MFG
UPS icon

MidWestOne Financial Group’s United Parcel Service UPS Stock Holding History

MidWestOne Financial Group’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 		$302K Hold
3,045
– – 0.03% 255
2025
Q3 		$254K Sell
3,045
-19
-0.6% -$1.72K 0.03% 267
2025
Q2 		$309K Hold
3,064
– – 0.04% 244
2025
Q1 		$337K Sell
3,064
-115
-4% -$13.8K 0.05% 220
2024
Q4 		$401K Hold
3,179
– – 0.06% 220
2024
Q3 		$433K Buy
3,179
+10
+0.3% +$1.31K 0.06% 214
2024
Q2 		$434K Hold
3,169
– – 0.08% 214
2024
Q1 		$471K Buy
3,169
+19
+0.6% +$2.89K 0.08% 215
2023
Q4 		$495K Hold
3,150
– – 0.09% 201
2023
Q3 		$491K Sell
3,150
-8
-0.3% -$1.38K 0.11% 193
2023
Q2 		$566K Buy
3,158
+425
+16% +$75.5K 0.12% 194
2023
Q1 		$530K Hold
2,733
– – 0.12% 182
2022
Q4 		$475K Hold
2,733
– – 0.11% 181
2022
Q3 		$441K Hold
2,733
– – 0.11% 172
2022
Q2 		$499K Hold
2,733
– – 0.12% 163
2022
Q1 		$586K Hold
2,733
– – 0.13% 164
2021
Q4 		$585K Buy
2,733
+912
+50% +$185K 0.12% 165
2021
Q3 		$332K Sell
1,821
-1,000
-35% -$197K 0.08% 191
2021
Q2 		$587K Buy
2,821
+1,096
+64% +$219K 0.14% 142
2021
Q1 		$293K Hold
1,725
– – 0.07% 188
2020
Q4 		$290K Hold
1,725
– – 0.08% 178
2020
Q3 		$287K Buy
+1,725
New +$251K 0.1% 171
2020
Q2 		– Sell
-2,738
Closed -$256K – 185
2020
Q1 		$256K Sell
2,738
-320
-10% -$33.2K 0.09% 167
2019
Q4 		$357K Sell
3,058
-1,011
-25% -$120K 0.07% 177
2019
Q3 		$488K Buy
4,069
+273
+7% +$31.2K 0.15% 141
2019
Q2 		$392K Buy
+3,796
New +$395K 0.11% 183

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 $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MidWestOne Financial Group's UPS Position: Q4 2025 in Review

MidWestOne Financial Group held its United Parcel Service (UPS) position steady in Q4 2025 at 3,045 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #255.

MidWestOne Financial Group first reported a position in UPS in Q2 2019 and has held it in 26 quarters since. The position peaked at $587K in Q2 2021. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • MidWestOne Financial Group held 3,045 shares of United Parcel Service worth $302K as of Q4 2025.
  • MidWestOne Financial Group left its United Parcel Service share count unchanged in Q4 2025.
  • United Parcel Service made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #255 holding.
  • MidWestOne Financial Group first reported a position in United Parcel Service in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's United Parcel Service position peaked at $587K in Q2 2021.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.