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Shepherd Financial Partners’s United Parcel Service UPS Stock Holding History

Shepherd Financial Partners’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
Q4 		– Sell
-2,584
Closed -$216K – 253
2025
Q3 		$216K Sell
2,584
-306
-11% -$27.7K 0.02% 237
2025
Q2 		$292K Buy
2,890
+111
+4% +$10.9K 0.03% 203
2025
Q1 		$306K Sell
2,779
-114
-4% -$13.6K 0.04% 184
2024
Q4 		$365K Sell
2,893
-708
-20% -$93.2K 0.04% 163
2024
Q3 		$491K Buy
3,601
+507
+16% +$66.6K 0.06% 146
2024
Q2 		$423K Buy
3,094
+92
+3% +$13.2K 0.05% 156
2024
Q1 		$446K Buy
3,002
+159
+6% +$24.2K 0.06% 160
2023
Q4 		$447K Buy
2,843
+104
+4% +$15.7K 0.06% 148
2023
Q3 		$427K Buy
2,739
+494
+22% +$85.3K 0.07% 142
2023
Q2 		$402K Buy
2,245
+301
+15% +$53.4K 0.06% 141
2023
Q1 		$377K Buy
1,944
+5
+0.3% +$917 0.06% 146
2022
Q4 		$337K Buy
1,939
+578
+42% +$100K 0.06% 141
2022
Q3 		$220K Buy
+1,361
New +$258K 0.04% 154
2017
Q1 		– Sell
-17,123
Closed -$1.97M – 111
2016
Q4 		$1.97M Buy
+17,123
New +$1.93M 0.56% 36

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shepherd Financial Partners's UPS Position: Q4 2025 in Review

Shepherd Financial Partners sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,584 shares — an estimated $216K sold.

Shepherd Financial Partners first reported a position in UPS in Q4 2016 and held it in 14 quarters. The position peaked at $1.97M in Q4 2016. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Shepherd Financial Partners reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,584 United Parcel Service shares in Q4 2025, an estimated $216K.
  • Shepherd Financial Partners first reported a position in United Parcel Service in Q4 2016 and held it in 14 quarters.
  • Shepherd Financial Partners's United Parcel Service position peaked at $1.97M in Q4 2016.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.