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TruNorth Capital Management’s United Parcel Service UPS Stock Holding History

TruNorth Capital 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
-202
Closed -$16.9K – 363
2025
Q3 		$16.9K Hold
202
– – ﹤0.01% 303
2025
Q2 		$20.4K Sell
202
-260
-56% -$25.6K ﹤0.01% 242
2025
Q1 		$50.8K Buy
462
+177
+62% +$21.2K 0.01% 207
2024
Q4 		$35.9K Sell
285
-20
-7% -$2.63K 0.01% 178
2024
Q3 		$41.6K Buy
305
+103
+51% +$13.5K 0.01% 168
2024
Q2 		$27.6K Buy
+202
New +$28.9K 0.01% 177

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TruNorth Capital Management's UPS Position: Q4 2025 in Review

TruNorth Capital Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 202 shares — an estimated $16.9K sold.

TruNorth Capital Management first reported a position in UPS in Q2 2024 and held it in 6 quarters. The position peaked at $50.8K in Q1 2025. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • TruNorth Capital Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 202 United Parcel Service shares in Q4 2025, an estimated $16.9K.
  • TruNorth Capital Management first reported a position in United Parcel Service in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's United Parcel Service position peaked at $50.8K in Q1 2025.
  • 2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.