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

Tortoise 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	-32	Closed	-$2.67K	–	1380
2025 Q3	$2.67K	Sell	32 -25	-44%	-$2.26K	﹤0.01%	816
2025 Q2	$5.75K	Buy	57 +31	+119%	+$3.05K	﹤0.01%	647
2025 Q1	$2.86K	Hold	26	–	–	﹤0.01%	680
2024 Q4	$3.28K	Hold	26	–	–	﹤0.01%	722
2024 Q3	$3.54K	Sell	26 -221	-89%	-$29K	﹤0.01%	718
2024 Q2	$33.8K	Buy	247 +155	+168%	+$22.2K	﹤0.01%	451
2024 Q1	$13.7K	Buy	92 +10	+12%	+$1.52K	﹤0.01%	586
2023 Q4	$12.9K	Sell	82 -8	-9%	-$1.21K	﹤0.01%	536
2023 Q3	$14K	Buy	90 +4	+5%	+$690	﹤0.01%	511
2023 Q2	$15.4K	Hold	86	–	–	﹤0.01%	505
2023 Q1	$16.7K	Hold	86	–	–	﹤0.01%	488
2022 Q4	$14.9K	Buy	86 +6	+8%	+$1.04K	﹤0.01%	497
2022 Q3	$13K	Buy	80 +6	+8%	+$1.14K	﹤0.01%	498
2022 Q2	$14K	Buy	74 +48	+185%	+$8.76K	﹤0.01%	477
2022 Q1	$6K	Hold	26	–	–	﹤0.01%	555
2021 Q4	$6K	Hold	26	–	–	﹤0.01%	529
2021 Q3	$5K	Hold	26	–	–	﹤0.01%	530
2021 Q2	$5K	Sell	26 -50	-66%	-$10K	﹤0.01%	521
2021 Q1	$13K	Hold	76	–	–	﹤0.01%	415
2020 Q4	$13K	Buy	76 +50	+192%	+$8.44K	﹤0.01%	386
2020 Q3	$4K	Hold	26	–	–	﹤0.01%	456
2020 Q2	$3K	Hold	26	–	–	﹤0.01%	451
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	494
2019 Q4	$3K	Hold	26	–	–	﹤0.01%	520
2019 Q3	$3K	Hold	26	–	–	﹤0.01%	519
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	548
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	534
2018 Q4	$3K	Sell	26 -29	-53%	-$3.14K	﹤0.01%	487
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	446
2018 Q2	$6K	Hold	55	–	–	﹤0.01%	461
2018 Q1	$6K	Hold	55	–	–	﹤0.01%	435
2017 Q4	$7K	Buy	55 +29	+112%	+$3.41K	﹤0.01%	427
2017 Q3	$3K	Hold	26	–	–	﹤0.01%	440
2017 Q2	$3K	Hold	26	–	–	﹤0.01%	442
2017 Q1	$3K	Hold	26	–	–	﹤0.01%	426
2016 Q4	$3K	Hold	26	–	–	﹤0.01%	438
2016 Q3	$3K	Hold	26	–	–	﹤0.01%	394
2016 Q2	$3K	Hold	26	–	–	﹤0.01%	427
2016 Q1	$3K	Hold	26	–	–	﹤0.01%	349
2015 Q4	$3K	Hold	26	–	–	﹤0.01%	373
2015 Q3	$3K	Hold	26	–	–	﹤0.01%	361
2015 Q2	$3K	Hold	26	–	–	﹤0.01%	392
2015 Q1	$3K	Hold	26	–	–	﹤0.01%	374
2014 Q4	$3K	Hold	26	–	–	﹤0.01%	402
2014 Q3	$3K	Hold	26	–	–	﹤0.01%	354
2014 Q2	$3K	Buy	+26	New	+$2.61K	﹤0.01%	371

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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

Tortoise Investment Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 32 shares — an estimated $2.67K sold.

Tortoise Investment Management first reported a position in UPS in Q2 2014 and held it in 46 quarters. The position peaked at $33.8K in Q2 2024. 2,117 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Tortoise Investment Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 32 United Parcel Service shares in Q4 2025, an estimated $2.67K.
Tortoise Investment Management first reported a position in United Parcel Service in Q2 2014 and held it in 46 quarters.
Tortoise Investment Management's United Parcel Service position peaked at $33.8K in Q2 2024.
2,117 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.