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Sonora Investment Management Group’s United Parcel Service UPS Stock Holding History

Sonora Investment Management Group’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 		$489K Sell
5,849
-153
-3% -$13.9K 0.03% 166
2025
Q2 		$606K Buy
6,002
+250
+4% +$24.6K 0.05% 155
2025
Q1 		$633K Buy
5,752
+1,781
+45% +$213K 0.05% 151
2024
Q4 		$501K Buy
3,971
+380
+11% +$50K 0.04% 171
2024
Q3 		$490K Buy
3,591
+1,793
+100% +$235K 0.04% 174
2024
Q2 		$267K Hold
1,798
– – 0.02% 233
2024
Q1 		$267K Buy
+1,798
New +$273K 0.02% 234
2023
Q2 		– Sell
-1,053
Closed -$204K – 283
2023
Q1 		$204K Sell
1,053
-146
-12% -$26.8K 0.02% 249
2022
Q4 		$208K Buy
+1,199
New +$208K 0.02% 244
2022
Q1 		– Sell
-1,063
Closed -$228K – 233
2021
Q4 		$228K Buy
+1,063
New +$216K 0.03% 188

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

Sonora Investment Management Group's UPS Position: Q3 2025 in Review

Sonora Investment Management Group reduced its United Parcel Service (UPS) stake by 2.5% in Q3 2025, selling an estimated $13.9K and leaving 5,849 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #166.

Sonora Investment Management Group first reported a position in UPS in Q4 2021 and has held it in 10 quarters since. The position peaked at $633K in Q1 2025. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Sonora Investment Management Group held 5,849 shares of United Parcel Service worth $489K as of Q3 2025.
  • Sonora Investment Management Group sold 153 United Parcel Service shares in Q3 2025, an estimated $13.9K.
  • United Parcel Service made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #166 holding.
  • Sonora Investment Management Group first reported a position in United Parcel Service in Q4 2021 and has held it in 10 quarters since.
  • Sonora Investment Management Group's United Parcel Service position peaked at $633K in Q1 2025.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.