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Tucker Asset Management’s United Parcel Service UPS Stock Holding History

Tucker Asset 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 		$198K Buy
+1,994
New +$187K 0.06% 113
2025
Q1 		– Sell
-2,111
Closed -$266K – 898
2024
Q4 		$266K Sell
2,111
-991
-32% -$130K 0.03% 107
2024
Q3 		$423K Buy
3,102
+558
+22% +$73.3K 0.1% 68
2024
Q2 		$348K Buy
2,544
+202
+9% +$28.9K 0.08% 93
2024
Q1 		$348K Buy
2,342
+468
+25% +$71.1K 0.08% 102
2023
Q4 		$295K Buy
1,874
+282
+18% +$42.6K 0.07% 106
2023
Q3 		$248K Buy
1,592
+217
+16% +$37.5K 0.07% 114
2023
Q2 		$246K Sell
1,375
-33
-2% -$5.86K 0.07% 90
2023
Q1 		$273K Buy
1,408
+146
+12% +$26.8K 0.08% 60
2022
Q4 		$222K Buy
1,262
+254
+25% +$44K 0.07% 45
2022
Q3 		$169K Buy
1,008
+219
+28% +$41.5K 0.06% 50
2022
Q2 		$144K Buy
789
+12
+2% +$2.19K 0.05% 28
2022
Q1 		$167K Buy
777
+46
+6% +$9.77K 0.05% 27
2021
Q4 		$156K Buy
731
+65
+10% +$13.2K 0.05% 24
2021
Q3 		$142K Buy
666
+94
+16% +$18.6K 0.05% 28
2021
Q2 		$119K Buy
572
+41
+8% +$8.2K 0.05% 30
2021
Q1 		$90.3K Buy
531
+179
+51% +$29K 0.05% 46
2020
Q4 		$59.3K Buy
+352
New +$59.4K 0.04% 53

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

Tucker Asset Management's UPS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in United Parcel Service (UPS) in Q4 2025: 1,994 shares worth $198K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in UPS as recently as Q4 2024.

Tucker Asset Management first reported a position in UPS in Q4 2020 and has held it in 18 quarters since. The position peaked at $423K in Q3 2024. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

  • Tucker Asset Management held 1,994 shares of United Parcel Service worth $198K as of Q4 2025.
  • United Parcel Service was a new Tucker Asset Management position in Q4 2025.
  • United Parcel Service made up 0.06% of Tucker Asset Management's portfolio in Q4 2025, its #113 holding.
  • Tucker Asset Management first reported a position in United Parcel Service in Q4 2020 and has held it in 18 quarters since.
  • Tucker Asset Management's United Parcel Service position peaked at $423K in Q3 2024.
  • 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.