Wellington Management Group’s United Parcel Service UPS Stock Holding History

Wellington Management Group’s Portfolio UPS Stock Details UPS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$64.6M	Sell	640,288 -10,760,184	-94%	-$1.09B	0.01%	631
2025 Q1	$1.25B	Sell	11,400,472 -3,536,789	-24%	-$389M	0.24%	99
2024 Q4	$1.88B	Sell	14,937,261 -1,314,579	-8%	-$166M	0.34%	69
2024 Q3	$2.22B	Sell	16,251,840 -2,886,225	-15%	-$394M	0.39%	63
2024 Q2	$2.62B	Buy	19,138,065 +204,556	+1%	+$28M	0.47%	44
2024 Q1	$2.81B	Buy	18,933,509 +780,609	+4%	+$116M	0.5%	43
2023 Q4	$2.85B	Buy	18,152,900 +8,475,698	+88%	+$1.33B	0.53%	38
2023 Q3	$1.51B	Buy	9,677,202 +2,331,875	+32%	+$363M	0.3%	78
2023 Q2	$1.32B	Sell	7,345,327 -228,294	-3%	-$40.9M	0.25%	99
2023 Q1	$1.47B	Sell	7,573,621 -4,721	-0.1%	-$916K	0.29%	90
2022 Q4	$1.32B	Sell	7,578,342 -88,947	-1%	-$15.5M	0.26%	94
2022 Q3	$1.24B	Sell	7,667,289 -153,003	-2%	-$24.7M	0.26%	97
2022 Q2	$1.43B	Buy	7,820,292 +443,792	+6%	+$81M	0.29%	84
2022 Q1	$1.58B	Sell	7,376,500 -418,639	-5%	-$89.8M	0.27%	89
2021 Q4	$1.67B	Sell	7,795,139 -699,217	-8%	-$150M	0.27%	86
2021 Q3	$1.55B	Sell	8,494,356 -79,760	-0.9%	-$14.5M	0.26%	87
2021 Q2	$1.78B	Sell	8,574,116 -180,392	-2%	-$37.5M	0.3%	83
2021 Q1	$1.49B	Sell	8,754,508 -3,381,432	-28%	-$575M	0.26%	88
2020 Q4	$2.04B	Sell	12,135,940 -1,559,653	-11%	-$263M	0.38%	70
2020 Q3	$2.28B	Buy	13,695,593 +3,262,775	+31%	+$544M	0.47%	54
2020 Q2	$1.16B	Buy	10,432,818 +296,028	+3%	+$32.9M	0.26%	95
2020 Q1	$947M	Buy	10,136,790 +1,256,253	+14%	+$117M	0.25%	98
2019 Q4	$1.04B	Sell	8,880,537 -2,876,280	-24%	-$337M	0.22%	107
2019 Q3	$1.41B	Sell	11,756,817 -4,368,143	-27%	-$523M	0.32%	74
2019 Q2	$1.67B	Sell	16,124,960 -1,958,871	-11%	-$202M	0.37%	62
2019 Q1	$2.02B	Sell	18,083,831 -468,974	-3%	-$52.4M	0.46%	52
2018 Q4	$1.81B	Sell	18,552,805 -607,546	-3%	-$59.3M	0.45%	52
2018 Q3	$2.24B	Sell	19,160,351 -1,189,880	-6%	-$139M	0.47%	48
2018 Q2	$2.16B	Sell	20,350,231 -5,155,502	-20%	-$548M	0.48%	47
2018 Q1	$2.67B	Sell	25,505,733 -3,561,172	-12%	-$373M	0.6%	29
2017 Q4	$3.46B	Sell	29,066,905 -256,718	-0.9%	-$30.6M	0.77%	21
2017 Q3	$3.52B	Buy	29,323,623 +441,155	+2%	+$53M	0.81%	20
2017 Q2	$3.19B	Sell	28,882,468 -505,146	-2%	-$55.9M	0.75%	24
2017 Q1	$3.15B	Buy	29,387,614 +1,117,802	+4%	+$120M	0.76%	24
2016 Q4	$3.24B	Sell	28,269,812 -1,262,878	-4%	-$145M	0.81%	19
2016 Q3	$3.23B	Buy	29,532,690 +7,798	+0%	+$853K	0.81%	25
2016 Q2	$3.18B	Buy	29,524,892 +104,749	+0.4%	+$11.3M	0.82%	22
2016 Q1	$3.1B	Sell	29,420,143 -129,458	-0.4%	-$13.7M	0.82%	26
2015 Q4	$2.84B	Sell	29,549,601 -642,272	-2%	-$61.8M	0.74%	26
2015 Q3	$2.98B	Sell	30,191,873 -1,130,215	-4%	-$112M	0.83%	21
2015 Q2	$3.04B	Buy	31,322,088 +876,164	+3%	+$84.9M	0.78%	23
2015 Q1	$2.95B	Buy	30,445,924 +2,163,311	+8%	+$210M	0.76%	25
2014 Q4	$3.14B	Sell	28,282,613 -275,902	-1%	-$30.7M	0.83%	23
2014 Q3	$2.81B	Buy	28,558,515 +152,384	+0.5%	+$15M	0.77%	23
2014 Q2	$2.92B	Buy	28,406,131 +1,237,534	+5%	+$127M	0.78%	18
2014 Q1	$2.65B	Buy	27,168,597 +3,035,982	+13%	+$296M	0.73%	20
2013 Q4	$2.54B	Buy	24,132,615 +1,316,938	+6%	+$138M	0.73%	22
2013 Q3	$2.08B	Buy	22,815,677 +879,285	+4%	+$80.3M	0.65%	32
2013 Q2	$1.9B	Buy	+21,936,392	New	+$1.9B	0.62%	36