Shell Asset Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$79K Sell
947
-1,912
-67% -$173K 0.01% 722
2025
Q2
$289K Sell
2,859
-60
-2% -$5.9K 0.01% 654
2025
Q1
$321K Hold
2,919
0.02% 596
2024
Q4
$368K Sell
2,919
-1,465
-33% -$193K 0.02% 596
2024
Q3
$598K Buy
+4,384
New +$576K 0.03% 429
2024
Q1
$1.59M Sell
11,594
-6,622
-36% -$1.01M 0.07% 230
2023
Q4
$2.86M Sell
18,216
-4,006
-18% -$606K 0.13% 159
2023
Q3
$3.46M Sell
22,222
-302
-1% -$52.1K 0.14% 148
2023
Q2
$4.04M Sell
22,524
-3,429
-13% -$609K 0.16% 133
2023
Q1
$5.04M Buy
25,953
+76
+0.3% +$13.9K 0.21% 99
2022
Q4
$4.5M Sell
25,877
-5,709
-18% -$988K 0.2% 119
2022
Q3
$5.1M Sell
31,586
-10,968
-26% -$2.08M 0.2% 105
2022
Q2
$7.77M Sell
42,554
-674
-2% -$123K 0.23% 86
2022
Q1
$9.27M Sell
43,228
-2,084
-5% -$443K 0.22% 91
2021
Q4
$9.71M Buy
45,312
+2,570
+6% +$523K 0.2% 105
2021
Q3
$7.78M Buy
42,742
+2,209
+5% +$436K 0.17% 130
2021
Q2
$8.43M Sell
40,533
-25,603
-39% -$5.12M 0.16% 140
2021
Q1
$11.2M Buy
66,136
+2,994
+5% +$484K 0.22% 107
2020
Q4
$10.6M Buy
63,142
+4,053
+7% +$684K 0.22% 111
2020
Q3
$9.85M Sell
59,089
-2,670
-4% -$389K 0.23% 108
2020
Q2
$6.87M Sell
61,759
-20,620
-25% -$2.06M 0.17% 146
2020
Q1
$7.7M Sell
82,379
-14,862
-15% -$1.54M 0.21% 118
2019
Q4
$11.4M Sell
97,241
-5,022
-5% -$595K 0.25% 94
2019
Q3
$12.3M Sell
102,263
-19,599
-16% -$2.24M 0.28% 82
2019
Q2
$12.6M Sell
121,862
-6,449
-5% -$671K 0.28% 82
2019
Q1
$14.3M Sell
128,311
-5,409
-4% -$574K 0.32% 67
2018
Q4
$13M Sell
133,720
-17,702
-12% -$1.92M 0.33% 68
2018
Q3
$17.7M Sell
151,422
-3,454
-2% -$407K 0.35% 60
2018
Q2
$16.5M Sell
154,876
-59,246
-28% -$6.65M 0.34% 67
2018
Q1
$22.4M Hold
214,122
0.45% 47
2017
Q4
$25.5M Buy
214,122
+48,810
+30% +$5.74M 0.51% 41
2017
Q3
$19.9M Sell
165,312
-10,710
-6% -$1.22M 0.44% 51
2017
Q2
$19.5M Sell
176,022
-10,218
-5% -$1.09M 0.42% 49
2017
Q1
$20M Buy
186,240
+600
+0.3% +$65.6K 0.44% 48
2016
Q4
$21.3M Sell
185,640
-48,086
-21% -$5.42M 0.5% 41
2016
Q3
$25.6M Sell
233,726
-17,653
-7% -$1.93M 0.53% 38
2016
Q2
$27.1M Buy
251,379
+13,187
+6% +$1.37M 0.63% 33
2016
Q1
$25.1M Sell
238,192
-7,145
-3% -$694K 0.6% 36
2015
Q4
$23.6M Sell
245,337
-24,944
-9% -$2.55M 0.56% 30
2015
Q3
$26.6M Buy
270,281
+2,768
+1% +$273K 0.42% 40
2015
Q2
$25.9M Sell
267,513
-25,372
-9% -$2.52M 0.52% 37
2015
Q1
$28.4M Buy
292,885
+12,772
+5% +$1.31M 0.49% 39
2014
Q4
$31.1M Buy
280,113
+9,832
+4% +$1.04M 0.5% 38
2014
Q3
$26.6M Sell
270,281
-2,497
-0.9% -$248K 0.41% 40
2014
Q2
$28M Buy
272,778
+55,841
+26% +$5.61M 0.43% 40
2014
Q1
$21.1M Sell
216,937
-3,816
-2% -$372K 0.35% 48
2013
Q4
$23.2M Sell
220,753
-37,896
-15% -$3.73M 0.39% 41
2013
Q3
$23.6M Sell
258,649
-12,083
-4% -$1.06M 0.43% 40
2013
Q2
$23.4M Buy
+270,732
New +$23.2M 0.45% 36

Other funds holding UPS

Shell Asset Management's UPS Position: Q3 2025 in Review

Shell Asset Management reduced its United Parcel Service (UPS) stake by 67% in Q3 2025, selling an estimated $173K and leaving 947 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #722.

Shell Asset Management first reported a position in UPS in Q2 2013 and has held it in 49 quarters since. The position peaked at $31.1M in Q4 2014. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Shell Asset Management held 947 shares of United Parcel Service worth $79K as of Q3 2025.
  • Shell Asset Management sold 1,912 United Parcel Service shares in Q3 2025, an estimated $173K.
  • United Parcel Service made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #722 holding.
  • Shell Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's United Parcel Service position peaked at $31.1M in Q4 2014.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.