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Perennial Investment Advisors’s United Parcel Service UPS Stock Holding History

Perennial Investment Advisors’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
-1,872
Closed -$206K – 500
2025
Q1 		$206K Buy
+1,872
New +$224K 0.02% 406
2024
Q4 		– Sell
-2,674
Closed -$365K – 439
2024
Q3 		$365K Buy
2,674
+885
+49% +$116K 0.05% 258
2024
Q2 		$245K Buy
1,789
+36
+2% +$5.15K 0.04% 313
2024
Q1 		$260K Sell
1,753
-279
-14% -$42.4K 0.04% 279
2023
Q4 		$320K Sell
2,032
-361
-15% -$54.6K 0.05% 234
2023
Q3 		$373K Sell
2,393
-95
-4% -$16.4K 0.07% 203
2023
Q2 		$446K Buy
2,488
+3
+0.1% +$533 0.08% 193
2023
Q1 		$482K Hold
2,485
– – 0.09% 178
2022
Q4 		$432K Buy
2,485
+42
+2% +$7.27K 0.18% 117
2022
Q3 		$395K Buy
2,443
+511
+26% +$96.8K 0.18% 109
2022
Q2 		$352K Hold
1,932
– – 0.14% 130
2022
Q1 		$414K Sell
1,932
-737
-28% -$157K 0.13% 134
2021
Q4 		$569K Buy
2,669
+432
+19% +$87.9K 0.18% 104
2021
Q3 		$407K Sell
2,237
-18
-0.8% -$3.55K 0.14% 132
2021
Q2 		$469K Sell
2,255
-18
-0.8% -$3.6K 0.17% 114
2021
Q1 		$386K Buy
+2,273
New +$368K 0.15% 120

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

Perennial Investment Advisors's UPS Position: Q2 2025 in Review

Perennial Investment Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,872 shares — an estimated $206K sold.

Perennial Investment Advisors first reported a position in UPS in Q1 2021 and held it in 16 quarters. The position peaked at $569K in Q4 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Perennial Investment Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,872 United Parcel Service shares in Q2 2025, an estimated $206K.
  • Perennial Investment Advisors first reported a position in United Parcel Service in Q1 2021 and held it in 16 quarters.
  • Perennial Investment Advisors's United Parcel Service position peaked at $569K in Q4 2021.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.