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Stonegate Investment Group’s United Parcel Service UPS Stock Holding History

Stonegate Investment 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 		$5.17M Sell
61,856
-4,368
-7% -$396K 0.12% 81
2025
Q2 		$6.68M Sell
66,224
-570,052
-90% -$56.1M 0.17% 64
2025
Q1 		$70M Buy
636,276
+198,050
+45% +$23.7M 1.87% 19
2024
Q4 		$55.3M Buy
438,226
+2,133
+0.5% +$281K 1.47% 26
2024
Q3 		$59.5M Buy
436,093
+401,887
+1,175% +$52.8M 1.57% 28
2024
Q2 		$4.68M Sell
34,206
-11,640
-25% -$1.67M 0.14% 74
2024
Q1 		$6.81M Buy
45,846
+2,568
+6% +$390K 0.21% 59
2023
Q4 		$6.8M Sell
43,278
-6,896
-14% -$1.04M 0.23% 58
2023
Q3 		$7.82M Sell
50,174
-1,795
-3% -$310K 0.28% 51
2023
Q2 		$9.32M Sell
51,969
-1,021
-2% -$181K 0.33% 48
2023
Q1 		$10.3M Sell
52,990
-7,150
-12% -$1.31M 0.39% 41
2022
Q4 		$10.5M Sell
60,140
-1,564
-3% -$271K 0.45% 40
2022
Q3 		$9.97M Buy
61,704
+124
+0.2% +$23.5K 0.46% 41
2022
Q2 		$11.2M Buy
61,580
+1,250
+2% +$228K 0.49% 41
2022
Q1 		$12.9M Sell
60,330
-12,684
-17% -$2.7M 0.43% 39
2021
Q4 		$15.7M Buy
+73,014
New +$14.9M 0.66% 37

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

Stonegate Investment Group's UPS Position: Q3 2025 in Review

Stonegate Investment Group reduced its United Parcel Service (UPS) stake by 6.6% in Q3 2025, selling an estimated $396K and leaving 61,856 shares worth $5.17M. The position accounts for 0.12% of the portfolio, ranked #81.

Stonegate Investment Group first reported a position in UPS in Q4 2021 and has held it in 16 quarters since. The position peaked at $70M in Q1 2025. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Stonegate Investment Group held 61,856 shares of United Parcel Service worth $5.17M as of Q3 2025.
  • Stonegate Investment Group sold 4,368 United Parcel Service shares in Q3 2025, an estimated $396K.
  • United Parcel Service made up 0.12% of Stonegate Investment Group's portfolio in Q3 2025, its #81 holding.
  • Stonegate Investment Group first reported a position in United Parcel Service in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's United Parcel Service position peaked at $70M in Q1 2025.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.