Smith, Moore & Co’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
Q4 | – | Sell |
-2,704
| Closed | -$226K | – | 557 |
|
|
2025
Q3 | $226K | Sell |
2,704
-3,384
| -56% | -$307K | 0.02% | 481 |
|
|
2025
Q2 | $615K | Buy |
6,088
+2,418
| +66% | +$238K | 0.05% | 272 |
|
|
2025
Q1 | $404K | Sell |
3,670
-278
| -7% | -$33.2K | 0.04% | 312 |
|
|
2024
Q4 | $498K | Sell |
3,948
-442
| -10% | -$58.2K | 0.05% | 291 |
|
|
2024
Q3 | $599K | Sell |
4,390
-65
| -1% | -$8.53K | 0.06% | 260 |
|
|
2024
Q2 | $610K | Sell |
4,455
-219
| -5% | -$31.4K | 0.06% | 236 |
|
|
2024
Q1 | $695K | Buy |
4,674
+75
| +2% | +$11.4K | 0.07% | 222 |
|
|
2023
Q4 | $723K | Sell |
4,599
-689
| -13% | -$104K | 0.09% | 200 |
|
|
2023
Q3 | $824K | Sell |
5,288
-88
| -2% | -$15.2K | 0.11% | 168 |
|
|
2023
Q2 | $964K | Buy |
5,376
+107
| +2% | +$19K | 0.12% | 153 |
|
|
2023
Q1 | $1.02M | Buy |
5,269
+125
| +2% | +$22.9K | 0.14% | 136 |
|
|
2022
Q4 | $894K | Buy |
5,144
+122
| +2% | +$21.1K | 0.12% | 155 |
|
|
2022
Q3 | $811K | Sell |
5,022
-113
| -2% | -$21.4K | 0.12% | 152 |
|
|
2022
Q2 | $937K | Buy |
5,135
+77
| +2% | +$14K | 0.14% | 143 |
|
|
2022
Q1 | $1.08M | Buy |
5,058
+129
| +3% | +$27.4K | 0.15% | 135 |
|
|
2021
Q4 | $1.06M | Sell |
4,929
-20
| -0.4% | -$4.07K | 0.15% | 138 |
|
|
2021
Q3 | $901K | Sell |
4,949
-3
| -0.1% | -$592 | 0.14% | 158 |
|
|
2021
Q2 | $1.03M | Buy |
4,952
+404
| +9% | +$80.8K | 0.16% | 137 |
|
|
2021
Q1 | $773K | Buy |
4,548
+301
| +7% | +$48.7K | 0.13% | 174 |
|
|
2020
Q4 | $715K | Sell |
4,247
-104
| -2% | -$17.6K | 0.13% | 161 |
|
|
2020
Q3 | $725K | Buy |
4,351
+20
| +0.5% | +$2.91K | 0.15% | 136 |
|
|
2020
Q2 | $481K | Buy |
4,331
+62
| +1% | +$6.19K | 0.11% | 177 |
|
|
2020
Q1 | $399K | Buy |
4,269
+196
| +5% | +$20.3K | 0.11% | 177 |
|
|
2019
Q4 | $477K | Sell |
4,073
-509
| -11% | -$60.3K | 0.1% | 185 |
|
|
2019
Q3 | $549K | Buy |
4,582
+1
| +0% | +$114 | 0.12% | 159 |
|
|
2019
Q2 | $473K | Hold |
4,581
| – | – | 0.11% | 185 |
|
|
2019
Q1 | $512K | Buy |
4,581
+181
| +4% | +$19.2K | 0.12% | 163 |
|
|
2018
Q4 | $429K | Sell |
4,400
-798
| -15% | -$86.5K | 0.12% | 176 |
|
|
2018
Q3 | $607K | Sell |
5,198
-647
| -11% | -$76.1K | 0.14% | 143 |
|
|
2018
Q2 | $621K | Sell |
5,845
-102
| -2% | -$11.5K | 0.16% | 133 |
|
|
2018
Q1 | $622K | Buy |
5,947
+1,732
| +41% | +$200K | 0.17% | 131 |
|
|
2017
Q4 | $502K | Buy |
4,215
+451
| +12% | +$53K | 0.14% | 152 |
|
|
2017
Q3 | $452K | Buy |
3,764
+259
| +7% | +$29.4K | 0.13% | 158 |
|
|
2017
Q2 | $388K | Buy |
3,505
+1,382
| +65% | +$148K | 0.13% | 154 |
|
|
2017
Q1 | $228K | Buy |
+2,123
| New | +$232K | 0.08% | 211 |
|
Other funds holding UPS
Smith, Moore & Co's UPS Position: Q4 2025 in Review
Smith, Moore & Co sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,704 shares — an estimated $226K sold.
Smith, Moore & Co first reported a position in UPS in Q1 2017 and held it in 35 quarters. The position peaked at $1.08M in Q1 2022. 2,117 funds tracked by Wall St. Rank hold UPS as of Q4 2025.
- Smith, Moore & Co reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
- Smith, Moore & Co sold 2,704 United Parcel Service shares in Q4 2025, an estimated $226K.
- Smith, Moore & Co first reported a position in United Parcel Service in Q1 2017 and held it in 35 quarters.
- Smith, Moore & Co's United Parcel Service position peaked at $1.08M in Q1 2022.
- 2,117 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.
Based on Smith, Moore & Co's 13F filing for Q4 2025, filed 23 Jan 2026.