Koesten Hirschmann & Crabtree’s United Parcel Service UPS Stock Holding History

Koesten Hirschmann & Crabtree’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	-3	Closed	-$215	–	224
2025 Q3	$215	Hold	3	–	–	﹤0.01%	237
2025 Q2	$254	Buy	3 +1	+50%	+$98	﹤0.01%	304
2025 Q1	$273	Hold	2	–	–	﹤0.01%	197
2024 Q4	$308	Hold	2	–	–	﹤0.01%	184
2024 Q3	$329	Hold	2	–	–	﹤0.01%	185
2024 Q2	$350	Hold	2	–	–	﹤0.01%	207
2024 Q1	$350	Hold	2	–	–	﹤0.01%	207
2023 Q4	$366	Hold	2	–	–	﹤0.01%	169
2023 Q3	$359	Hold	2	–	–	﹤0.01%	167
2023 Q2	$409	Sell	2 -4	-67%	-$710	﹤0.01%	153
2023 Q1	$1.21K	Buy	6 +4	+200%	+$734	﹤0.01%	184
2022 Q4	$389	Buy	+2	New	+$346	﹤0.01%	149

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

Koesten Hirschmann & Crabtree's UPS Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3 shares — an estimated $215 sold.

Koesten Hirschmann & Crabtree first reported a position in UPS in Q4 2022 and held it in 12 quarters. The position peaked at $1.21K in Q1 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 3 United Parcel Service shares in Q4 2025, an estimated $215.
Koesten Hirschmann & Crabtree first reported a position in United Parcel Service in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's United Parcel Service position peaked at $1.21K in Q1 2023.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.