Madison Investment Advisors’s United Parcel Service UPS Stock Holding History

Madison Investment 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
2024 Q4	$9.11M	Buy	+72,280	New	+$9.51M	0.1%	138

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Madison Investment Advisors's UPS Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in United Parcel Service (UPS) in Q4 2024: 72,280 shares worth $9.11M. The stake represents 0.1% of the portfolio and ranks #138 among its holdings.

2,290 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

Madison Investment Advisors held 72,280 shares of United Parcel Service worth $9.11M as of Q4 2024.
United Parcel Service was a new Madison Investment Advisors position in Q4 2024.
United Parcel Service made up 0.1% of Madison Investment Advisors's portfolio in Q4 2024, its #138 holding.
2,290 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.