Investment Research & Advisory Group’s United Parcel Service UPS Stock Holding History

Investment Research & Advisory 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	-100	Closed	-$9.52K	–	287
2025 Q3	$9.52K	Hold	100	–	–	﹤0.01%	177
2025 Q2	$10.1K	Hold	100	–	–	﹤0.01%	171
2025 Q1	$11K	Hold	100	–	–	﹤0.01%	165
2024 Q4	$12.6K	Hold	100	–	–	0.01%	148
2024 Q3	$13.6K	Hold	100	–	–	0.01%	145
2024 Q2	$13.7K	Hold	100	–	–	0.01%	140
2024 Q1	$14.9K	Sell	100 -6,671	-99%	-$1.01M	0.01%	142
2023 Q4	$1.06M	Sell	6,771 -5,204	-43%	-$787K	0.54%	41
2023 Q3	$1.87M	Sell	11,975 -1,063	-8%	-$183K	1.06%	32
2023 Q2	$2.34M	Buy	13,038 +90	+0.7%	+$16K	1.35%	23
2023 Q1	$2.51M	Buy	12,948 +12,848	+12,848%	+$2.36M	1.61%	18
2022 Q4	$17.4K	Hold	100	–	–	0.01%	118
2022 Q3	$16K	Hold	100	–	–	0.01%	120
2022 Q2	$18K	Hold	100	–	–	0.01%	120
2022 Q1	$21K	Hold	100	–	–	0.01%	129
2021 Q4	$21K	Buy	+100	New	+$20.3K	0.01%	132
2021 Q3	–	Sell	-22	Closed	-$5K	–	179
2021 Q2	$5K	Buy	+22	New	+$4.4K	﹤0.01%	160

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

Investment Research & Advisory Group's UPS Position: Q4 2025 in Review

Investment Research & Advisory Group sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 100 shares — an estimated $9.52K sold.

Investment Research & Advisory Group first reported a position in UPS in Q2 2021 and held it in 17 quarters. The position peaked at $2.51M in Q1 2023. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Investment Research & Advisory Group reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 100 United Parcel Service shares in Q4 2025, an estimated $9.52K.
Investment Research & Advisory Group first reported a position in United Parcel Service in Q2 2021 and held it in 17 quarters.
Investment Research & Advisory Group's United Parcel Service position peaked at $2.51M in Q1 2023.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Investment Research & Advisory Group's 13F filing for Q4 2025, filed 20 Jan 2026.