R Squared’s United Parcel Service UPS Stock Holding History

R Squared’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	-2,830	Closed	-$286K	–	708
2025 Q2	$286K	Buy	+2,830	New	+$278K	0.16%	227
2025 Q1	–	Sell	-1,796	Closed	-$226K	–	1464
2024 Q4	$226K	Buy	+1,796	New	+$236K	0.22%	91

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

R Squared's UPS Position: Q3 2025 in Review

R Squared sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,830 shares — an estimated $286K sold.

R Squared first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $286K in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

R Squared reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,830 United Parcel Service shares in Q3 2025, an estimated $286K.
R Squared first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
R Squared's United Parcel Service position peaked at $286K in Q2 2025.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.