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Principal Street Partners’s United Parcel Service UPS Stock Holding History

Principal Street Partners’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
-52,149
Closed -$5.26M – 360
2025
Q2 		$5.26M Buy
52,149
+4,477
+9% +$440K 0.52% 53
2025
Q1 		$5.24M Buy
47,672
+34,568
+264% +$4.13M 0.98% 48
2024
Q4 		$1.65M Sell
13,104
-20,450
-61% -$2.69M 0.32% 58
2024
Q3 		$4.57M Sell
33,554
-8,195
-20% -$1.08M 0.75% 52
2024
Q2 		$5.71M Sell
41,749
-752
-2% -$108K 1.02% 45
2024
Q1 		$6.3M Buy
42,501
+15,165
+55% +$2.31M 1.19% 47
2023
Q4 		$4.3M Sell
27,336
-1,604
-6% -$243K 1.04% 46
2023
Q3 		$4.51M Sell
28,940
-778
-3% -$134K 0.89% 37
2023
Q2 		$5.33M Sell
29,718
-1,722
-5% -$306K 1.27% 20
2023
Q1 		$6.1M Buy
31,440
+4,791
+18% +$879K 1.54% 12
2022
Q4 		$4.63M Buy
26,649
+24,117
+952% +$4.17M 1.17% 40
2022
Q3 		$409K Buy
2,532
+65
+3% +$12.3K 0.11% 132
2022
Q2 		$451K Sell
2,467
-835
-25% -$152K 0.12% 129
2022
Q1 		$708K Buy
3,302
+476
+17% +$101K 0.16% 110
2021
Q4 		$606K Buy
2,826
+275
+11% +$55.9K 0.15% 123
2021
Q3 		$465K Buy
2,551
+373
+17% +$73.6K 0.13% 123
2021
Q2 		$453K Sell
2,178
-2,176
-50% -$435K 0.12% 124
2021
Q1 		$740K Buy
4,354
+2,752
+172% +$445K 0.1% 141
2020
Q4 		$270K Sell
1,602
-880
-35% -$149K 0.08% 152
2020
Q3 		$414K Buy
2,482
+414
+20% +$60.3K 0.15% 101
2020
Q2 		$230K Buy
+2,068
New +$206K 0.09% 121

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

Principal Street Partners's UPS Position: Q3 2025 in Review

Principal Street Partners sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 52,149 shares — an estimated $5.26M sold.

Principal Street Partners first reported a position in UPS in Q2 2020 and held it in 21 quarters. The position peaked at $6.3M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Principal Street Partners reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Principal Street Partners sold 52,149 United Parcel Service shares in Q3 2025, an estimated $5.26M.
  • Principal Street Partners first reported a position in United Parcel Service in Q2 2020 and held it in 21 quarters.
  • Principal Street Partners's United Parcel Service position peaked at $6.3M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Principal Street Partners's 13F filing for Q3 2025, filed 14 Nov 2025.