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

WCM 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	-37,623	Closed	-$4.13M	–	286
2025 Q1	$4.13M	Sell	37,623 -9	-0%	-$1.08K	0.01%	187
2024 Q4	$4.72M	Buy	37,632 +26,534	+239%	+$3.49M	0.01%	182
2024 Q3	$1.49M	Buy	11,098 +8,537	+333%	+$1.12M	﹤0.01%	230
2024 Q2	$348K	Buy	+2,561	New	+$367K	﹤0.01%	245

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

WCM Investment Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 37,623 shares — an estimated $4.13M sold.

WCM Investment Management first reported a position in UPS in Q2 2024 and held it in 4 quarters. The position peaked at $4.72M in Q4 2024. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

WCM Investment Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
WCM Investment Management sold 37,623 United Parcel Service shares in Q2 2025, an estimated $4.13M.
WCM Investment Management first reported a position in United Parcel Service in Q2 2024 and held it in 4 quarters.
WCM Investment Management's United Parcel Service position peaked at $4.72M in Q4 2024.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.