Gifford Fong Associates’s United Parcel Service UPS Stock Holding History

Gifford Fong Associates’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	$1.17M	Hold	11,800	–	–	0.23%	82
2025 Q3	$986K	Hold	11,800	–	–	0.21%	86
2025 Q2	$1.19M	Hold	11,800	–	–	0.27%	79
2025 Q1	$1.3M	Hold	11,800	–	–	0.32%	81
2024 Q4	$1.49M	Hold	11,800	–	–	0.37%	73
2024 Q3	$1.61M	Hold	11,800	–	–	0.4%	73
2024 Q2	$1.61M	Hold	11,800	–	–	0.43%	64
2024 Q1	$1.75M	Hold	11,800	–	–	0.48%	64
2023 Q4	$1.85M	Hold	11,800	–	–	0.39%	68
2023 Q3	$1.84M	Hold	11,800	–	–	0.44%	64
2023 Q2	$2.12M	Hold	11,800	–	–	0.5%	58
2023 Q1	$2.29M	Hold	11,800	–	–	0.6%	56
2022 Q4	$2.05M	Hold	11,800	–	–	0.47%	60
2022 Q3	$1.91M	Hold	11,800	–	–	0.47%	56
2022 Q2	$2.15M	Hold	11,800	–	–	0.5%	53
2022 Q1	$2.53M	Hold	11,800	–	–	0.46%	52
2021 Q4	$2.53M	Hold	11,800	–	–	0.44%	54
2021 Q3	$2.15M	Hold	11,800	–	–	0.42%	59
2021 Q2	$2.45M	Hold	11,800	–	–	0.48%	52
2021 Q1	$2.01M	Hold	11,800	–	–	0.43%	59
2020 Q4	$1.99M	Hold	11,800	–	–	0.46%	58
2020 Q3	$1.97M	Hold	11,800	–	–	0.53%	50
2020 Q2	$1.31M	Hold	11,800	–	–	0.4%	66
2020 Q1	$1.1M	Hold	11,800	–	–	0.4%	61
2019 Q4	$1.38M	Hold	11,800	–	–	0.4%	65
2019 Q3	$1.41M	Hold	11,800	–	–	0.46%	58
2019 Q2	$1.22M	Hold	11,800	–	–	0.41%	69
2019 Q1	$1.32M	Hold	11,800	–	–	0.44%	61
2018 Q4	$1.15M	Hold	11,800	–	–	0.43%	61
2018 Q3	$1.38M	Hold	11,800	–	–	0.44%	60
2018 Q2	$1.25M	Hold	11,800	–	–	0.43%	60
2018 Q1	$1.24M	Buy	+11,800	New	+$1.36M	0.5%	55

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

Gifford Fong Associates's UPS Position: Q4 2025 in Review

Gifford Fong Associates held its United Parcel Service (UPS) position steady in Q4 2025 at 11,800 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #82.

Gifford Fong Associates first reported a position in UPS in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.53M in Q1 2022. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Gifford Fong Associates held 11,800 shares of United Parcel Service worth $1.17M as of Q4 2025.
Gifford Fong Associates left its United Parcel Service share count unchanged in Q4 2025.
United Parcel Service made up 0.23% of Gifford Fong Associates's portfolio in Q4 2025, its #82 holding.
Gifford Fong Associates first reported a position in United Parcel Service in Q1 2018 and has held it in 32 quarters since.
Gifford Fong Associates's United Parcel Service position peaked at $2.53M in Q1 2022.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.