New Century Financial Group’s United Parcel Service UPS Stock Holding History

New Century 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	–	Sell	-13,987	Closed	-$1.17M	–	55
2025 Q3	$1.17M	Buy	+13,987	New	+$1.27M	2.08%	18
2024 Q4	–	Sell	-9,290	Closed	-$1.27M	–	334
2024 Q3	$1.27M	Buy	+9,290	New	+$1.22M	0.46%	50

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

New Century Financial Group's UPS Position: Q4 2025 in Review

New Century Financial Group sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 13,987 shares — an estimated $1.17M sold.

New Century Financial Group first reported a position in UPS in Q3 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

New Century Financial Group reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 13,987 United Parcel Service shares in Q4 2025, an estimated $1.17M.
New Century Financial Group first reported a position in United Parcel Service in Q3 2024 and held it in 2 quarters.
New Century Financial Group's United Parcel Service position peaked at $1.27M in Q3 2024.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.