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Robertson Stephens Wealth Management’s United Parcel Service UPS Stock Holding History

Robertson Stephens Wealth Management’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
-5,671
Closed -$624K – 591
2025
Q1 		$624K Buy
5,671
+262
+5% +$31.3K 0.02% 330
2024
Q4 		$682K Buy
5,409
+478
+10% +$62.9K 0.02% 312
2024
Q3 		$672K Sell
4,931
-2,962
-38% -$389K 0.02% 348
2024
Q2 		$1.08M Sell
7,893
-711
-8% -$102K 0.05% 218
2024
Q1 		$1.28M Buy
8,604
+503
+6% +$76.5K 0.07% 202
2023
Q4 		$1.27M Buy
8,101
+2,426
+43% +$367K 0.08% 198
2023
Q3 		$885K Buy
5,675
+810
+17% +$140K 0.06% 223
2023
Q2 		$872K Sell
4,865
-474
-9% -$84.2K 0.06% 209
2023
Q1 		$1.04M Buy
5,339
+3,302
+162% +$606K 0.08% 193
2022
Q4 		$354K Buy
2,037
+53
+3% +$9.18K 0.03% 305
2022
Q3 		$320K Sell
1,984
-727
-27% -$138K 0.03% 270
2022
Q2 		$494K Sell
2,711
-1,319
-33% -$241K 0.05% 236
2022
Q1 		$864K Sell
4,030
-1,164
-22% -$247K 0.07% 194
2021
Q4 		$1.11M Buy
5,194
+3,608
+227% +$734K 0.09% 171
2021
Q3 		$288K Sell
1,586
-176
-10% -$34.7K 0.03% 262
2021
Q2 		$366K Buy
1,762
+65
+4% +$13K 0.04% 236
2021
Q1 		$288K Buy
+1,697
New +$274K 0.05% 238

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

Robertson Stephens Wealth Management's UPS Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 5,671 shares — an estimated $624K sold.

Robertson Stephens Wealth Management first reported a position in UPS in Q1 2021 and held it in 17 quarters. The position peaked at $1.28M in Q1 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 5,671 United Parcel Service shares in Q2 2025, an estimated $624K.
  • Robertson Stephens Wealth Management first reported a position in United Parcel Service in Q1 2021 and held it in 17 quarters.
  • Robertson Stephens Wealth Management's United Parcel Service position peaked at $1.28M in Q1 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.