Cheviot Value Management’s United Parcel Service UPS Stock Holding History

Cheviot Value 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	-2,555	Closed	-$246K	–	440
2025 Q3	$246K	Buy	2,555 +2,455	+2,455%	+$222K	0.03%	123
2025 Q2	$8.67K	Hold	100	–	–	﹤0.01%	293
2025 Q1	$9.56K	Buy	+100	New	+$12K	﹤0.01%	282

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 $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cheviot Value Management's UPS Position: Q4 2025 in Review

Cheviot Value Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,555 shares — an estimated $246K sold.

Cheviot Value Management first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $246K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Cheviot Value Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Cheviot Value Management sold 2,555 United Parcel Service shares in Q4 2025, an estimated $246K.
Cheviot Value Management first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
Cheviot Value Management's United Parcel Service position peaked at $246K in Q3 2025.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Cheviot Value Management's 13F filing for Q4 2025, filed 3 Feb 2026.