Citizens National Bank Trust Department’s United Parcel Service UPS Stock Holding History

Citizens National Bank Trust Department’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	-250	Closed	-$20.9K	–	387
2025 Q3	$20.9K	Hold	250	–	–	﹤0.01%	306
2025 Q2	$25.2K	Hold	250	–	–	0.01%	282
2025 Q1	$27.5K	Buy	250 +210	+525%	+$25.1K	0.01%	280
2024 Q4	$5.04K	Hold	40	–	–	﹤0.01%	330
2024 Q3	$5.45K	Sell	40 -40	-50%	-$5.25K	﹤0.01%	323
2024 Q2	$10.9K	Hold	80	–	–	﹤0.01%	293
2024 Q1	$11.9K	Hold	80	–	–	﹤0.01%	282
2023 Q4	$12.6K	Hold	80	–	–	﹤0.01%	270
2023 Q3	$12.5K	Hold	80	–	–	﹤0.01%	266
2023 Q2	$14.3K	Hold	80	–	–	﹤0.01%	270
2023 Q1	$15.5K	Hold	80	–	–	﹤0.01%	258
2022 Q4	$14K	Sell	80 -220	-73%	-$38.1K	﹤0.01%	265
2022 Q3	$48K	Hold	300	–	–	0.01%	199
2022 Q2	$55K	Hold	300	–	–	0.02%	198
2022 Q1	$54K	Sell	300 -25	-8%	-$5.31K	0.02%	188
2021 Q4	$70K	Buy	+325	New	+$66.1K	0.03%	180

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

Citizens National Bank Trust Department's UPS Position: Q4 2025 in Review

Citizens National Bank Trust Department sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 250 shares — an estimated $20.9K sold.

Citizens National Bank Trust Department first reported a position in UPS in Q4 2021 and held it in 16 quarters. The position peaked at $70K in Q4 2021. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Citizens National Bank Trust Department reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Citizens National Bank Trust Department sold 250 United Parcel Service shares in Q4 2025, an estimated $20.9K.
Citizens National Bank Trust Department first reported a position in United Parcel Service in Q4 2021 and held it in 16 quarters.
Citizens National Bank Trust Department's United Parcel Service position peaked at $70K in Q4 2021.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Citizens National Bank Trust Department's 13F filing for Q4 2025, filed 30 Jan 2026.