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Advanced Portfolio Management’s United Parcel Service UPS Stock Holding History

Advanced Portfolio 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
Q4 		– Sell
-8,176
Closed -$691K – 139
2025
Q3 		$691K Hold
8,176
– – 1.8% 17
2025
Q2 		$825K Hold
8,176
– – 2.31% 17
2025
Q1 		$899K Buy
+8,176
New +$978K 1.81% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advanced Portfolio Management's UPS Position: Q4 2025 in Review

Advanced Portfolio Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 8,176 shares — an estimated $691K sold.

Advanced Portfolio Management first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $899K in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Advanced Portfolio Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Advanced Portfolio Management sold 8,176 United Parcel Service shares in Q4 2025, an estimated $691K.
  • Advanced Portfolio Management first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
  • Advanced Portfolio Management's United Parcel Service position peaked at $899K in Q1 2025.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.