Saranac Partners’s United Parcel Service UPS Stock Holding History

Saranac Partners’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	-230	Closed	-$19.4K	–	145
2025 Q3	$19.4K	Buy	+230	New	+$20.8K	﹤0.01%	313

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 $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 $1.88T 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Saranac Partners's UPS Position: Q4 2025 in Review

Saranac Partners sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 230 shares — an estimated $19.4K sold.

Saranac Partners first reported a position in UPS in Q3 2025 and held it in 1 quarter. The position peaked at $19.4K in Q3 2025. 2,117 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Saranac Partners reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 230 United Parcel Service shares in Q4 2025, an estimated $19.4K.
Saranac Partners first reported a position in United Parcel Service in Q3 2025 and held it in 1 quarter.
Saranac Partners's United Parcel Service position peaked at $19.4K in Q3 2025.
2,117 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.