FineMark National Bank & Trust’s United Parcel Service UPS Stock Holding History

FineMark National Bank & Trust’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
2022 Q4	–	Sell	-468,500	Closed	-$75.7M	–	421
2022 Q3	$75.7M	Hold	468,500	–	–	3.63%	4
2022 Q2	$85.5M	Buy	468,500 +347,400	+287%	+$63.4M	3.78%	4
2022 Q1	$26M	Hold	121,100	–	–	1.03%	12
2021 Q4	$26M	Buy	+121,100	New	+$24.6M	0.98%	15

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

FineMark National Bank & Trust's UPS Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its United Parcel Service (UPS) stake by 0.46% in Q4 2025, selling an estimated $734K and leaving 1,706,226 shares worth $169M. The position accounts for 5.28% of the portfolio, ranked #2.

FineMark National Bank & Trust first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $470M in Q4 2020. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

FineMark National Bank & Trust held 1,706,226 shares of United Parcel Service worth $169M as of Q4 2025.
FineMark National Bank & Trust sold 7,844 United Parcel Service shares in Q4 2025, an estimated $734K.
United Parcel Service made up 5.28% of FineMark National Bank & Trust's portfolio in Q4 2025, its #2 holding.
FineMark National Bank & Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's United Parcel Service position peaked at $470M in Q4 2020.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.