Bill Gates
Bill & Melinda Gates Foundation Trust
Bill Gates United Parcel Service Inc stake
total: 105
Bill & Melinda Gates Foundation Trust UPS trades
- Total transactions:
- 6
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2014 Q4
- Held for:
- 43 quarters
- Latest activity:
- 2025 Q3
According to 2026 Q2 report, Bill Gates doesn't hold any United Parcel Service Inc (UPS) shares. To date, the estimated cost basis is nearly $111.31 for "buy" trades and estimated average "sell" price is $175. Bill & Melinda Gates Foundation Trust first purchased UPS in 2014 Q4, initially acquiring about 4.53M shares. Since the initial investment in United Parcel Service Inc (UPS), Bill & Melinda Gates Foundation Trust has made 5 more transactions.
When did Bill Gates sell United Parcel Service Inc (UPS)?
Bill Gates sold off the entire United Parcel Service Inc (UPS) position in 2025 Q3.
When did Bill Gates buy United Parcel Service Inc (UPS)?
Bill Gates first invested in United Parcel Service Inc (UPS) in 2014 Q4 at the reported quarter-end price of $111.17 per share.
What's the cost basis of Bill & Melinda Gates Foundation Trust's UPS stake?
The estimated cost basis for United Parcel Service Inc (UPS) stake is around $111.31 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $111.31
- Weighted AVG sell price:
- $175.00
Bill Gates's historical trades in United Parcel Service Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
0.00%
|
0
|
$100.94
|
|
-100% (-755,089)
|
-0.16%
|
|
2023 Q3
|
0.30%
|
755,089
|
$155.87
|
$117,695,722
|
+1.94% (+14,400)
|
+0.01%
|
|
2022 Q1
|
0.80%
|
740,689
|
$214.46
|
$158,848,000
|
-67.57% (-1,543,326)
|
-1.44%
|
|
2021 Q3
|
1.79%
|
2,284,015
|
$182.10
|
$415,919,000
|
-18.48% (-517,775)
|
-0.4%
|
|
2021 Q1
|
2.27%
|
2,801,790
|
$169.99
|
$476,276,000
|
-38.09% (-1,723,539)
|
-1.31%
|
|
2014 Q4
|
2.52%
|
$111.17
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.