AIMZ Investment Advisors’s United Parcel Service UPS Stock Holding History

AIMZ Investment Advisors’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
2026 Q1	$654K	Hold	6,650	–	–	0.2%	85
2025 Q4	$660K	Sell	6,650 -100	-1%	-$9.35K	0.19%	84
2025 Q3	$564K	Hold	6,750	–	–	0.18%	87
2025 Q2	$681K	Hold	6,750	–	–	0.23%	79
2025 Q1	$742K	Hold	6,750	–	–	0.26%	72
2024 Q4	$851K	Hold	6,750	–	–	0.3%	70
2024 Q3	$920K	Buy	6,750 +75	+1%	+$9.85K	0.31%	69
2024 Q2	$913K	Sell	6,675 -75	-1%	-$10.7K	0.33%	68
2024 Q1	$1M	Sell	6,750 -500	-7%	-$76K	0.37%	64
2023 Q4	$1.14M	Hold	7,250	–	–	0.46%	63
2023 Q3	$1.13M	Sell	7,250 -75	-1%	-$12.9K	0.5%	61
2023 Q2	$1.31M	Hold	7,325	–	–	0.56%	58
2023 Q1	$1.42M	Hold	7,325	–	–	0.64%	52
2022 Q4	$1.27M	Hold	7,325	–	–	0.6%	54
2022 Q3	$1.18M	Hold	7,325	–	–	0.6%	53
2022 Q2	$1.34M	Hold	7,325	–	–	0.64%	51
2022 Q1	$1.57M	Sell	7,325 -400	-5%	-$85K	0.65%	52
2021 Q4	$1.66M	Buy	7,725 +350	+5%	+$71.2K	0.64%	53
2021 Q3	$1.34M	Hold	7,375	–	–	0.61%	57
2021 Q2	$1.53M	Hold	7,375	–	–	0.69%	48
2021 Q1	$1.25M	Hold	7,375	–	–	0.61%	53
2020 Q4	$1.24M	Sell	7,375 -100	-1%	-$16.9K	0.65%	49
2020 Q3	$1.25M	Sell	7,475 -600	-7%	-$87.4K	0.75%	44
2020 Q2	$898K	Hold	8,075	–	–	0.58%	49
2020 Q1	$754K	Buy	8,075 +4,680	+138%	+$485K	0.59%	53
2019 Q4	$397K	Hold	3,395	–	–	0.26%	77
2019 Q3	$407K	Sell	3,395 -50	-1%	-$5.72K	0.28%	75
2019 Q2	$356K	Hold	3,445	–	–	0.25%	76
2019 Q1	$385K	Hold	3,445	–	–	0.26%	77
2018 Q4	$336K	Hold	3,445	–	–	0.26%	77
2018 Q3	$402K	Hold	3,445	–	–	0.26%	77
2018 Q2	$366K	Hold	3,445	–	–	0.26%	78
2018 Q1	$361K	Hold	3,445	–	–	0.26%	79
2017 Q4	$410K	Sell	3,445 -150	-4%	-$17.6K	0.31%	73
2017 Q3	$432K	Sell	3,595 -200	-5%	-$22.7K	0.35%	72
2017 Q2	$420K	Sell	3,795 -200	-5%	-$21.4K	0.35%	74
2017 Q1	$429K	Hold	3,995	–	–	0.36%	75
2016 Q4	$458K	Sell	3,995 -50	-1%	-$5.63K	0.41%	70
2016 Q3	$442K	Sell	4,045 -200	-5%	-$21.8K	0.4%	68
2016 Q2	$457K	Sell	4,245 -4,395	-51%	-$457K	0.42%	68
2016 Q1	$874K	Buy	8,640 +4,295	+99%	+$417K	0.38%	71
2015 Q4	$418K	Sell	4,345 -100	-2%	-$10.2K	0.38%	72
2015 Q3	$439K	Buy	4,445 +150	+3%	+$14.8K	0.4%	68
2015 Q2	$416K	Hold	4,295	–	–	0.36%	73
2015 Q1	$416K	Hold	4,295	–	–	0.36%	70
2014 Q4	$477K	Buy	+4,295	New	+$453K	0.43%	65

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

AIMZ Investment Advisors's UPS Position: Q1 2026 in Review

AIMZ Investment Advisors held its United Parcel Service (UPS) position steady in Q1 2026 at 6,650 shares worth $654K. The position accounts for 0.2% of the portfolio, ranked #85.

AIMZ Investment Advisors first reported a position in UPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.66M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

AIMZ Investment Advisors held 6,650 shares of United Parcel Service worth $654K as of Q1 2026.
AIMZ Investment Advisors left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.2% of AIMZ Investment Advisors's portfolio in Q1 2026, its #85 holding.
AIMZ Investment Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's United Parcel Service position peaked at $1.66M in Q4 2021.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.