JCM
UPS icon

Janney Capital Management’s United Parcel Service UPS Stock Holding History

Janney Capital Management’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 		$1.43M Sell
14,432
-4,921
-25% -$460K 0.09% 140
2025
Q3 		$1.62M Sell
19,353
-80,822
-81% -$7.32M 0.1% 131
2025
Q2 		$10.1M Sell
100,175
-1,124
-1% -$111K 0.65% 66
2025
Q1 		$11.1M Buy
101,299
+6,228
+7% +$745K 0.77% 53
2024
Q4 		$12M Buy
95,071
+6,636
+8% +$873K 0.79% 51
2024
Q3 		$12.1M Sell
88,435
-258
-0.3% -$33.9K 0.81% 53
2024
Q2 		$12.1M Sell
88,693
-5,195
-6% -$744K 0.86% 47
2024
Q1 		$14M Buy
93,888
+8,228
+10% +$1.25M 0.93% 37
2023
Q4 		$13.5M Sell
85,660
-12,155
-12% -$1.84M 0.9% 36
2023
Q3 		$15.2M Buy
97,815
+6,727
+7% +$1.16M 1.17% 23
2023
Q2 		$16.3M Buy
91,088
+10,889
+14% +$1.93M 1.13% 25
2023
Q1 		$15.6M Buy
80,199
+23,888
+42% +$4.38M 1.17% 23
2022
Q4 		$9.79M Sell
56,311
-3,051
-5% -$528K 0.7% 58
2022
Q3 		$9.59M Buy
+59,362
New +$11.2M 0.78% 49
2022
Q2 		– Sell
-940
Closed -$202K – 208
2022
Q1 		$202K Buy
+940
New +$200K 0.01% 198
2019
Q4 		– Sell
-167,284
Closed -$20M – 214
2019
Q3 		$20M Sell
167,284
-5,761
-3% -$659K 1.12% 28
2019
Q2 		$17.9M Sell
173,045
-5,756
-3% -$599K 0.97% 40
2019
Q1 		$20M Buy
178,801
+2,524
+1% +$268K 1.04% 34
2018
Q4 		$17.2M Sell
176,277
-12,549
-7% -$1.36M 0.93% 40
2018
Q3 		$22M Sell
188,826
-3,581
-2% -$421K 0.96% 34
2018
Q2 		$20.4M Sell
192,407
-1,567
-0.8% -$176K 0.9% 36
2018
Q1 		$20.3M Buy
+193,974
New +$22.4M 0.88% 37

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

Janney Capital Management's UPS Position: Q4 2025 in Review

Janney Capital Management reduced its United Parcel Service (UPS) stake by 25% in Q4 2025, selling an estimated $460K and leaving 14,432 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #140.

Janney Capital Management first reported a position in UPS in Q1 2018 and has held it in 22 quarters since. The position peaked at $22M in Q3 2018. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Janney Capital Management held 14,432 shares of United Parcel Service worth $1.43M as of Q4 2025.
  • Janney Capital Management sold 4,921 United Parcel Service shares in Q4 2025, an estimated $460K.
  • United Parcel Service made up 0.09% of Janney Capital Management's portfolio in Q4 2025, its #140 holding.
  • Janney Capital Management first reported a position in United Parcel Service in Q1 2018 and has held it in 22 quarters since.
  • Janney Capital Management's United Parcel Service position peaked at $22M in Q3 2018.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.