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Winebrenner Capital Management’s United Parcel Service UPS Stock Holding History

Winebrenner Capital 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
-2,135
Closed -$216K – 140
2025
Q2 		$216K Buy
2,135
+166
+8% +$16.3K 0.17% 118
2025
Q1 		$217K Sell
1,969
-65
-3% -$7.77K 0.2% 115
2024
Q4 		$257K Buy
+2,034
New +$268K 0.2% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winebrenner Capital Management's UPS Position: Q3 2025 in Review

Winebrenner Capital Management sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,135 shares — an estimated $216K sold.

Winebrenner Capital Management first reported a position in UPS in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Winebrenner Capital Management reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Winebrenner Capital Management sold 2,135 United Parcel Service shares in Q3 2025, an estimated $216K.
  • Winebrenner Capital Management first reported a position in United Parcel Service in Q4 2024 and held it in 3 quarters.
  • Winebrenner Capital Management's United Parcel Service position peaked at $257K in Q4 2024.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Winebrenner Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.