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Riverview Capital Advisers’s United Parcel Service UPS Stock Holding History

Riverview Capital 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
-33,478
Closed -$3.38M – 110
2025
Q2 		$3.38M Buy
33,478
+1,467
+5% +$144K 0.97% 34
2025
Q1 		$3.52M Sell
32,011
-6,867
-18% -$821K 1.11% 32
2024
Q4 		$4.9M Sell
38,878
-208
-0.5% -$27.4K 1.48% 21
2024
Q3 		$5.33M Buy
39,086
+300
+0.8% +$39.4K 1.64% 17
2024
Q2 		$5.31M Sell
38,786
-869
-2% -$124K 1.79% 15
2024
Q1 		$5.89M Hold
39,655
– – 2.03% 15
2023
Q4 		$6.23M Sell
39,655
-120
-0.3% -$18.1K 2.39% 10
2023
Q3 		$6.2M Hold
39,775
– – 2.75% 9
2023
Q2 		$7.13M Sell
39,775
-325
-0.8% -$57.7K 3.13% 8
2023
Q1 		$7.78M Sell
40,100
-135
-0.3% -$24.8K 3.35% 8
2022
Q4 		$6.99M Hold
40,235
– – 3.76% 8
2022
Q3 		$6.5M Hold
40,235
– – 4.08% 6
2022
Q2 		$7.34M Sell
40,235
-65
-0.2% -$11.9K 4.06% 6
2022
Q1 		$8.64M Sell
40,300
-38
-0.1% -$8.07K 3.98% 5
2021
Q4 		$8.65M Buy
+40,338
New +$8.2M 3.85% 7

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

Riverview Capital Advisers's UPS Position: Q3 2025 in Review

Riverview Capital Advisers sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 33,478 shares — an estimated $3.38M sold.

Riverview Capital Advisers first reported a position in UPS in Q4 2021 and held it in 15 quarters. The position peaked at $8.65M in Q4 2021. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Riverview Capital Advisers reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Riverview Capital Advisers sold 33,478 United Parcel Service shares in Q3 2025, an estimated $3.38M.
  • Riverview Capital Advisers first reported a position in United Parcel Service in Q4 2021 and held it in 15 quarters.
  • Riverview Capital Advisers's United Parcel Service position peaked at $8.65M in Q4 2021.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Riverview Capital Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.