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Anchor Investment Management’s United Parcel Service UPS Stock Holding History

Anchor Investment 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
2026
Q1 		$3.24M Sell
32,972
-687
-2% -$73.7K 0.27% 98
2025
Q4 		$3.34M Sell
33,659
-926
-3% -$86.6K 0.27% 97
2025
Q3 		$2.89M Sell
34,585
-3,272
-9% -$296K 0.24% 109
2025
Q2 		$3.82M Sell
37,857
-2,316
-6% -$228K 0.34% 78
2025
Q1 		$4.42M Sell
40,173
-930
-2% -$111K 0.41% 62
2024
Q4 		$5.18M Sell
41,103
-1,510
-4% -$199K 0.48% 53
2024
Q3 		$5.81M Sell
42,613
-4,069
-9% -$534K 0.55% 49
2024
Q2 		$6.39M Sell
46,682
-8,338
-15% -$1.19M 0.66% 38
2024
Q1 		$8.18M Buy
55,020
+316
+0.6% +$48K 0.86% 27
2023
Q4 		$8.6M Buy
54,704
+2,158
+4% +$326K 0.98% 22
2023
Q3 		$8.19M Buy
52,546
+507
+1% +$87.5K 1.07% 17
2023
Q2 		$9.33M Sell
52,039
-1,092
-2% -$194K 1.19% 16
2023
Q1 		$10.3M Sell
53,131
-296
-0.6% -$54.3K 1.4% 11
2022
Q4 		$9.29M Sell
53,427
-148
-0.3% -$25.6K 1.33% 12
2022
Q3 		$8.65M Sell
53,575
-152
-0.3% -$28.8K 1.34% 15
2022
Q2 		$9.81M Buy
53,727
+1,033
+2% +$188K 1.42% 12
2022
Q1 		$11.3M Sell
52,694
-225
-0.4% -$47.8K 1.43% 10
2021
Q4 		$11.3M Buy
52,919
+1,437
+3% +$292K 1.41% 10
2021
Q3 		$9.37M Sell
51,482
-299
-0.6% -$59K 1.3% 12
2021
Q2 		$10.8M Buy
51,781
+571
+1% +$114K 1.49% 9
2021
Q1 		$8.71M Buy
51,210
+5,674
+12% +$918K 1.33% 10
2020
Q4 		$7.67M Buy
45,536
+2,456
+6% +$415K 1.38% 9
2020
Q3 		$7.18M Buy
43,080
+625
+1% +$91K 1.46% 9
2020
Q2 		$4.72M Buy
42,455
+618
+1% +$61.7K 1.06% 17
2020
Q1 		$3.91M Buy
41,837
+8,421
+25% +$872K 1.01% 18
2019
Q4 		$3.91M Buy
33,416
+1,993
+6% +$236K 0.83% 25
2019
Q3 		$3.77M Buy
31,423
+591
+2% +$67.6K 0.87% 24
2019
Q2 		$3.18M Buy
30,832
+3,489
+13% +$363K 0.76% 29
2019
Q1 		$3.06M Buy
27,343
+760
+3% +$80.6K 0.76% 30
2018
Q4 		$2.59M Buy
26,583
+95
+0.4% +$10.3K 0.74% 30
2018
Q3 		$3.09M Buy
26,488
+804
+3% +$94.6K 0.71% 34
2018
Q2 		$2.73M Buy
25,684
+796
+3% +$89.4K 0.67% 35
2018
Q1 		$2.6M Sell
24,888
-113
-0.5% -$13.1K 0.68% 32
2017
Q4 		$2.98M Buy
25,001
+99
+0.4% +$11.6K 0.79% 29
2017
Q3 		$2.99M Buy
24,902
+933
+4% +$106K 0.88% 24
2017
Q2 		$2.65M Buy
23,969
+25
+0.1% +$2.67K 0.88% 26
2017
Q1 		$2.57M Buy
23,944
+75
+0.3% +$8.2K 0.88% 26
2016
Q4 		$2.74M Sell
23,869
-105
-0.4% -$11.8K 1.02% 20
2016
Q3 		$2.62M Buy
23,974
+915
+4% +$99.9K 1.02% 21
2016
Q2 		$2.48M Buy
23,059
+650
+3% +$67.7K 0.98% 22
2016
Q1 		$2.36M Buy
+22,409
New +$2.18M 0.97% 23

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

Anchor Investment Management's UPS Position: Q1 2026 in Review

Anchor Investment Management reduced its United Parcel Service (UPS) stake by 2% in Q1 2026, selling an estimated $73.7K and leaving 32,972 shares worth $3.24M. The position accounts for 0.27% of the portfolio, ranked #98.

Anchor Investment Management first reported a position in UPS in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.3M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Anchor Investment Management held 32,972 shares of United Parcel Service worth $3.24M as of Q1 2026.
  • Anchor Investment Management sold 687 United Parcel Service shares in Q1 2026, an estimated $73.7K.
  • United Parcel Service made up 0.27% of Anchor Investment Management's portfolio in Q1 2026, its #98 holding.
  • Anchor Investment Management first reported a position in United Parcel Service in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's United Parcel Service position peaked at $11.3M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.