4M | 0.13% | 189 |
|
|
2013
Q3 | $217M | Buy |
2,370,621
+162,805
| +7% | +$14.9M | 0.1% | 222 |
|
|
2013
Q2 | $191M | Buy |
+2,207,816
| New | +$191M | 0.1% | 246 |
|