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

MMA 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	-111	Closed	-$9.24K	–	297
2025 Q3	$9.24K	Buy	+111	New	+$10.1K	﹤0.01%	263
2024 Q2	–	Sell	-161	Closed	-$23.9K	–	237
2024 Q1	$23.9K	Buy	+161	New	+$24.5K	0.01%	170
2022 Q4	–	Sell	-1,271	Closed	-$205K	–	110
2022 Q3	$205K	Buy	1,271 +13	+1%	+$2.46K	0.18%	91
2022 Q2	$230K	Hold	1,258	–	–	0.2%	80
2022 Q1	$229K	Buy	1,258 +111	+10%	+$23.6K	0.18%	91
2021 Q4	$246K	Buy	+1,147	New	+$233K	0.17%	82
2021 Q3	–	Sell	-1,076	Closed	-$224K	–	97
2021 Q2	$224K	Sell	1,076 -582	-35%	-$116K	0.17%	82
2021 Q1	$282K	Buy	1,658 +7	+0.4%	+$1.13K	0.24%	64
2020 Q4	$278K	Buy	+1,651	New	+$279K	0.27%	67

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MMA Asset Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 111 shares — an estimated $9.24K sold.

MMA Asset Management first reported a position in UPS in Q4 2020 and held it in 9 quarters. The position peaked at $282K in Q1 2021. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

MMA Asset Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
MMA Asset Management sold 111 United Parcel Service shares in Q4 2025, an estimated $9.24K.
MMA Asset Management first reported a position in United Parcel Service in Q4 2020 and held it in 9 quarters.
MMA Asset Management's United Parcel Service position peaked at $282K in Q1 2021.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.