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Nicolet Advisory Services’s United Parcel Service UPS Stock Holding History

Nicolet Advisory Services’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 		$346K Buy
3,201
+159
+5% +$14.9K 0.02% 298
2025
Q3 		$262K Buy
3,042
+38
+1% +$3.44K 0.02% 339
2025
Q2 		$254K Buy
3,004
+357
+13% +$35.1K 0.02% 344
2025
Q1 		$256K Sell
2,647
-775
-23% -$92.7K 0.03% 316
2024
Q4 		$422K Sell
3,422
-728
-18% -$95.8K 0.04% 231
2024
Q3 		$543K Sell
4,150
-1,062
-20% -$139K 0.05% 190
2024
Q2 		$707K Sell
5,212
-136
-3% -$19.5K 0.07% 139
2024
Q1 		$805K Buy
5,348
+305
+6% +$46.4K 0.08% 127
2023
Q4 		$800K Sell
5,043
-515
-9% -$77.9K 0.09% 116
2023
Q3 		$854K Buy
5,558
+290
+6% +$50.1K 0.09% 110
2023
Q2 		$944K Buy
5,268
+376
+8% +$66.8K 0.1% 102
2023
Q1 		$922K Buy
4,892
+1,681
+52% +$308K 0.11% 101
2022
Q4 		$585K Buy
3,211
+468
+17% +$81K 0.08% 116
2022
Q3 		$438K Buy
2,743
+29
+1% +$5.49K 0.07% 110
2022
Q2 		$505K Buy
2,714
+8
+0.3% +$1.46K 0.08% 101
2022
Q1 		$517K Buy
2,706
+1,300
+92% +$276K 0.07% 109
2021
Q4 		$301K Buy
1,406
+125
+10% +$25.4K 0.04% 153
2021
Q3 		$233K Buy
1,281
+52
+4% +$10.3K 0.03% 178
2021
Q2 		$255K Hold
1,229
– – 0.03% 157
2021
Q1 		$209K Buy
+1,229
New +$199K 0.03% 170
2020
Q4 		– Sell
-1,217
Closed -$203K – 190
2020
Q3 		$203K Sell
1,217
-1,353
-53% -$197K 0.03% 156
2020
Q2 		$286K Buy
2,570
+315
+14% +$31.4K 0.04% 156
2020
Q1 		$211K Buy
+2,255
New +$234K 0.04% 179

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicolet Advisory Services's UPS Position: Q4 2025 in Review

Nicolet Advisory Services increased its United Parcel Service (UPS) stake by 5.2% in Q4 2025, buying an estimated $14.9K and bringing the position to 3,201 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #298.

Nicolet Advisory Services first reported a position in UPS in Q1 2020 and has held it in 23 quarters since. The position peaked at $944K in Q2 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Nicolet Advisory Services held 3,201 shares of United Parcel Service worth $346K as of Q4 2025.
  • Nicolet Advisory Services bought 159 United Parcel Service shares in Q4 2025, an estimated $14.9K.
  • United Parcel Service made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #298 holding.
  • Nicolet Advisory Services first reported a position in United Parcel Service in Q1 2020 and has held it in 23 quarters since.
  • Nicolet Advisory Services's United Parcel Service position peaked at $944K in Q2 2023.
  • 2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.