Harvest Investment Advisors’s United Parcel Service UPS Stock Holding History

Harvest Investment Advisors’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	$1.33M	Buy	+13,377	New	+$1.25M	0.75%	51
2025 Q2	$1.65M	Buy	16,377 +1,745	+12%	+$172K	1.06%	33
2025 Q1	$1.61M	Buy	14,632 +3,107	+27%	+$372K	1.16%	33
2024 Q4	$1.45M	Sell	11,525 -165	-1%	-$21.7K	1%	37
2024 Q3	$1.59M	Buy	11,690 +2,015	+21%	+$265K	1.08%	32
2024 Q2	$1.32M	Buy	9,675 +40	+0.4%	+$5.73K	0.98%	40
2024 Q1	$1.43M	Buy	+9,635	New	+$1.46M	1.07%	42

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

Harvest Investment Advisors's UPS Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in United Parcel Service (UPS) in Q4 2025: 13,377 shares worth $1.33M. The stake represents 0.75% of the portfolio and ranks #51 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in UPS as recently as Q2 2025.

Harvest Investment Advisors first reported a position in UPS in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q2 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Harvest Investment Advisors held 13,377 shares of United Parcel Service worth $1.33M as of Q4 2025.
United Parcel Service was a new Harvest Investment Advisors position in Q4 2025.
United Parcel Service made up 0.75% of Harvest Investment Advisors's portfolio in Q4 2025, its #51 holding.
Harvest Investment Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 7 quarters since.
Harvest Investment Advisors's United Parcel Service position peaked at $1.65M in Q2 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.