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Noesis Capital Mangement’s United Parcel Service UPS Stock Holding History

Noesis Capital Mangement’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
Q2 		– Sell
-56,402
Closed -$6.2M – 137
2025
Q1 		$6.2M Sell
56,402
-2,813
-5% -$336K 1.23% 30
2024
Q4 		$7.47M Sell
59,215
-1,252
-2% -$165K 1.42% 29
2024
Q3 		$8.24M Sell
60,467
-899
-1% -$118K 1.64% 26
2024
Q2 		$8.4M Sell
61,366
-967
-2% -$138K 1.86% 21
2024
Q1 		$9.26M Sell
62,333
-1,950
-3% -$296K 2.06% 21
2023
Q4 		$10.1M Sell
64,283
-864
-1% -$131K 2.38% 19
2023
Q3 		$10.2M Sell
65,147
-373
-0.6% -$64.4K 2.66% 14
2023
Q2 		$11.7M Buy
65,520
+543
+0.8% +$96.4K 2.89% 13
2023
Q1 		$12.6M Buy
64,977
+2,605
+4% +$478K 3.19% 12
2022
Q4 		$10.8M Sell
62,372
-411
-0.7% -$71.1K 3.08% 12
2022
Q3 		$10.1M Buy
62,783
+1,142
+2% +$216K 3.07% 13
2022
Q2 		$11.3M Sell
61,641
-108
-0.2% -$19.7K 3.34% 11
2022
Q1 		$13.2M Sell
61,749
-3,481
-5% -$740K 3.19% 10
2021
Q4 		$14M Sell
65,230
-9,176
-12% -$1.87M 2.82% 13
2021
Q3 		$13.5M Buy
74,406
+3,235
+5% +$639K 2.65% 16
2021
Q2 		$15M Buy
71,171
+1,084
+2% +$217K 3.06% 12
2021
Q1 		$11.9M Buy
70,087
+1,257
+2% +$203K 2.68% 15
2020
Q4 		$11.6M Sell
68,830
-473
-0.7% -$79.8K 2.86% 16
2020
Q3 		$11.5M Sell
69,303
-2,883
-4% -$420K 3.27% 9
2020
Q2 		$8.03M Sell
72,186
-537
-0.7% -$53.6K 2.54% 20
2020
Q1 		$6.79M Buy
72,723
+1,265
+2% +$131K 2.5% 19
2019
Q4 		$8.37M Buy
71,458
+2,137
+3% +$253K 2.33% 21
2019
Q3 		$8.31M Sell
69,321
-752
-1% -$86K 2.69% 18
2019
Q2 		$7.24M Buy
70,073
+5,489
+8% +$571K 2.47% 21
2019
Q1 		$7.22M Sell
64,584
-2,210
-3% -$234K 2.61% 18
2018
Q4 		$6.51M Buy
66,794
+380
+0.6% +$41.2K 2.64% 16
2018
Q3 		$7.75M Sell
66,414
-1,640
-2% -$193K 2.72% 17
2018
Q2 		$7.23M Sell
68,054
-1,200
-2% -$135K 2.65% 15
2018
Q1 		$7.25M Buy
69,254
+3,200
+5% +$370K 2.69% 17
2017
Q4 		$7.87M Buy
66,054
+105
+0.2% +$12.3K 2.83% 13
2017
Q3 		$7.92M Buy
65,949
+1,360
+2% +$155K 2.97% 14
2017
Q2 		$7.14M Sell
64,589
-10
-0% -$1.07K 2.74% 15
2017
Q1 		$6.93M Sell
64,599
-389
-0.6% -$42.5K 2.64% 16
2016
Q4 		$7.45M Sell
64,988
-986
-1% -$111K 3.11% 11
2016
Q3 		$7.21M Sell
65,974
-550
-0.8% -$60.1K 3.11% 12
2016
Q2 		$7.17M Buy
66,524
+135
+0.2% +$14.1K 3.19% 11
2016
Q1 		$7M Buy
66,389
+755
+1% +$73.4K 3.19% 11
2015
Q4 		$6.32M Sell
65,634
-500
-0.8% -$51.1K 3% 12
2015
Q3 		$6.53M Buy
66,134
+95
+0.1% +$9.38K 3.45% 10
2015
Q2 		$6.4M Sell
66,039
-2,697
-4% -$268K 2.76% 15
2015
Q1 		$6.66M Buy
68,736
+315
+0.5% +$32.3K 2.76% 12
2014
Q4 		$7.61M Sell
68,421
-810
-1% -$85.5K 3.19% 8
2014
Q3 		$6.8M Buy
69,231
+3,295
+5% +$327K 2.96% 9
2014
Q2 		$6.77M Buy
65,936
+1,385
+2% +$139K 3.06% 9
2014
Q1 		$6.29M Buy
64,551
+3,980
+7% +$388K 3.09% 9
2013
Q4 		$6.37M Sell
60,571
-4,655
-7% -$459K 3.14% 7
2013
Q3 		$5.96M Buy
65,226
+1,635
+3% +$144K 3.14% 7
2013
Q2 		$5.5M Buy
+63,591
New +$5.45M 2.94% 8

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Noesis Capital Mangement's UPS Position: Q2 2025 in Review

Noesis Capital Mangement sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 56,402 shares — an estimated $6.2M sold.

Noesis Capital Mangement first reported a position in UPS in Q2 2013 and held it in 48 quarters. The position peaked at $15M in Q2 2021. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Noesis Capital Mangement reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Noesis Capital Mangement sold 56,402 United Parcel Service shares in Q2 2025, an estimated $6.2M.
  • Noesis Capital Mangement first reported a position in United Parcel Service in Q2 2013 and held it in 48 quarters.
  • Noesis Capital Mangement's United Parcel Service position peaked at $15M in Q2 2021.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Noesis Capital Mangement's 13F filing for Q2 2025, filed 4 Aug 2025.