Exited position

Bill Gates’s United Parcel Service (UPS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gates Foundation TrustVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2014Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares4.53MHighest verified quarter-end share count
Quarters reported43Verified quarters with shares above zero
What happened?

Gates Foundation Trust first reported United Parcel Service in Q4 2014. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Gates Foundation Trust sold the entire position in Q3 2025, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2025
Sold the entire position−755.09K shares · No shares reported at quarter-end
Q3 2023
Bought 1.9% more+14.40K shares · 755.09K shares reported after the change
Filing context

Quarter-end price $155.87 · Estimated holding basis $112.02

Q1 2022
Sold 67.6% of the position−1.54M shares · 740.69K shares remained
Filing context

Quarter-end price $214.46 · Estimated holding basis $111.17

Q3 2021
Sold 18.5% of the position−517.78K shares · 2.28M shares remained
Filing context

Quarter-end price $182.10 · Estimated holding basis $111.17

Q1 2021
Sold 38.1% of the position−1.72M shares · 2.80M shares remained
Filing context

Quarter-end price $169.99 · Estimated holding basis $111.17

Q4 2014
New position+4.53M shares · 4.53M shares reported
Filing context

Quarter-end price $111.17 · Estimated holding basis $111.17

38 unchanged quarters are collapsed by default.

Portfolio importance

How important was United Parcel Service in Gates Foundation Trust’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.2%Q2 2025
Last reported rank#20of 25 reported positions
Peak portfolio weight3.4%Q3 2020
Best historical rank#7Q3 2015
At peak importanceQ3 2020
UPS
3.4%
Largest holding
45.4%
Cross-investor discovery

Who else owns United Parcel Service?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
UPS0.1% of reported portfolio
Explore United Parcel Service across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$98.772026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View United Parcel Service stock page →

This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.