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Petrus Trust Company’s United Parcel Service UPS Stock Holding History

Petrus Trust Company’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
-3,928
Closed -$396K – 524
2025
Q2 		$396K Sell
3,928
-3,559
-48% -$350K 0.04% 199
2025
Q1 		$823K Buy
7,487
+2,177
+41% +$260K 0.08% 63
2024
Q4 		$670K Buy
5,310
+3,332
+168% +$439K 0.06% 115
2024
Q3 		$270K Sell
1,978
-299
-13% -$39.3K 0.03% 446
2024
Q2 		$312K Hold
2,277
– – 0.03% 416
2024
Q1 		$338K Buy
+2,277
New +$346K 0.03% 383
2023
Q4 		– Sell
-2,557
Closed -$399K – 750
2023
Q3 		$399K Buy
2,557
+353
+16% +$60.9K 0.04% 267
2023
Q2 		$395K Buy
2,204
+454
+26% +$80.6K 0.04% 253
2023
Q1 		$339K Buy
+1,750
New +$321K 0.04% 237
2022
Q4 		– Sell
-1,275
Closed -$206K – 555
2022
Q3 		$206K Buy
+1,275
New +$241K 0.03% 176

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Petrus Trust Company's UPS Position: Q3 2025 in Review

Petrus Trust Company sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,928 shares — an estimated $396K sold.

Petrus Trust Company first reported a position in UPS in Q3 2022 and held it in 10 quarters. The position peaked at $823K in Q1 2025. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Petrus Trust Company reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,928 United Parcel Service shares in Q3 2025, an estimated $396K.
  • Petrus Trust Company first reported a position in United Parcel Service in Q3 2022 and held it in 10 quarters.
  • Petrus Trust Company's United Parcel Service position peaked at $823K in Q1 2025.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.