Northwest Capital Management’s United Parcel Service UPS Stock Holding History

Northwest Capital Management’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	-30	Closed	-$2.53K	–	217
2025 Q3	$2.53K	Hold	30	–	–	﹤0.01%	230
2025 Q2	$3K	Sell	30 -299	-91%	-$29.4K	﹤0.01%	313
2025 Q1	$36.2K	Hold	329	–	–	0.01%	212
2024 Q4	$41.5K	Buy	329 +1	+0.3%	+$132	0.02%	200
2024 Q3	$44.8K	Hold	328	–	–	0.02%	199
2024 Q2	$44.9K	Hold	328	–	–	0.02%	189
2024 Q1	$48.7K	Buy	328 +1	+0.3%	+$152	0.02%	225
2023 Q4	$51.5K	Hold	327	–	–	0.02%	218
2023 Q3	$51K	Sell	327 -38	-10%	-$6.56K	0.02%	206
2023 Q2	$65.4K	Buy	+365	New	+$64.8K	0.03%	189

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

Northwest Capital Management's UPS Position: Q4 2025 in Review

Northwest Capital Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 30 shares — an estimated $2.53K sold.

Northwest Capital Management first reported a position in UPS in Q2 2023 and held it in 10 quarters. The position peaked at $65.4K in Q2 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Northwest Capital Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 30 United Parcel Service shares in Q4 2025, an estimated $2.53K.
Northwest Capital Management first reported a position in United Parcel Service in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's United Parcel Service position peaked at $65.4K in Q2 2023.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.