Vestor Capital’s United Parcel Service UPS Stock Holding History

Vestor Capital’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	-1,300	Closed	-$109K	–	294
2025 Q3	$109K	Buy	1,300 +500	+63%	+$45.3K	0.01%	194
2025 Q2	$59K	Sell	800 -499	-38%	-$49.1K	﹤0.01%	238
2025 Q1	$143K	Sell	1,299 -276	-18%	-$33K	0.01%	166
2024 Q4	$199K	Buy	1,575 +210	+15%	+$27.6K	0.02%	159
2024 Q3	$186K	Sell	1,365 -164	-11%	-$21.5K	0.01%	135
2024 Q2	$209K	Sell	1,529 -75	-5%	-$10.7K	0.02%	122
2024 Q1	$238K	Sell	1,604 -38	-2%	-$5.78K	0.02%	126
2023 Q4	$258K	Sell	1,642 -63	-4%	-$9.53K	0.02%	109
2023 Q3	$266K	Sell	1,705 -313	-16%	-$54K	0.03%	113
2023 Q2	$362K	Buy	2,018 +650	+48%	+$115K	0.04%	104
2023 Q1	$265K	Sell	1,368 -62	-4%	-$11.4K	0.03%	121
2022 Q4	$249K	Buy	1,430 +155	+12%	+$26.8K	0.03%	120
2022 Q3	$206K	Hold	1,275	–	–	0.03%	108
2022 Q2	$233K	Hold	1,275	–	–	0.03%	101
2022 Q1	$273K	Sell	1,275 -50	-4%	-$10.6K	0.03%	105
2021 Q4	$284K	Hold	1,325	–	–	0.03%	104
2021 Q3	$241K	Buy	+1,325	New	+$262K	0.03%	110
2019 Q1	–	Sell	-602	Closed	-$59K	–	151
2018 Q4	$59K	Sell	602 -165	-22%	-$17.9K	0.01%	99
2018 Q3	$90K	Sell	767 -63	-8%	-$7.42K	0.02%	91
2018 Q2	$88K	Hold	830	–	–	0.02%	92
2018 Q1	$87K	Sell	830 -17,396	-95%	-$2.01M	0.02%	97
2017 Q4	$2.17M	Sell	18,226 -90	-0.5%	-$10.6K	0.47%	60
2017 Q3	$2.2M	Sell	18,316 -738	-4%	-$83.9K	0.49%	56
2017 Q2	$2.11M	Sell	19,054 -88	-0.5%	-$9.41K	0.51%	56
2017 Q1	$2.05M	Buy	19,142 +390	+2%	+$42.6K	0.45%	68
2016 Q4	$2.15M	Sell	18,752 -590	-3%	-$66.5K	0.57%	52
2016 Q3	$2.12M	Sell	19,342 -23,643	-55%	-$2.58M	0.58%	50
2016 Q2	$4.63M	Buy	42,985 +475	+1%	+$49.4K	1.31%	39
2016 Q1	$4.48M	Buy	42,510 +501	+1%	+$48.7K	1.31%	37
2015 Q4	$4.04M	Buy	42,009 +445	+1%	+$45.5K	1.19%	39
2015 Q3	$4.1M	Buy	41,564 +891	+2%	+$88K	1.3%	39
2015 Q2	$3.94M	Buy	40,673 +51	+0.1%	+$5.07K	1.18%	39
2015 Q1	$3.94M	Sell	40,622 -126	-0.3%	-$12.9K	1.32%	34
2014 Q4	$4.53M	Buy	40,748 +1,459	+4%	+$154K	1.33%	35
2014 Q3	$3.86M	Buy	39,289 +1,602	+4%	+$159K	1.28%	34
2014 Q2	$3.87M	Buy	37,687 +459	+1%	+$46.1K	1.31%	35
2014 Q1	$3.63M	Buy	37,228 +1,410	+4%	+$137K	1.29%	37
2013 Q4	$3.76M	Buy	35,818 +1,760	+5%	+$173K	1.36%	35
2013 Q3	$3.11M	Buy	34,058 +1,133	+3%	+$99.6K	1.26%	40
2013 Q2	$2.85M	Buy	+32,925	New	+$2.82M	1.23%	43

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

Vestor Capital's UPS Position: Q4 2025 in Review

Vestor Capital sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 1,300 shares — an estimated $109K sold.

Vestor Capital first reported a position in UPS in Q2 2013 and held it in 40 quarters. The position peaked at $4.63M in Q2 2016. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Vestor Capital reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Vestor Capital sold 1,300 United Parcel Service shares in Q4 2025, an estimated $109K.
Vestor Capital first reported a position in United Parcel Service in Q2 2013 and held it in 40 quarters.
Vestor Capital's United Parcel Service position peaked at $4.63M in Q2 2016.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

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