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SAM Advisors’s United Parcel Service UPS Stock Holding History

SAM Advisors’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
-25,625
Closed -$2.59M – 43
2025
Q2 		$2.59M Buy
25,625
+2,098
+9% +$206K 0.89% 19
2025
Q1 		$2.59M Buy
23,527
+636
+3% +$76K 0.97% 20
2024
Q4 		$2.89M Buy
22,891
+2,032
+10% +$267K 1.04% 18
2024
Q3 		$2.84M Buy
+20,859
New +$2.74M 1.04% 20

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

SAM Advisors's UPS Position: Q3 2025 in Review

SAM Advisors sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 25,625 shares — an estimated $2.59M sold.

SAM Advisors first reported a position in UPS in Q3 2024 and held it in 4 quarters. The position peaked at $2.89M in Q4 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • SAM Advisors reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • SAM Advisors sold 25,625 United Parcel Service shares in Q3 2025, an estimated $2.59M.
  • SAM Advisors first reported a position in United Parcel Service in Q3 2024 and held it in 4 quarters.
  • SAM Advisors's United Parcel Service position peaked at $2.89M in Q4 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on SAM Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.