OV Management’s United Parcel Service UPS Stock Holding History

OV 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	-7,415	Closed	-$619K	–	56
2025 Q3	$619K	Buy	7,415 +14	+0.2%	+$1.27K	0.53%	44
2025 Q2	$747K	Sell	7,401 -11,261	-60%	-$1.11M	0.63%	42
2025 Q1	$2.05M	Buy	18,662 +5,041	+37%	+$603K	0.96%	39
2024 Q4	$1.72M	Buy	13,621 +1,161	+9%	+$153K	0.8%	35
2024 Q3	$1.7M	Buy	12,460 +4,827	+63%	+$634K	1.13%	36
2024 Q2	$1.04M	Buy	7,633 +133	+2%	+$19K	0.73%	50
2024 Q1	$1.11M	Hold	7,500	–	–	0.81%	50
2023 Q4	$1.18M	Buy	+7,500	New	+$1.13M	0.97%	44

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

OV Management's UPS Position: Q4 2025 in Review

OV Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 7,415 shares — an estimated $619K sold.

OV Management first reported a position in UPS in Q4 2023 and held it in 8 quarters. The position peaked at $2.05M in Q1 2025. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

OV Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
OV Management sold 7,415 United Parcel Service shares in Q4 2025, an estimated $619K.
OV Management first reported a position in United Parcel Service in Q4 2023 and held it in 8 quarters.
OV Management's United Parcel Service position peaked at $2.05M in Q1 2025.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on OV Management's 13F filing for Q4 2025, filed 27 Jan 2026.