Moneywise Inc’s United Parcel Service UPS Stock Holding History

Moneywise Inc’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	-9,668	Closed	-$808K	–	88
2025 Q3	$808K	Sell	9,668 -20	-0.2%	-$1.81K	0.37%	44
2025 Q2	$978K	Buy	+9,688	New	+$953K	0.46%	37
2025 Q1	–	Sell	-9,688	Closed	-$1.22M	–	59
2024 Q4	$1.22M	Hold	9,688	–	–	0.61%	29
2024 Q3	$1.32M	Hold	9,688	–	–	0.65%	33
2024 Q2	$1.33M	Hold	9,688	–	–	0.7%	29
2024 Q1	$1.44M	Hold	9,688	–	–	0.78%	27
2023 Q4	$1.52M	Sell	9,688 -13	-0.1%	-$1.97K	0.87%	19
2023 Q3	$1.51M	Hold	9,701	–	–	0.95%	17
2023 Q2	$1.74M	Hold	9,701	–	–	1.08%	17
2023 Q1	$1.88M	Hold	9,701	–	–	1.22%	16
2022 Q4	$1.69M	Sell	9,701 -12	-0.1%	-$2.08K	1.26%	17
2022 Q3	$1.57M	Hold	9,713	–	–	1.28%	17
2022 Q2	$1.77M	Hold	9,713	–	–	1.38%	17
2022 Q1	$2.08M	Hold	9,713	–	–	1.37%	15
2021 Q4	$2.08M	Hold	9,713	–	–	1.34%	18
2021 Q3	$1.77M	Hold	9,713	–	–	1.15%	19
2021 Q2	$2.02M	Hold	9,713	–	–	1.38%	16
2021 Q1	$1.65M	Hold	9,713	–	–	1.11%	20
2020 Q4	$1.64M	Buy	+9,713	New	+$1.64M	1.17%	19

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moneywise Inc's UPS Position: Q4 2025 in Review

Moneywise Inc sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 9,668 shares — an estimated $808K sold.

Moneywise Inc first reported a position in UPS in Q4 2020 and held it in 19 quarters. The position peaked at $2.08M in Q1 2022. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Moneywise Inc reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Moneywise Inc sold 9,668 United Parcel Service shares in Q4 2025, an estimated $808K.
Moneywise Inc first reported a position in United Parcel Service in Q4 2020 and held it in 19 quarters.
Moneywise Inc's United Parcel Service position peaked at $2.08M in Q1 2022.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Moneywise Inc's 13F filing for Q4 2025, filed 5 Feb 2026.