Strategic Advisors’s United Parcel Service UPS Stock Holding History

Strategic 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 Q1	–	Sell	-1,000	Closed	-$126K	–	203
2024 Q4	$126K	Buy	+1,000	New	+$132K	0.02%	193

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

Strategic Advisors's UPS Position: Q4 2025 in Review

Strategic Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 4,096 shares — an estimated $342K sold.

Strategic Advisors first reported a position in UPS in Q2 2013 and held it in 50 quarters. The position peaked at $4.83M in Q4 2021. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Strategic Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Strategic Advisors sold 4,096 United Parcel Service shares in Q4 2025, an estimated $342K.
Strategic Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 50 quarters.
Strategic Advisors's United Parcel Service position peaked at $4.83M in Q4 2021.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.