Baird Financial Group’s United Parcel Service UPS Stock Holding History

Baird Financial Group’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	$39.1M	Buy	397,941 +10,075	+3%	+$1.08M	0.06%	209
2025 Q4	$38.5M	Sell	387,866 -165,205	-30%	-$15.5M	0.06%	214
2025 Q3	$46.2M	Sell	553,071 -57,654	-9%	-$5.22M	0.07%	190
2025 Q2	$61.6M	Sell	610,725 -145,663	-19%	-$14.3M	0.11%	155
2025 Q1	$83.2M	Buy	756,388 +3,679	+0.5%	+$440K	0.16%	112
2024 Q4	$94.9M	Buy	752,709 +325	+0%	+$42.8K	0.18%	101
2024 Q3	$103M	Buy	752,384 +52,284	+7%	+$6.86M	0.2%	101
2024 Q2	$95.8M	Buy	700,100 +6,633	+1%	+$950K	0.2%	104
2024 Q1	$103M	Sell	693,467 -16,902	-2%	-$2.57M	0.22%	102
2023 Q4	$112M	Sell	710,369 -8,694	-1%	-$1.31M	0.25%	89
2023 Q3	$112M	Sell	719,063 -10,653	-1%	-$1.84M	0.31%	74
2023 Q2	$131M	Sell	729,716 -27,167	-4%	-$4.82M	0.35%	60
2023 Q1	$147M	Sell	756,883 -10,517	-1%	-$1.93M	0.36%	55
2022 Q4	$133M	Buy	767,400 +44,107	+6%	+$7.64M	0.35%	55
2022 Q3	$117M	Buy	723,293 +4,808	+0.7%	+$910K	0.34%	57
2022 Q2	$131M	Sell	718,485 -146	-0%	-$26.6K	0.36%	56
2022 Q1	$154M	Buy	718,631 +3,434	+0.5%	+$730K	0.38%	53
2021 Q4	$153M	Sell	715,197 -1,544	-0.2%	-$314K	0.36%	58
2021 Q3	$131M	Buy	716,741 +28,593	+4%	+$5.64M	0.33%	61
2021 Q2	$143M	Sell	688,148 -31,843	-4%	-$6.37M	0.37%	56
2021 Q1	$122M	Sell	719,991 -13,030	-2%	-$2.11M	0.34%	62
2020 Q4	$123M	Buy	733,021 +59,212	+9%	+$9.99M	0.37%	53
2020 Q3	$112M	Sell	673,809 -50,100	-7%	-$7.29M	0.38%	53
2020 Q2	$80.5M	Buy	723,909 +33,731	+5%	+$3.37M	0.3%	71
2020 Q1	$64.5M	Sell	690,178 -42,547	-6%	-$4.41M	0.29%	70
2019 Q4	$85.8M	Buy	732,725 +28,876	+4%	+$3.42M	0.31%	67
2019 Q3	$84.3M	Buy	703,849 +3,330	+0.5%	+$381K	0.33%	62
2019 Q2	$72.3M	Buy	700,519 +121,912	+21%	+$12.7M	0.28%	81
2019 Q1	$64.6M	Buy	578,607 +82,424	+17%	+$8.74M	0.38%	62
2018 Q4	$48.4M	Buy	496,183 +330,211	+199%	+$35.8M	0.33%	81
2018 Q3	$19.5M	Buy	165,972 +21,759	+15%	+$2.56M	0.12%	202
2018 Q2	$15.3M	Sell	144,213 -1,650	-1%	-$185K	0.1%	228
2018 Q1	$15.3M	Sell	145,863 -564	-0.4%	-$65.2K	0.11%	222
2017 Q4	$17.4M	Buy	146,427 +1,566	+1%	+$184K	0.12%	188
2017 Q3	$17.4M	Buy	144,861 +8,579	+6%	+$975K	0.13%	188
2017 Q2	$15.1M	Buy	136,282 +3,175	+2%	+$339K	0.12%	208
2017 Q1	$14.3M	Sell	133,107 -10,902	-8%	-$1.19M	0.12%	204
2016 Q4	$16.5M	Sell	144,009 -2,716	-2%	-$306K	0.14%	171
2016 Q3	$16M	Sell	146,725 -416	-0.3%	-$45.4K	0.14%	171
2016 Q2	$15.9M	Sell	147,141 -8,941	-6%	-$931K	0.15%	173
2016 Q1	$16.5M	Sell	156,082 -4,806	-3%	-$467K	0.16%	170
2015 Q4	$15.5M	Buy	160,888 +1,126	+0.7%	+$115K	0.15%	174
2015 Q3	$15.8M	Buy	159,762 +1,673	+1%	+$165K	0.17%	160
2015 Q2	$15.3M	Buy	+158,089	New	+$15.7M	0.15%	170

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

Baird Financial Group's UPS Position: Q1 2026 in Review

Baird Financial Group increased its United Parcel Service (UPS) stake by 2.6% in Q1 2026, buying an estimated $1.08M and bringing the position to 397,941 shares worth $39.1M. The position accounts for 0.06% of the portfolio, ranked #209.

Baird Financial Group first reported a position in UPS in Q2 2015 and has held it in 44 quarters since. The position peaked at $154M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Baird Financial Group held 397,941 shares of United Parcel Service worth $39.1M as of Q1 2026.
Baird Financial Group bought 10,075 United Parcel Service shares in Q1 2026, an estimated $1.08M.
United Parcel Service made up 0.06% of Baird Financial Group's portfolio in Q1 2026, its #209 holding.
Baird Financial Group first reported a position in United Parcel Service in Q2 2015 and has held it in 44 quarters since.
Baird Financial Group's United Parcel Service position peaked at $154M in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.