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

Palisade 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	-5,949	Closed	-$497K	–	395
2025 Q3	$497K	Buy	5,949 +24	+0.4%	+$2.17K	0.01%	342
2025 Q2	$598K	Hold	5,925	–	–	0.02%	333
2025 Q1	$652K	Buy	5,925 +45	+0.8%	+$5.38K	0.02%	329
2024 Q4	$741K	Hold	5,880	–	–	0.02%	320
2024 Q3	$802K	Hold	5,880	–	–	0.02%	316
2024 Q2	$805K	Buy	+5,880	New	+$842K	0.02%	307
2018 Q1	–	Sell	-2,115	Closed	-$252K	–	464
2017 Q4	$252K	Buy	2,115 +300	+17%	+$35.3K	0.01%	410
2017 Q3	$218K	Buy	+1,815	New	+$206K	0.01%	410
2015 Q2	–	Sell	-2,400	Closed	-$233K	–	541
2015 Q1	$233K	Buy	+2,400	New	+$246K	0.01%	484

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Palisade Capital Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 5,949 shares — an estimated $497K sold.

Palisade Capital Management first reported a position in UPS in Q1 2015 and held it in 9 quarters. The position peaked at $805K in Q2 2024. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Palisade Capital Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Palisade Capital Management sold 5,949 United Parcel Service shares in Q4 2025, an estimated $497K.
Palisade Capital Management first reported a position in United Parcel Service in Q1 2015 and held it in 9 quarters.
Palisade Capital Management's United Parcel Service position peaked at $805K in Q2 2024.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Palisade Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.