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Sherbrooke Park Advisers’s United Parcel Service UPS Stock Holding History

Sherbrooke Park 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
Q2 		– Sell
-4,841
Closed -$532K – 790
2025
Q1 		$532K Buy
+4,841
New +$579K 0.25% 116
2024
Q3 		– Sell
-8,419
Closed -$1.15M – 1285
2024
Q2 		$1.15M Buy
+8,419
New +$1.21M 0.2% 144

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

Sherbrooke Park Advisers's UPS Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 4,841 shares — an estimated $532K sold.

Sherbrooke Park Advisers first reported a position in UPS in Q2 2024 and held it in 2 quarters. The position peaked at $1.15M in Q2 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,841 United Parcel Service shares in Q2 2025, an estimated $532K.
  • Sherbrooke Park Advisers first reported a position in United Parcel Service in Q2 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's United Parcel Service position peaked at $1.15M in Q2 2024.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.