Montis Financial’s United Parcel Service UPS Stock Holding History

Montis Financial’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	-3,296	Closed	-$275K	–	162
2025 Q3	$275K	Hold	3,296	–	–	0.06%	133
2025 Q2	$333K	Buy	3,296 +1	+0%	+$98	0.09%	106
2025 Q1	$362K	Hold	3,295	–	–	0.11%	102
2024 Q4	$416K	Buy	3,295 +7	+0.2%	+$921	0.13%	100
2024 Q3	$448K	Buy	3,288 +54	+2%	+$7.09K	0.16%	71
2024 Q2	$443K	Hold	3,234	–	–	0.2%	52
2024 Q1	$481K	Hold	3,234	–	–	0.23%	48
2023 Q4	$508K	Hold	3,234	–	–	0.3%	39
2023 Q3	$504K	Hold	3,234	–	–	0.34%	33
2023 Q2	$580K	Hold	3,234	–	–	0.38%	29
2023 Q1	$627K	Hold	3,234	–	–	0.49%	27
2022 Q4	$562K	Hold	3,234	–	–	0.48%	28
2022 Q3	$522K	Hold	3,234	–	–	0.5%	28
2022 Q2	$590K	Sell	3,234 -137	-4%	-$25K	0.55%	28
2022 Q1	$723K	Buy	3,371 +1	+0%	+$212	0.56%	25
2021 Q4	$722K	Buy	3,370 +1	+0%	+$203	0.52%	25
2021 Q3	$601K	Buy	3,369 +9	+0.3%	+$1.78K	0.51%	27
2021 Q2	$699K	Hold	3,360	–	–	0.58%	25
2021 Q1	$575K	Buy	3,360 +1	+0%	+$162	0.54%	29
2020 Q4	$530K	Buy	+3,359	New	+$567K	0.53%	31

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

Montis Financial's UPS Position: Q4 2025 in Review

Montis Financial sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3,296 shares — an estimated $275K sold.

Montis Financial first reported a position in UPS in Q4 2020 and held it in 20 quarters. The position peaked at $723K in Q1 2022. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Montis Financial reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Montis Financial sold 3,296 United Parcel Service shares in Q4 2025, an estimated $275K.
Montis Financial first reported a position in United Parcel Service in Q4 2020 and held it in 20 quarters.
Montis Financial's United Parcel Service position peaked at $723K in Q1 2022.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Montis Financial's 13F filing for Q4 2025, filed 11 Feb 2026.