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Torray Investment Partners’s United Parcel Service UPS Stock Holding History

Torray Investment Partners’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
Q1 		– Sell
-22,505
Closed -$2.84M – 107
2024
Q4 		$2.84M Sell
22,505
-11,671
-34% -$1.54M 0.41% 60
2024
Q3 		$4.66M Buy
34,176
+3,878
+13% +$509K 0.65% 51
2024
Q2 		$4.15M Buy
30,298
+2,927
+11% +$419K 0.62% 52
2024
Q1 		$4.07M Buy
+27,371
New +$4.16M 0.61% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Torray Investment Partners's UPS Position: Q1 2025 in Review

Torray Investment Partners sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 22,505 shares — an estimated $2.84M sold.

Torray Investment Partners first reported a position in UPS in Q1 2024 and held it in 4 quarters. The position peaked at $4.66M in Q3 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Torray Investment Partners reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Torray Investment Partners sold 22,505 United Parcel Service shares in Q1 2025, an estimated $2.84M.
  • Torray Investment Partners first reported a position in United Parcel Service in Q1 2024 and held it in 4 quarters.
  • Torray Investment Partners's United Parcel Service position peaked at $4.66M in Q3 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Torray Investment Partners's 13F filing for Q1 2025, filed 8 May 2025.