Stephens Consulting’s United Parcel Service UPS Stock Holding History

Stephens Consulting’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	$22.1K	Hold	223	–	–	0.01%	193
2025 Q3	$18.6K	Sell	223 -29	-12%	-$2.63K	0.01%	194
2025 Q2	$25.4K	Buy	252 +29	+13%	+$2.85K	0.01%	250
2025 Q1	$24.5K	Hold	223	–	–	0.01%	246
2024 Q4	$28.1K	Hold	223	–	–	0.01%	235
2024 Q3	$30.4K	Sell	223 -46	-17%	-$6.04K	0.01%	226
2024 Q2	$36.8K	Buy	269 +46	+21%	+$6.59K	0.01%	209
2024 Q1	$33.1K	Buy	223 +200	+870%	+$30.4K	0.01%	209
2023 Q4	$3.62K	Hold	23	–	–	﹤0.01%	398
2023 Q3	$3.59K	Hold	23	–	–	﹤0.01%	401
2023 Q2	$4.12K	Sell	23 -15	-39%	-$2.66K	﹤0.01%	402
2023 Q1	$7.37K	Hold	38	–	–	﹤0.01%	356
2022 Q4	$6.61K	Sell	38 -25	-40%	-$4.33K	﹤0.01%	350
2022 Q3	$10.2K	Sell	63 -12	-16%	-$2.27K	0.01%	329
2022 Q2	$13.7K	Sell	75 -27	-26%	-$4.92K	0.01%	282
2022 Q1	$21.9K	Hold	102	–	–	0.02%	261
2021 Q4	$21.9K	Buy	+102	New	+$20.7K	0.02%	289

Other funds holding UPS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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

Stephens Consulting's UPS Position: Q4 2025 in Review

Stephens Consulting held its United Parcel Service (UPS) position steady in Q4 2025 at 223 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #193.

Stephens Consulting first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $36.8K in Q2 2024. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Stephens Consulting held 223 shares of United Parcel Service worth $22.1K as of Q4 2025.
Stephens Consulting left its United Parcel Service share count unchanged in Q4 2025.
United Parcel Service made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #193 holding.
Stephens Consulting first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's United Parcel Service position peaked at $36.8K in Q2 2024.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.