Long Run Wealth Advisors’s United Parcel Service UPS Stock Holding History

Long Run Wealth 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	$1.87M	Sell	18,856 -88	-0.5%	-$8.23K	0.35%	49
2025 Q3	$1.58M	Buy	18,944 +4,025	+27%	+$365K	0.31%	56
2025 Q2	$1.51M	Buy	14,919 +2,639	+21%	+$260K	0.32%	57
2025 Q1	$1.35M	Buy	+12,280	New	+$1.47M	0.31%	60

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

Long Run Wealth Advisors's UPS Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its United Parcel Service (UPS) stake by 0.46% in Q4 2025, selling an estimated $8.23K and leaving 18,856 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #49.

Long Run Wealth Advisors first reported a position in UPS in Q1 2025 and has held it in 4 quarters since. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Long Run Wealth Advisors held 18,856 shares of United Parcel Service worth $1.87M as of Q4 2025.
Long Run Wealth Advisors sold 88 United Parcel Service shares in Q4 2025, an estimated $8.23K.
United Parcel Service made up 0.35% of Long Run Wealth Advisors's portfolio in Q4 2025, its #49 holding.
Long Run Wealth Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 4 quarters since.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.