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Rise Advisors’s United Parcel Service UPS Stock Holding History

Rise Advisors’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
-1,043
Closed -$87.1K – 1356
2025
Q3 		$87.1K Buy
1,043
+12
+1% +$1.09K 0.03% 174
2025
Q2 		$104K Sell
1,031
-105
-9% -$10.3K 0.04% 150
2025
Q1 		$125K Buy
1,136
+34
+3% +$4.07K 0.06% 124
2024
Q4 		$139K Sell
1,102
-317
-22% -$41.7K 0.07% 111
2024
Q3 		$193K Sell
1,419
-253
-15% -$33.2K 0.09% 93
2024
Q2 		$229K Sell
1,672
-95
-5% -$13.6K 0.12% 81
2024
Q1 		$263K Buy
1,767
+219
+14% +$33.3K 0.14% 73
2023
Q4 		$243K Buy
1,548
+304
+24% +$46K 0.17% 61
2023
Q3 		$194K Buy
1,244
+419
+51% +$72.3K 0.15% 65
2023
Q2 		$148K Buy
825
+82
+11% +$14.6K 0.11% 79
2023
Q1 		$144K Buy
743
+221
+42% +$40.5K 0.11% 82
2022
Q4 		$90.7K Buy
522
+140
+37% +$24.2K 0.07% 110
2022
Q3 		$62K Buy
382
+32
+9% +$6.06K 0.05% 133
2022
Q2 		$64K Buy
350
+179
+105% +$32.6K 0.06% 124
2022
Q1 		$37K Sell
171
-4
-2% -$850 0.03% 181
2021
Q4 		$37.5K Buy
+175
New +$35.6K 0.04% 180

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

Rise Advisors's UPS Position: Q4 2025 in Review

Rise Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 1,043 shares — an estimated $87.1K sold.

Rise Advisors first reported a position in UPS in Q4 2021 and held it in 16 quarters. The position peaked at $263K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Rise Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,043 United Parcel Service shares in Q4 2025, an estimated $87.1K.
  • Rise Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's United Parcel Service position peaked at $263K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.