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Shufro Rose & Co’s United Parcel Service UPS Stock Holding History

Shufro Rose & Co’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
-2,435
Closed -$268K – 345
2025
Q3 		$268K Hold
2,435
– – 0.02% 249
2025
Q2 		$268K Hold
2,435
– – 0.02% 247
2025
Q1 		$268K Sell
2,435
-30
-1% -$3.59K 0.02% 251
2024
Q4 		$311K Hold
2,465
– – 0.02% 224
2024
Q3 		$337K Hold
2,465
– – 0.03% 223
2024
Q2 		$337K Hold
2,465
– – 0.03% 223
2024
Q1 		$366K Buy
2,465
+1,115
+83% +$169K 0.03% 211
2023
Q4 		$210K Hold
1,350
– – 0.02% 265
2023
Q3 		$210K Hold
1,350
– – 0.02% 263
2023
Q2 		$242K Hold
1,350
– – 0.02% 249
2023
Q1 		$262K Sell
1,350
-753
-36% -$138K 0.02% 242
2022
Q4 		$366K Sell
2,103
-450
-18% -$77.9K 0.03% 205
2022
Q3 		$412K Buy
2,553
+2
+0.1% +$379 0.04% 182
2022
Q2 		$466K Sell
2,551
-51
-2% -$9.3K 0.04% 177
2022
Q1 		$558K Buy
2,602
+52
+2% +$11K 0.04% 170
2021
Q4 		$547K Hold
2,550
– – 0.04% 173
2021
Q3 		$464K Hold
2,550
– – 0.04% 177
2021
Q2 		$530K Sell
2,550
-75
-3% -$15K 0.04% 156
2021
Q1 		$446K Sell
2,625
-400
-13% -$64.7K 0.04% 170
2020
Q4 		$509K Sell
3,025
-700
-19% -$118K 0.04% 162
2020
Q3 		$621K Sell
3,725
-2,000
-35% -$291K 0.06% 138
2020
Q2 		$637K Buy
5,725
+216
+4% +$21.6K 0.06% 129
2020
Q1 		$515K Sell
5,509
-550
-9% -$57K 0.06% 136
2019
Q4 		$709K Sell
6,059
-100
-2% -$11.8K 0.06% 139
2019
Q3 		$738K Sell
6,159
-354
-5% -$40.5K 0.07% 128
2019
Q2 		$673K Buy
6,513
+1,034
+19% +$108K 0.07% 140
2019
Q1 		$612K Buy
5,479
+1,520
+38% +$161K 0.06% 149
2018
Q4 		$386K Hold
3,959
– – 0.04% 180
2018
Q3 		$462K Sell
3,959
-100
-2% -$11.8K 0.04% 181
2018
Q2 		$431K Sell
4,059
-100
-2% -$11.2K 0.04% 176
2018
Q1 		$435K Buy
4,159
+700
+20% +$80.9K 0.04% 175
2017
Q4 		$412K Hold
3,459
– – 0.04% 179
2017
Q3 		$415K Hold
3,459
– – 0.04% 182
2017
Q2 		$383K Hold
3,459
– – 0.04% 183
2017
Q1 		$371K Sell
3,459
-66
-2% -$7.21K 0.04% 186
2016
Q4 		$404K Sell
3,525
-100
-3% -$11.3K 0.05% 173
2016
Q3 		$396K Sell
3,625
-100
-3% -$10.9K 0.04% 174
2016
Q2 		$401K Hold
3,725
– – 0.04% 175
2016
Q1 		$393K Sell
3,725
-150
-4% -$14.6K 0.04% 178
2015
Q4 		$372K Hold
3,875
– – 0.04% 173
2015
Q3 		$382K Buy
3,875
+50
+1% +$4.94K 0.05% 170
2015
Q2 		$370K Sell
3,825
-100
-3% -$9.94K 0.04% 184
2015
Q1 		$380K Hold
3,925
– – 0.04% 185
2014
Q4 		$436K Sell
3,925
-25
-0.6% -$2.64K 0.04% 175
2014
Q3 		$388K Sell
3,950
-200
-5% -$19.9K 0.04% 183
2014
Q2 		$426K Sell
4,150
-100
-2% -$10K 0.04% 177
2014
Q1 		$413K Sell
4,250
-2,530
-37% -$247K 0.04% 178
2013
Q4 		$712K Sell
6,780
-100
-1% -$9.85K 0.08% 134
2013
Q3 		$628K Sell
6,880
-1,470
-18% -$129K 0.07% 136
2013
Q2 		$722K Buy
+8,350
New +$716K 0.09% 122

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

Shufro Rose & Co's UPS Position: Q4 2025 in Review

Shufro Rose & Co sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,435 shares — an estimated $268K sold.

Shufro Rose & Co first reported a position in UPS in Q2 2013 and held it in 50 quarters. The position peaked at $738K in Q3 2019. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Shufro Rose & Co reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 2,435 United Parcel Service shares in Q4 2025, an estimated $268K.
  • Shufro Rose & Co first reported a position in United Parcel Service in Q2 2013 and held it in 50 quarters.
  • Shufro Rose & Co's United Parcel Service position peaked at $738K in Q3 2019.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.