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Silver Lake Advisory’s United Parcel Service UPS Stock Holding History

Silver Lake Advisory’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
-2,000
Closed -$202K – 109
2025
Q2 		$202K Hold
2,000
– – 0.09% 102
2025
Q1 		$220K Buy
+2,000
New +$239K 0.1% 97
2019
Q3 		– Sell
-26,330
Closed -$2.72M – 82
2019
Q2 		$2.72M Sell
26,330
-33
-0.1% -$3.43K 1.8% 25
2019
Q1 		$2.95M Sell
26,363
-799
-3% -$84.7K 1.99% 19
2018
Q4 		$2.65M Sell
27,162
-621
-2% -$67.3K 1.97% 18
2018
Q3 		$3.24M Buy
27,783
+7,193
+35% +$847K 1.97% 14
2018
Q2 		$2.28M Sell
20,590
-5,234
-20% -$588K 1.81% 22
2018
Q1 		$2.7M Buy
25,824
+509
+2% +$58.8K 2.01% 18
2017
Q4 		$3.02M Buy
25,315
+60
+0.2% +$7.05K 2.15% 15
2017
Q3 		$3.03M Buy
25,255
+4,630
+22% +$526K 2.31% 14
2017
Q2 		$2.28M Buy
20,625
+195
+1% +$20.8K 1.69% 24
2017
Q1 		$2.19M Buy
+20,430
New +$2.23M 1.65% 24

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

Silver Lake Advisory's UPS Position: Q3 2025 in Review

Silver Lake Advisory sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,000 shares — an estimated $202K sold.

Silver Lake Advisory first reported a position in UPS in Q1 2017 and held it in 12 quarters. The position peaked at $3.24M in Q3 2018. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Silver Lake Advisory reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Silver Lake Advisory sold 2,000 United Parcel Service shares in Q3 2025, an estimated $202K.
  • Silver Lake Advisory first reported a position in United Parcel Service in Q1 2017 and held it in 12 quarters.
  • Silver Lake Advisory's United Parcel Service position peaked at $3.24M in Q3 2018.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Silver Lake Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.