AGF Management’s United Parcel Service UPS Stock Holding History

AGF 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	-37,645	Closed	-$3.14M	–	693
2025 Q3	$3.14M	Buy	37,645 +6,353	+20%	+$575K	0.01%	406
2025 Q2	$3.16M	Buy	31,292 +5,111	+20%	+$503K	0.01%	339
2025 Q1	$2.88M	Buy	26,181 +2,216	+9%	+$265K	0.02%	333
2024 Q4	$3.02M	Buy	23,965 +18,693	+355%	+$2.46M	0.02%	323
2024 Q3	$719K	Buy	5,272 +729	+16%	+$95.7K	﹤0.01%	595
2024 Q2	$622K	Buy	+4,543	New	+$650K	﹤0.01%	601
2024 Q1	–	Sell	-3,405	Closed	-$535K	–	769
2023 Q4	$535K	Sell	3,405 -35,070	-91%	-$5.3M	﹤0.01%	620
2023 Q3	$6M	Sell	38,475 -4,150	-10%	-$716K	0.04%	229
2023 Q2	$7.64M	Buy	42,625 +620	+1%	+$110K	0.06%	212
2023 Q1	$8.15M	Buy	42,005 +10,737	+34%	+$1.97M	0.06%	219
2022 Q4	$5.44M	Buy	+31,268	New	+$5.41M	0.04%	251

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AGF Management's UPS Position: Q4 2025 in Review

AGF Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 37,645 shares — an estimated $3.14M sold.

AGF Management first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $8.15M in Q1 2023. 2,116 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

AGF Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
AGF Management sold 37,645 United Parcel Service shares in Q4 2025, an estimated $3.14M.
AGF Management first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
AGF Management's United Parcel Service position peaked at $8.15M in Q1 2023.
2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

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