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Azimuth Capital Investment Management’s United Parcel Service UPS Stock Holding History

Azimuth Capital 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 		$418K Sell
4,250
-150
-3% -$16.1K 0.02% 250
2025
Q4 		$436K Buy
4,400
+150
+4% +$14K 0.02% 254
2025
Q3 		$355K Sell
4,250
-1,750
-29% -$159K 0.01% 259
2025
Q2 		$606K Sell
6,000
-1,075
-15% -$106K 0.02% 231
2025
Q1 		$778K Sell
7,075
-18,118
-72% -$2.17M 0.03% 217
2024
Q4 		$3.18M Sell
25,193
-763
-3% -$100K 0.12% 168
2024
Q3 		$3.54M Buy
25,956
+1,231
+5% +$162K 0.14% 166
2024
Q2 		$3.38M Buy
24,725
+590
+2% +$84.5K 0.14% 162
2024
Q1 		$3.59M Buy
24,135
+764
+3% +$116K 0.15% 163
2023
Q4 		$3.67M Sell
23,371
-6,585
-22% -$996K 0.17% 159
2023
Q3 		$4.67M Buy
29,956
+6,992
+30% +$1.21M 0.23% 138
2023
Q2 		$4.12M Sell
22,964
-59
-0.3% -$10.5K 0.2% 152
2023
Q1 		$4.47M Sell
23,023
-135
-0.6% -$24.8K 0.22% 148
2022
Q4 		$4.03M Sell
23,158
-125
-0.5% -$21.6K 0.2% 150
2022
Q3 		$3.76M Sell
23,283
-607
-3% -$115K 0.21% 153
2022
Q2 		$4.36M Buy
+23,890
New +$4.36M 0.22% 146

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

Azimuth Capital Investment Management's UPS Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its United Parcel Service (UPS) stake by 3.4% in Q1 2026, selling an estimated $16.1K and leaving 4,250 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #250.

Azimuth Capital Investment Management first reported a position in UPS in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.67M in Q3 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Azimuth Capital Investment Management held 4,250 shares of United Parcel Service worth $418K as of Q1 2026.
  • Azimuth Capital Investment Management sold 150 United Parcel Service shares in Q1 2026, an estimated $16.1K.
  • United Parcel Service made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #250 holding.
  • Azimuth Capital Investment Management first reported a position in United Parcel Service in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's United Parcel Service position peaked at $4.67M in Q3 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.