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Accuvest Global Advisors’s United Parcel Service UPS Stock Holding History

Accuvest Global 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
Q4 		– Sell
-3,207
Closed -$268K – 101
2025
Q3 		$268K Buy
3,207
+603
+23% +$54.6K 0.17% 54
2025
Q2 		$263K Sell
2,604
-1,838
-41% -$181K 0.17% 58
2025
Q1 		$489K Buy
+4,442
New +$531K 0.42% 38
2024
Q4 		– Sell
-3,068
Closed -$599K – 68
2024
Q3 		$599K Buy
+3,068
New +$403K 0.52% 32
2024
Q2 		– Sell
-3,708
Closed -$551K – 110
2024
Q1 		$551K Buy
3,708
+888
+31% +$135K 0.24% 71
2023
Q4 		$443K Sell
2,820
-490
-15% -$74.1K 0.47% 38
2023
Q3 		$516K Buy
+3,310
New +$571K 0.28% 66
2023
Q2 		– Sell
-2,870
Closed -$557K – 148
2023
Q1 		$557K Sell
2,870
-4,714
-62% -$865K 0.25% 63
2022
Q4 		$1.32M Buy
7,584
+4,179
+123% +$723K 0.44% 56
2022
Q3 		$550K Buy
3,405
+273
+9% +$51.7K 0.38% 58
2022
Q2 		$572K Buy
3,132
+1,182
+61% +$216K 0.37% 56
2022
Q1 		$418K Buy
+1,950
New +$414K 0.21% 75
2021
Q3 		– Sell
-1,730
Closed -$360K – 128
2021
Q2 		$360K Buy
1,730
+111
+7% +$22.2K 0.18% 64
2021
Q1 		$275K Buy
+1,619
New +$262K 0.15% 73

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accuvest Global Advisors's UPS Position: Q4 2025 in Review

Accuvest Global Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3,207 shares — an estimated $268K sold.

Accuvest Global Advisors first reported a position in UPS in Q1 2021 and held it in 14 quarters. The position peaked at $1.32M in Q4 2022. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Accuvest Global Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Accuvest Global Advisors sold 3,207 United Parcel Service shares in Q4 2025, an estimated $268K.
  • Accuvest Global Advisors first reported a position in United Parcel Service in Q1 2021 and held it in 14 quarters.
  • Accuvest Global Advisors's United Parcel Service position peaked at $1.32M in Q4 2022.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Accuvest Global Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.