Yeomans Consulting Group’s United Parcel Service UPS Stock Holding History

Yeomans Consulting Group’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	$250K	Buy	+2,522	New	+$236K	0.07%	104
2025 Q3	–	Sell	-2,353	Closed	-$246K	–	123
2025 Q2	$246K	Buy	+2,353	New	+$231K	0.1%	93
2024 Q4	–	Sell	-2,801	Closed	-$382K	–	111
2024 Q3	$382K	Sell	2,801 -17	-0.6%	-$2.23K	0.14%	65
2024 Q2	$386K	Sell	2,818 -327	-10%	-$46.8K	0.15%	57
2024 Q1	$467K	Sell	3,145 -11	-0.3%	-$1.67K	0.2%	49
2023 Q4	$496K	Buy	+3,156	New	+$477K	0.25%	38

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

Yeomans Consulting Group's UPS Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in United Parcel Service (UPS) in Q4 2025: 2,522 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #104 among its holdings. This is a return to the name: Yeomans Consulting Group previously reported a position in UPS as recently as Q2 2025.

Yeomans Consulting Group first reported a position in UPS in Q4 2023 and has held it in 6 quarters since. The position peaked at $496K in Q4 2023. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Yeomans Consulting Group held 2,522 shares of United Parcel Service worth $250K as of Q4 2025.
United Parcel Service was a new Yeomans Consulting Group position in Q4 2025.
United Parcel Service made up 0.07% of Yeomans Consulting Group's portfolio in Q4 2025, its #104 holding.
Yeomans Consulting Group first reported a position in United Parcel Service in Q4 2023 and has held it in 6 quarters since.
Yeomans Consulting Group's United Parcel Service position peaked at $496K in Q4 2023.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.