FC
UPS icon

FORA Capital’s United Parcel Service UPS Stock Holding History

FORA Capital’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
-59,406
Closed -$4.96M – 662
2025
Q3 		$4.96M Buy
59,406
+34,152
+135% +$3.09M 0.88% 18
2025
Q2 		$2.55M Buy
25,254
+21,388
+553% +$2.1M 0.28% 92
2025
Q1 		$425K Sell
3,866
-1,272
-25% -$152K 0.04% 350
2024
Q4 		$648K Sell
5,138
-81,008
-94% -$10.7M 0.07% 241
2024
Q3 		$11.7M Buy
86,146
+22,516
+35% +$2.96M 1.38% 8
2024
Q2 		$8.71M Buy
63,630
+35,552
+127% +$5.09M 1.06% 12
2024
Q1 		$4.17M Sell
28,078
-59,435
-68% -$9.03M 0.34% 91
2023
Q4 		$13.8M Buy
87,513
+3,696
+4% +$559K 1.18% 12
2023
Q3 		$13.1M Buy
83,817
+49,018
+141% +$8.46M 1.15% 14
2023
Q2 		$6.24M Sell
34,799
-15,161
-30% -$2.69M 0.89% 23
2023
Q1 		$9.69M Buy
49,960
+31,831
+176% +$5.84M 0.97% 13
2022
Q4 		$3.15M Buy
+18,129
New +$3.14M 0.51% 51
2022
Q2 		– Sell
-7,395
Closed -$1.63M – 694
2022
Q1 		$1.63M Buy
7,395
+6,007
+433% +$1.28M 0.29% 102
2021
Q4 		$298K Buy
+1,388
New +$282K 0.12% 225
2021
Q3 		– Sell
-17,111
Closed -$3.56M – 857
2021
Q2 		$3.56M Buy
17,111
+7,032
+70% +$1.41M 0.66% 24
2021
Q1 		$1.71M Sell
10,079
-5,285
-34% -$855K 0.56% 37
2020
Q4 		$2.59M Buy
+15,364
New +$2.59M 0.39% 51
2020
Q3 		– Sell
-3,277
Closed -$364K – 1000
2020
Q2 		$364K Buy
+3,277
New +$327K 0.12% 217

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

FORA Capital's UPS Position: Q4 2025 in Review

FORA Capital sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 59,406 shares — an estimated $4.96M sold.

FORA Capital first reported a position in UPS in Q2 2020 and held it in 18 quarters. The position peaked at $13.8M in Q4 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • FORA Capital reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 59,406 United Parcel Service shares in Q4 2025, an estimated $4.96M.
  • FORA Capital first reported a position in United Parcel Service in Q2 2020 and held it in 18 quarters.
  • FORA Capital's United Parcel Service position peaked at $13.8M in Q4 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.