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Madison Asset Management’s United Parcel Service UPS Stock Holding History

Madison Asset 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 		– Sell
-11,160
Closed -$932K – 358
2025
Q3 		$932K Buy
11,160
+221
+2% +$20K 0.01% 286
2025
Q2 		$1.1M Sell
10,939
-583
-5% -$57.4K 0.01% 276
2025
Q1 		$1.27M Sell
11,522
-60,758
-84% -$7.26M 0.01% 264
2024
Q4 		$9.11M Sell
72,280
-28,095
-28% -$3.7M 0.1% 138
2024
Q3 		$13.7M Sell
100,375
-2,583
-3% -$339K 0.15% 116
2024
Q2 		$14.1M Sell
102,958
-23,157
-18% -$3.32M 0.17% 114
2024
Q1 		$18.7M Sell
126,115
-5,054
-4% -$768K 0.23% 100
2023
Q4 		$20.6M Buy
131,169
+2,062
+2% +$312K 0.28% 96
2023
Q3 		$20.1M Sell
129,107
-9,095
-7% -$1.57M 0.3% 96
2023
Q2 		$24.8M Buy
138,202
+8,724
+7% +$1.55M 0.36% 90
2023
Q1 		$25.1M Buy
129,478
+76,665
+145% +$14.1M 0.38% 85
2022
Q4 		$9.18M Sell
52,813
-50
-0.1% -$8.65K 0.14% 126
2022
Q3 		$8.54M Sell
52,863
-25,345
-32% -$4.8M 0.14% 124
2022
Q2 		$14.3M Buy
78,208
+1,186
+2% +$216K 0.22% 110
2022
Q1 		$16.5M Buy
77,022
+3,897
+5% +$828K 0.24% 107
2021
Q4 		$15.7M Sell
73,125
-1,901
-3% -$387K 0.21% 115
2021
Q3 		$13.7M Buy
75,026
+2,053
+3% +$405K 0.19% 116
2021
Q2 		$15.2M Buy
72,973
+4,190
+6% +$838K 0.2% 117
2021
Q1 		$11.7M Buy
68,783
+2,054
+3% +$332K 0.16% 123
2020
Q4 		$11.2M Buy
66,729
+2,071
+3% +$350K 0.17% 118
2020
Q3 		$10.8M Sell
64,658
-470
-0.7% -$68.4K 0.18% 113
2020
Q2 		$7.24M Buy
65,128
+12,279
+23% +$1.23M 0.13% 130
2020
Q1 		$4.94M Sell
52,849
-1,187
-2% -$123K 0.1% 147
2019
Q4 		$6.33M Buy
+54,036
New +$6.4M 0.1% 170

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Madison Asset Management's UPS Position: Q4 2025 in Review

Madison Asset Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 11,160 shares — an estimated $932K sold.

Madison Asset Management first reported a position in UPS in Q4 2019 and held it in 24 quarters. The position peaked at $25.1M in Q1 2023. 2,116 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Madison Asset Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Madison Asset Management sold 11,160 United Parcel Service shares in Q4 2025, an estimated $932K.
  • Madison Asset Management first reported a position in United Parcel Service in Q4 2019 and held it in 24 quarters.
  • Madison Asset Management's United Parcel Service position peaked at $25.1M in Q1 2023.
  • 2,116 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Madison Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.