Sumitomo Life Insurance’s United Parcel Service UPS Stock Holding History

Sumitomo Life Insurance’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	-5,003	Closed	-$505K	–	279
2025 Q2	$505K	Sell	5,003 -175	-3%	-$17.2K	0.03%	237
2025 Q1	$570K	Sell	5,178 -6,679	-56%	-$799K	0.02%	241
2024 Q4	$1.5M	Sell	11,857 -349	-3%	-$45.9K	0.03%	148
2024 Q3	$1.66M	Buy	12,206 +315	+3%	+$41.4K	0.03%	140
2024 Q2	$1.63M	Sell	11,891 -1,522	-11%	-$218K	0.04%	134
2024 Q1	$1.99M	Sell	13,413 -530	-4%	-$80.6K	0.05%	121
2023 Q4	$2.19M	Sell	13,943 -723	-5%	-$109K	0.07%	102
2023 Q3	$2.29M	Sell	14,666 -3,021	-17%	-$521K	0.06%	82
2023 Q2	$3.17M	Sell	17,687 -844	-5%	-$150K	0.14%	58
2023 Q1	$3.6M	Sell	18,531 -119	-0.6%	-$21.8K	0.3%	40
2022 Q4	$3.24M	Sell	18,650 -151	-0.8%	-$26.1K	0.24%	43
2022 Q3	$3.04M	Sell	18,801 -1,194	-6%	-$226K	0.13%	44
2022 Q2	$3.65M	Buy	19,995 +366	+2%	+$66.8K	0.1%	43
2022 Q1	$4.21M	Sell	19,629 -291	-1%	-$61.8K	0.1%	41
2021 Q4	$4.27M	Sell	19,920 -548	-3%	-$111K	0.1%	43
2021 Q3	$3.73M	Sell	20,468 -806	-4%	-$159K	0.1%	47
2021 Q2	$4.42M	Sell	21,274 -3,702	-15%	-$741K	0.14%	33
2021 Q1	$4.25M	Buy	24,976 +1,067	+4%	+$173K	0.17%	46
2020 Q4	$4.03M	Sell	23,909 -2,308	-9%	-$390K	0.17%	57
2020 Q3	$4.37M	Sell	26,217 -1,983	-7%	-$289K	0.2%	52
2020 Q2	$3.13M	Buy	28,200 +8,306	+42%	+$829K	0.17%	67
2020 Q1	$1.86M	Buy	19,894 +268	+1%	+$27.8K	0.13%	107
2019 Q4	$2.3M	Buy	19,626 +1,102	+6%	+$130K	0.26%	113
2019 Q3	$2.22M	Sell	18,524 -2,321	-11%	-$265K	0.29%	99
2019 Q2	$2.15M	Buy	20,845 +841	+4%	+$87.5K	0.25%	114
2019 Q1	$2.23M	Sell	20,004 -2,271	-10%	-$241K	0.3%	106
2018 Q4	$2.17M	Buy	22,275 +538	+2%	+$58.3K	0.3%	106
2018 Q3	$2.54M	Sell	21,737 -371	-2%	-$43.7K	0.31%	102
2018 Q2	$2.35M	Buy	22,108 +894	+4%	+$100K	0.29%	112
2018 Q1	$2.22M	Sell	21,214 -936	-4%	-$108K	0.29%	107
2017 Q4	$2.64M	Sell	22,150 -1,076	-5%	-$126K	0.33%	96
2017 Q3	$2.79M	Sell	23,226 -420	-2%	-$47.7K	0.36%	94
2017 Q2	$2.62M	Buy	23,646 +997	+4%	+$107K	0.34%	97
2017 Q1	$2.43M	Sell	22,649 -1,406	-6%	-$154K	0.34%	85
2016 Q4	$2.76M	Buy	24,055 +535	+2%	+$60.3K	0.39%	72
2016 Q3	$2.57M	Buy	23,520 +5,004	+27%	+$547K	0.38%	70
2016 Q2	$2M	Sell	18,516 -652	-3%	-$67.9K	0.27%	125
2016 Q1	$2.02M	Sell	19,168 -582	-3%	-$56.6K	0.26%	128
2015 Q4	$1.9M	Sell	19,750 -464	-2%	-$47.4K	0.24%	140
2015 Q3	$2M	Sell	20,214 -516	-2%	-$51K	0.26%	125
2015 Q2	$2.01M	Sell	20,730 -6,937	-25%	-$689K	0.24%	138
2015 Q1	$2.68M	Sell	27,667 -9,737	-26%	-$999K	0.3%	112
2014 Q4	$4.16M	Sell	37,404 -2,071	-5%	-$219K	0.41%	63
2014 Q3	$3.88M	Sell	39,475 -1,078	-3%	-$107K	0.38%	73
2014 Q2	$4.16M	Buy	40,553 +211	+0.5%	+$21.2K	0.4%	69
2014 Q1	$3.93M	Sell	40,342 -3,405	-8%	-$332K	0.38%	77
2013 Q4	$4.6M	Sell	43,747 -2,421	-5%	-$238K	0.41%	68
2013 Q3	$4.22M	Sell	46,168 -1,764	-4%	-$155K	0.39%	79
2013 Q2	$4.14M	Buy	+47,932	New	+$4.11M	0.4%	76

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Life Insurance's UPS Position: Q3 2025 in Review

Sumitomo Life Insurance sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 5,003 shares — an estimated $505K sold.

Sumitomo Life Insurance first reported a position in UPS in Q2 2013 and held it in 49 quarters. The position peaked at $4.6M in Q4 2013. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Sumitomo Life Insurance reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
Sumitomo Life Insurance sold 5,003 United Parcel Service shares in Q3 2025, an estimated $505K.
Sumitomo Life Insurance first reported a position in United Parcel Service in Q2 2013 and held it in 49 quarters.
Sumitomo Life Insurance's United Parcel Service position peaked at $4.6M in Q4 2013.
1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.