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North Capital’s United Parcel Service UPS Stock Holding History

North Capital’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
-536
Closed -$44.8K – 661
2025
Q3 		$44.8K Sell
536
-29
-5% -$2.63K 0.03% 233
2025
Q2 		$57K Sell
565
-73
-11% -$7.18K 0.05% 197
2025
Q1 		$70.2K Buy
+638
New +$76.3K 0.07% 170

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Capital's UPS Position: Q4 2025 in Review

North Capital sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 536 shares — an estimated $44.8K sold.

North Capital first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $70.2K in Q1 2025. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • North Capital reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 536 United Parcel Service shares in Q4 2025, an estimated $44.8K.
  • North Capital first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
  • North Capital's United Parcel Service position peaked at $70.2K in Q1 2025.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.