MSA
UPS icon

Marino Stram & Associates’s United Parcel Service UPS Stock Holding History

Marino Stram & Associates’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
-5,510
Closed -$460K – 198
2025
Q3 		$460K Sell
5,510
-173
-3% -$15.7K 0.08% 131
2025
Q2 		$574K Sell
5,683
-962
-14% -$94.6K 0.12% 108
2025
Q1 		$731K Buy
6,645
+248
+4% +$29.7K 0.16% 97
2024
Q4 		$807K Sell
6,397
-303
-5% -$39.9K 0.18% 94
2024
Q3 		$914K Sell
6,700
-71
-1% -$9.32K 0.2% 84
2024
Q2 		$927K Buy
6,771
+122
+2% +$17.5K 0.23% 74
2024
Q1 		$988K Buy
6,649
+501
+8% +$76.2K 0.23% 71
2023
Q4 		$967K Buy
6,148
+10
+0.2% +$1.51K 0.25% 64
2023
Q3 		$957K Buy
6,138
+79
+1% +$13.6K 0.28% 56
2023
Q2 		$1.09M Sell
6,059
-118
-2% -$21K 0.31% 50
2023
Q1 		$1.2M Buy
6,177
+390
+7% +$71.5K 0.36% 44
2022
Q4 		$1.01M Buy
5,787
+172
+3% +$29.8K 0.32% 51
2022
Q3 		$907K Buy
5,615
+303
+6% +$57.4K 0.33% 51
2022
Q2 		$970K Buy
5,312
+5
+0.1% +$912 0.34% 51
2022
Q1 		$1.14M Buy
5,307
+121
+2% +$25.7K 0.36% 43
2021
Q4 		$1.11M Buy
5,186
+175
+3% +$35.6K 0.34% 47
2021
Q3 		$912K Sell
5,011
-2,028
-29% -$400K 0.32% 52
2021
Q2 		$1.46M Buy
7,039
+2,585
+58% +$517K 0.38% 64
2021
Q1 		$757K Buy
4,454
+357
+9% +$57.7K 0.3% 54
2020
Q4 		$690K Buy
4,097
+125
+3% +$21.1K 0.31% 49
2020
Q3 		$662K Buy
3,972
+352
+10% +$51.2K 0.35% 49
2020
Q2 		$402K Buy
3,620
+345
+11% +$34.4K 0.24% 68
2020
Q1 		$306K Buy
3,275
+1,211
+59% +$125K 0.24% 66
2019
Q4 		$242K Buy
2,064
+234
+13% +$27.7K 0.16% 80
2019
Q3 		$219K Buy
+1,830
New +$209K 0.16% 82
2019
Q2 		– Sell
-468
Closed -$52K – 535
2019
Q1 		$52K Buy
468
+456
+3,800% +$48.4K 0.04% 158
2018
Q4 		$1K Buy
+12
New +$1.3K ﹤0.01% 587

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

Marino Stram & Associates's UPS Position: Q4 2025 in Review

Marino Stram & Associates sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 5,510 shares — an estimated $460K sold.

Marino Stram & Associates first reported a position in UPS in Q4 2018 and held it in 27 quarters. The position peaked at $1.46M in Q2 2021. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Marino Stram & Associates reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 5,510 United Parcel Service shares in Q4 2025, an estimated $460K.
  • Marino Stram & Associates first reported a position in United Parcel Service in Q4 2018 and held it in 27 quarters.
  • Marino Stram & Associates's United Parcel Service position peaked at $1.46M in Q2 2021.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Marino Stram & Associates's 13F filing for Q4 2025, filed 16 Jan 2026.