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

Vista 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
Q2 		– Sell
-2,861
Closed -$315K – 175
2025
Q1 		$315K Sell
2,861
-79
-3% -$9.45K 0.12% 144
2024
Q4 		$371K Sell
2,940
-14
-0.5% -$1.84K 0.14% 135
2024
Q3 		$403K Buy
2,954
+18
+0.6% +$2.36K 0.15% 128
2024
Q2 		$402K Sell
2,936
-1,163
-28% -$167K 0.16% 122
2024
Q1 		$609K Sell
4,099
-133
-3% -$20.2K 0.25% 108
2023
Q4 		$665K Buy
4,232
+247
+6% +$37.3K 0.31% 101
2023
Q3 		$621K Sell
3,985
-186
-4% -$32.1K 0.33% 98
2023
Q2 		$748K Buy
4,171
+59
+1% +$10.5K 0.38% 85
2023
Q1 		$798K Buy
4,112
+330
+9% +$60.5K 0.42% 75
2022
Q4 		$657K Buy
3,782
+1,025
+37% +$177K 0.38% 90
2022
Q3 		$445K Buy
2,757
+211
+8% +$40K 0.27% 107
2022
Q2 		$465K Buy
2,546
+461
+22% +$84.1K 0.28% 105
2022
Q1 		$447K Buy
2,085
+83
+4% +$17.6K 0.24% 111
2021
Q4 		$429K Buy
2,002
+202
+11% +$41.1K 0.23% 104
2021
Q3 		$328K Buy
1,800
+616
+52% +$122K 0.19% 122
2021
Q2 		$246K Sell
1,184
-105
-8% -$21K 0.15% 142
2021
Q1 		$219K Sell
1,289
-11
-0.8% -$1.78K 0.14% 144
2020
Q4 		$219K Buy
1,300
+5
+0.4% +$844 0.15% 136
2020
Q3 		$216K Buy
+1,295
New +$189K 0.16% 129

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vista Investment Management's UPS Position: Q2 2025 in Review

Vista Investment Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,861 shares — an estimated $315K sold.

Vista Investment Management first reported a position in UPS in Q3 2020 and held it in 19 quarters. The position peaked at $798K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Vista Investment Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Vista Investment Management sold 2,861 United Parcel Service shares in Q2 2025, an estimated $315K.
  • Vista Investment Management first reported a position in United Parcel Service in Q3 2020 and held it in 19 quarters.
  • Vista Investment Management's United Parcel Service position peaked at $798K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Vista Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.