PAA
UPS icon

Peregrine Asset Advisers’s United Parcel Service UPS Stock Holding History

Peregrine Asset Advisers’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
-42,451
Closed -$4.29M – 189
2025
Q2 		$4.29M Buy
+42,451
New +$4.18M 1.34% 26
2021
Q3 		– Sell
-1,118
Closed -$233K – 160
2021
Q2 		$233K Buy
+1,118
New +$224K 0.11% 112
2021
Q1 		– Sell
-11,959
Closed -$2.01M – 151
2020
Q4 		$2.01M Sell
11,959
-13,082
-52% -$2.21M 0.94% 40
2020
Q3 		$4.17M Buy
+25,041
New +$3.65M 2.29% 18
2018
Q4 		– Sell
-3,582
Closed -$418K – 123
2018
Q3 		$418K Buy
+3,582
New +$422K 0.19% 77

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return