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Osterweis Capital Management’s United Parcel Service UPS Stock Holding History

Osterweis Capital Management’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
-10
Closed -$1.1K – 416
2025
Q1 		$1.1K Buy
+10
New +$1.2K ﹤0.01% 225
2022
Q2 		– Sell
-158,590
Closed -$34M – 155
2022
Q1 		$34M Buy
158,590
+944
+0.6% +$201K 1.87% 12
2021
Q4 		$33.8M Buy
+157,646
New +$32.1M 1.69% 17

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

Osterweis Capital Management's UPS Position: Q2 2025 in Review

Osterweis Capital Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 10 shares — an estimated $1.1K sold.

Osterweis Capital Management first reported a position in UPS in Q4 2021 and held it in 3 quarters. The position peaked at $34M in Q1 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Osterweis Capital Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 10 United Parcel Service shares in Q2 2025, an estimated $1.1K.
  • Osterweis Capital Management first reported a position in United Parcel Service in Q4 2021 and held it in 3 quarters.
  • Osterweis Capital Management's United Parcel Service position peaked at $34M in Q1 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.