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SageView Advisory Group’s United Parcel Service UPS Stock Holding History

SageView Advisory Group’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 		$1.1M Sell
11,106
-17
-0.2% -$1.59K 0.04% 243
2025
Q3 		$929K Buy
11,123
+2,318
+26% +$210K 0.03% 274
2025
Q2 		$894K Buy
8,805
+527
+6% +$51.8K 0.03% 260
2025
Q1 		$911K Buy
8,278
+38
+0.5% +$4.54K 0.04% 242
2024
Q4 		$1.04M Buy
8,240
+66
+0.8% +$8.69K 0.04% 217
2024
Q3 		$1.11M Sell
8,174
-1,743
-18% -$229K 0.06% 181
2024
Q2 		$1.36M Buy
9,917
+8,194
+476% +$1.17M 0.06% 181
2024
Q1 		$294K Sell
1,723
-10,283
-86% -$1.56M 0.01% 423
2023
Q4 		$1.74M Buy
12,006
+6,413
+115% +$970K 0.08% 165
2023
Q3 		$872K Buy
5,593
+50
+0.9% +$8.63K 0.05% 231
2023
Q2 		$994K Buy
5,543
+921
+20% +$164K 0.06% 226
2023
Q1 		$897K Sell
4,622
-348
-7% -$63.8K 0.06% 221
2022
Q4 		$864K Buy
+4,970
New +$860K 0.07% 171

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's UPS Position: Q4 2025 in Review

SageView Advisory Group reduced its United Parcel Service (UPS) stake by 0.15% in Q4 2025, selling an estimated $1.59K and leaving 11,106 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #243.

SageView Advisory Group first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.74M in Q4 2023. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • SageView Advisory Group held 11,106 shares of United Parcel Service worth $1.1M as of Q4 2025.
  • SageView Advisory Group sold 17 United Parcel Service shares in Q4 2025, an estimated $1.59K.
  • United Parcel Service made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #243 holding.
  • SageView Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's United Parcel Service position peaked at $1.74M in Q4 2023.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.