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Shorepoint Capital Partners’s United Parcel Service UPS Stock Holding History

Shorepoint Capital 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
Q1 		$2.15M Buy
19,504
+282
+1% +$33.7K 0.49% 68
2024
Q4 		$2.42M Buy
19,222
+8,690
+83% +$1.14M 0.55% 67
2024
Q3 		$1.44M Sell
10,532
-8,299
-44% -$1.09M 0.33% 73
2024
Q2 		$2.58M Buy
18,831
+965
+5% +$138K 0.6% 65
2024
Q1 		$2.66M Buy
17,866
+561
+3% +$85.3K 0.65% 61
2023
Q4 		$2.72M Buy
17,305
+617
+4% +$93.3K 0.73% 59
2023
Q3 		$2.6M Buy
16,688
+259
+2% +$44.7K 0.76% 51
2023
Q2 		$2.94M Sell
16,429
-42
-0.3% -$7.46K 0.83% 43
2023
Q1 		$3.2M Sell
16,471
-181
-1% -$33.2K 0.91% 42
2022
Q4 		$2.9M Buy
16,652
+596
+4% +$103K 0.8% 44
2022
Q3 		$2.59M Buy
16,056
+458
+3% +$86.7K 1.24% 35
2022
Q2 		$2.85M Buy
15,598
+851
+6% +$155K 1.2% 38
2022
Q1 		$3.16M Sell
14,747
-281
-2% -$59.7K 1.32% 37
2021
Q4 		$3.22M Buy
15,028
+99
+0.7% +$20.1K 1.31% 34
2021
Q3 		$2.72M Buy
+14,929
New +$2.95M 1.22% 36
2021
Q1 		$2.03M Buy
11,960
+491
+4% +$79.4K 1.09% 39
2020
Q4 		$1.93M Buy
+11,469
New +$1.94M 1.07% 38

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shorepoint Capital Partners's UPS Position: Q1 2025 in Review

Shorepoint Capital Partners increased its United Parcel Service (UPS) stake by 1.5% in Q1 2025, buying an estimated $33.7K and bringing the position to 19,504 shares worth $2.15M. The position accounts for 0.49% of the portfolio, ranked #68.

Shorepoint Capital Partners first reported a position in UPS in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.22M in Q4 2021. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Shorepoint Capital Partners held 19,504 shares of United Parcel Service worth $2.15M as of Q1 2025.
  • Shorepoint Capital Partners bought 282 United Parcel Service shares in Q1 2025, an estimated $33.7K.
  • United Parcel Service made up 0.49% of Shorepoint Capital Partners's portfolio in Q1 2025, its #68 holding.
  • Shorepoint Capital Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 17 quarters since.
  • Shorepoint Capital Partners's United Parcel Service position peaked at $3.22M in Q4 2021.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Shorepoint Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.