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Westover Capital Advisors’s United Parcel Service UPS Stock Holding History

Westover Capital Advisors’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
-5,255
Closed -$578K – 243
2025
Q1 		$578K Sell
5,255
-161
-3% -$19.3K 0.13% 132
2024
Q4 		$683K Sell
5,416
-1,748
-24% -$230K 0.15% 119
2024
Q3 		$977K Sell
7,164
-300
-4% -$39.4K 0.19% 100
2024
Q2 		$1.02M Sell
7,464
-424
-5% -$60.7K 0.26% 90
2024
Q1 		$1.17M Sell
7,888
-15,223
-66% -$2.31M 0.34% 73
2023
Q4 		$3.63M Sell
23,111
-162
-0.7% -$24.5K 1.18% 23
2023
Q3 		$3.63M Sell
23,273
-952
-4% -$164K 1.31% 23
2023
Q2 		$4.34M Sell
24,225
-1,079
-4% -$192K 1.51% 16
2023
Q1 		$4.91M Sell
25,304
-109
-0.4% -$20K 1.82% 13
2022
Q4 		$4.42M Buy
25,413
+102
+0.4% +$17.7K 1.75% 14
2022
Q3 		$4.09M Sell
25,311
-679
-3% -$129K 1.56% 14
2022
Q2 		$4.74M Sell
25,990
-1,505
-5% -$275K 1.75% 12
2022
Q1 		$5.9M Sell
27,495
-870
-3% -$185K 1.84% 13
2021
Q4 		$6.08M Sell
28,365
-3,050
-10% -$620K 1.77% 15
2021
Q3 		$5.72M Sell
31,415
-681
-2% -$134K 1.79% 15
2021
Q2 		$6.67M Sell
32,096
-1,139
-3% -$228K 2.14% 10
2021
Q1 		$5.65M Sell
33,235
-981
-3% -$159K 1.94% 13
2020
Q4 		$5.76M Sell
34,216
-76
-0.2% -$12.8K 2.08% 11
2020
Q3 		$5.71M Buy
34,292
+373
+1% +$54.3K 2.35% 9
2020
Q2 		$3.77M Buy
33,919
+17,581
+108% +$1.75M 1.77% 17
2020
Q1 		$1.53M Buy
16,338
+14,020
+605% +$1.45M 0.83% 40
2019
Q4 		$271K Buy
2,318
+264
+13% +$31.3K 0.12% 115
2019
Q3 		$246K Hold
2,054
– – 0.12% 122
2019
Q2 		$212K Hold
2,054
– – 0.1% 128
2019
Q1 		$230K Buy
+2,054
New +$218K 0.12% 121

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

Westover Capital Advisors's UPS Position: Q2 2025 in Review

Westover Capital Advisors sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 5,255 shares — an estimated $578K sold.

Westover Capital Advisors first reported a position in UPS in Q1 2019 and held it in 25 quarters. The position peaked at $6.67M in Q2 2021. 2,114 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Westover Capital Advisors reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 5,255 United Parcel Service shares in Q2 2025, an estimated $578K.
  • Westover Capital Advisors first reported a position in United Parcel Service in Q1 2019 and held it in 25 quarters.
  • Westover Capital Advisors's United Parcel Service position peaked at $6.67M in Q2 2021.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.