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Alerus Financial’s United Parcel Service UPS Stock Holding History

Alerus Financial’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 		$1.88M Buy
19,077
+4,414
+30% +$473K 0.09% 105
2025
Q4 		$1.45M Buy
14,663
+1,416
+11% +$132K 0.07% 115
2025
Q3 		$1.11M Sell
13,247
-886
-6% -$80.2K 0.06% 121
2025
Q2 		$1.43M Buy
14,133
+859
+6% +$84.5K 0.1% 107
2025
Q1 		$1.46M Sell
13,274
-234
-2% -$28K 0.12% 103
2024
Q4 		$1.7M Buy
13,508
+316
+2% +$41.6K 0.13% 98
2024
Q3 		$1.8M Buy
13,192
+300
+2% +$39.4K 0.13% 99
2024
Q2 		$1.76M Buy
+12,892
New +$1.85M 0.13% 96
2021
Q1 		– Sell
-5,257
Closed -$885K – 210
2020
Q4 		$885K Buy
+5,257
New +$887K 0.09% 136
2019
Q1 		– Sell
-13,414
Closed -$1.31M – 153
2018
Q4 		$1.31M Buy
13,414
+592
+5% +$64.2K 0.2% 93
2018
Q3 		$1.5M Sell
12,822
-569
-4% -$67K 0.2% 94
2018
Q2 		$1.42M Sell
13,391
-324
-2% -$36.4K 0.2% 92
2018
Q1 		$1.44M Buy
13,715
+80
+0.6% +$9.25K 0.21% 92
2017
Q4 		$1.63M Buy
13,635
+481
+4% +$56.5K 0.23% 87
2017
Q3 		$1.58M Buy
13,154
+317
+2% +$36K 0.23% 81
2017
Q2 		$1.42M Buy
12,837
+2,108
+20% +$225K 0.21% 85
2017
Q1 		$1.15M Buy
10,729
+291
+3% +$31.8K 0.18% 86
2016
Q4 		$1.2M Sell
10,438
-3,264
-24% -$368K 0.19% 88
2016
Q3 		$1.5M Buy
13,702
+250
+2% +$27.3K 0.24% 85
2016
Q2 		$1.45M Buy
+13,452
New +$1.4M 0.24% 87

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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

Alerus Financial's UPS Position: Q1 2026 in Review

Alerus Financial increased its United Parcel Service (UPS) stake by 30% in Q1 2026, buying an estimated $473K and bringing the position to 19,077 shares worth $1.88M. The position accounts for 0.09% of the portfolio, ranked #105.

Alerus Financial first reported a position in UPS in Q2 2016 and has held it in 20 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Alerus Financial held 19,077 shares of United Parcel Service worth $1.88M as of Q1 2026.
  • Alerus Financial bought 4,414 United Parcel Service shares in Q1 2026, an estimated $473K.
  • United Parcel Service made up 0.09% of Alerus Financial's portfolio in Q1 2026, its #105 holding.
  • Alerus Financial first reported a position in United Parcel Service in Q2 2016 and has held it in 20 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.