VIM
UPS icon

VELA Investment Management’s United Parcel Service UPS Stock Holding History

VELA Investment Management’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
-3,301
Closed -$333K – 189
2025
Q2 		$333K Buy
3,301
+460
+16% +$45.3K 0.09% 150
2025
Q1 		$312K Buy
+2,841
New +$340K 0.1% 143
2022
Q4 		– Sell
-2,048
Closed -$331K – 145
2022
Q3 		$331K Hold
2,048
– – 0.19% 121
2022
Q2 		$374K Buy
+2,048
New +$374K 0.21% 118

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VELA Investment Management's UPS Position: Q3 2025 in Review

VELA Investment Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 3,301 shares — an estimated $333K sold.

VELA Investment Management first reported a position in UPS in Q2 2022 and held it in 4 quarters. The position peaked at $374K in Q2 2022. 1,948 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • VELA Investment Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • VELA Investment Management sold 3,301 United Parcel Service shares in Q3 2025, an estimated $333K.
  • VELA Investment Management first reported a position in United Parcel Service in Q2 2022 and held it in 4 quarters.
  • VELA Investment Management's United Parcel Service position peaked at $374K in Q2 2022.
  • 1,948 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on VELA Investment Management's 13F filing for Q3 2025, filed 30 Oct 2025.