UBS O'Connor’s United Parcel Service UPS Stock Holding History

UBS O'Connor’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	-75,180	Closed	-$7.59M	–	446
2025 Q2	$7.59M	Sell	75,180 -5,820	-7%	-$573K	0.21%	55
2025 Q1	$8.91M	Buy	+81,000	New	+$9.69M	0.21%	44
2024 Q1	–	Sell	-19,900	Closed	-$3.13M	–	601
2023 Q4	$3.13M	Buy	+19,900	New	+$3.01M	0.1%	114
2016 Q4	–	Sell	-185,491	Closed	-$20.3M	–	475
2016 Q3	$20.3M	Buy	+185,491	New	+$20.3M	0.3%	79
2015 Q4	–	Sell	-16,848	Closed	-$1.66M	–	555
2015 Q3	$1.66M	Buy	+16,848	New	+$1.66M	0.02%	391
2014 Q4	–	Sell	-41,250	Closed	-$4.05M	–	721
2014 Q3	$4.05M	Sell	41,250 -85,046	-67%	-$8.45M	0.07%	235
2014 Q2	$13M	Buy	126,296 +115,325	+1,051%	+$11.6M	0.08%	120
2014 Q1	$1.07M	Buy	+10,971	New	+$1.07M	0.02%	320

Other funds holding UPS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS O'Connor's UPS Position: Q3 2025 in Review

UBS O'Connor sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 75,180 shares — an estimated $7.59M sold.

UBS O'Connor first reported a position in UPS in Q1 2014 and held it in 8 quarters. The position peaked at $20.3M in Q3 2016. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

UBS O'Connor reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 75,180 United Parcel Service shares in Q3 2025, an estimated $7.59M.
UBS O'Connor first reported a position in United Parcel Service in Q1 2014 and held it in 8 quarters.
UBS O'Connor's United Parcel Service position peaked at $20.3M in Q3 2016.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.