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Stratos Investment Management’s United Parcel Service UPS Stock Holding History

Stratos Investment Management’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
-2,537
Closed -$212K – 370
2025
Q3 		$212K Sell
2,537
-6,111
-71% -$554K 0.01% 338
2025
Q2 		$873K Buy
8,648
+859
+11% +$84.5K 0.04% 195
2025
Q1 		$857K Buy
7,789
+1,399
+22% +$167K 0.05% 168
2024
Q4 		$806K Sell
6,390
-676
-10% -$89K 0.05% 139
2024
Q3 		$963K Buy
7,066
+1,007
+17% +$132K 0.07% 120
2024
Q2 		$829K Sell
6,059
-45
-0.7% -$6.44K 0.07% 126
2024
Q1 		$907K Sell
6,104
-1,966
-24% -$299K 0.09% 111
2023
Q4 		$1.27M Buy
8,070
+471
+6% +$71.2K 0.15% 97
2023
Q3 		$1.18M Sell
7,599
-2,753
-27% -$475K 0.18% 86
2023
Q2 		$1.86M Buy
10,352
+897
+9% +$159K 0.28% 72
2023
Q1 		$1.83M Buy
9,455
+343
+4% +$62.9K 0.31% 70
2022
Q4 		$1.58M Buy
9,112
+128
+1% +$22.2K 0.28% 80
2022
Q3 		$1.45M Buy
8,984
+675
+8% +$128K 0.29% 78
2022
Q2 		$1.52M Buy
8,309
+341
+4% +$62.2K 0.29% 79
2022
Q1 		$1.71M Buy
7,968
+799
+11% +$170K 0.28% 77
2021
Q4 		$1.54M Buy
7,169
+272
+4% +$55.3K 0.24% 84
2021
Q3 		$1.26M Buy
6,897
+2,928
+74% +$578K 0.22% 92
2021
Q2 		$825K Buy
3,969
+424
+12% +$84.8K 0.23% 77
2021
Q1 		$603K Sell
3,545
-834
-19% -$135K 0.19% 85
2020
Q4 		$737K Buy
4,379
+374
+9% +$63.1K 0.23% 83
2020
Q3 		$667K Sell
4,005
-333
-8% -$48.5K 0.24% 82
2020
Q2 		$482K Buy
4,338
+1,463
+51% +$146K 0.2% 82
2020
Q1 		$269K Sell
2,875
-3,491
-55% -$362K 0.14% 87
2019
Q4 		$745K Buy
6,366
+430
+7% +$50.9K 0.35% 59
2019
Q3 		$711K Buy
5,936
+223
+4% +$25.5K 0.4% 53
2019
Q2 		$590K Buy
5,713
+744
+15% +$77.4K 0.37% 54
2019
Q1 		$555K Buy
+4,969
New +$527K 0.44% 51

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

Stratos Investment Management's UPS Position: Q4 2025 in Review

Stratos Investment Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,537 shares — an estimated $212K sold.

Stratos Investment Management first reported a position in UPS in Q1 2019 and held it in 27 quarters. The position peaked at $1.86M in Q2 2023. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Stratos Investment Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • Stratos Investment Management sold 2,537 United Parcel Service shares in Q4 2025, an estimated $212K.
  • Stratos Investment Management first reported a position in United Parcel Service in Q1 2019 and held it in 27 quarters.
  • Stratos Investment Management's United Parcel Service position peaked at $1.86M in Q2 2023.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Stratos Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.