CG
UPS icon

Clifford Group’s United Parcel Service UPS Stock Holding History

Clifford Group’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
-3,758
Closed -$314K – 83
2025
Q3 		$314K Buy
3,758
+1,486
+65% +$135K 0.24% 59
2025
Q2 		$229K Buy
2,272
+254
+13% +$25K 0.19% 76
2025
Q1 		$222K Buy
+2,018
New +$241K 0.21% 67
2024
Q4 		– Sell
-2,463
Closed -$336K – 78
2024
Q3 		$336K Sell
2,463
-1,425
-37% -$187K 0.26% 58
2024
Q2 		$532K Buy
3,888
+17
+0.4% +$2.43K 0.43% 44
2024
Q1 		$575K Buy
3,871
+576
+17% +$87.6K 0.48% 44
2023
Q4 		$518K Buy
3,295
+287
+10% +$43.4K 0.48% 46
2023
Q3 		$469K Sell
3,008
-45
-1% -$7.77K 0.51% 45
2023
Q2 		$547K Buy
3,053
+481
+19% +$85.4K 0.59% 42
2023
Q1 		$499K Buy
2,572
+200
+8% +$36.7K 0.6% 33
2022
Q4 		$412K Buy
+2,372
New +$411K 0.51% 51

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

Clifford Group's UPS Position: Q4 2025 in Review

Clifford Group sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3,758 shares — an estimated $314K sold.

Clifford Group first reported a position in UPS in Q4 2022 and held it in 11 quarters. The position peaked at $575K in Q1 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Clifford Group reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Clifford Group sold 3,758 United Parcel Service shares in Q4 2025, an estimated $314K.
  • Clifford Group first reported a position in United Parcel Service in Q4 2022 and held it in 11 quarters.
  • Clifford Group's United Parcel Service position peaked at $575K in Q1 2024.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Clifford Group's 13F filing for Q4 2025, filed 13 Feb 2026.