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Annis Gardner Whiting Capital Advisors’s United Parcel Service UPS Stock Holding History

Annis Gardner Whiting Capital 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 		$83.1K Sell
845
-3,826
-82% -$410K 0.01% 475
2025
Q4 		$463K Buy
4,671
+2,883
+161% +$270K 0.09% 189
2025
Q3 		$149K Sell
1,788
-758
-30% -$68.7K 0.03% 307
2025
Q2 		$257K Buy
2,546
+385
+18% +$37.9K 0.09% 192
2025
Q1 		$238K Buy
2,161
+560
+35% +$67K 0.1% 173
2024
Q4 		$202K Sell
1,601
-727
-31% -$95.7K 0.06% 201
2024
Q3 		$317K Buy
2,328
+276
+13% +$36.2K 0.09% 176
2024
Q2 		$281K Buy
2,052
+99
+5% +$14.2K 0.08% 186
2024
Q1 		$290K Buy
1,953
+828
+74% +$126K 0.1% 153
2023
Q4 		$177K Buy
1,125
+382
+51% +$57.8K 0.08% 166
2023
Q3 		$116K Buy
+743
New +$128K 0.06% 186

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

Annis Gardner Whiting Capital Advisors's UPS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its United Parcel Service (UPS) stake by 82% in Q1 2026, selling an estimated $410K and leaving 845 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #475.

Annis Gardner Whiting Capital Advisors first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $463K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 845 shares of United Parcel Service worth $83.1K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 3,826 United Parcel Service shares in Q1 2026, an estimated $410K.
  • United Parcel Service made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #475 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's United Parcel Service position peaked at $463K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.