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Baker Avenue Asset Management’s United Parcel Service UPS Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-8,000
Closed -$1.25K – 1433
2023
Q3 		$1.25K Hold
8,000
– – ﹤0.01% 1232
2023
Q2 		$1.43K Buy
+8,000
New +$1.42M ﹤0.01% 1067

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

Baker Avenue Asset Management's UPS Position: Q1 2026 in Review

Baker Avenue Asset Management increased its United Parcel Service (UPS) stake by 4% in Q1 2026, buying an estimated $132K and bringing the position to 31,678 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #182.

Baker Avenue Asset Management first reported a position in UPS in Q2 2015 and has held it in 39 quarters since. The position peaked at $32.5M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Baker Avenue Asset Management held 31,678 shares of United Parcel Service worth $3.12M as of Q1 2026.
  • Baker Avenue Asset Management bought 1,231 United Parcel Service shares in Q1 2026, an estimated $132K.
  • United Parcel Service made up 0.07% of Baker Avenue Asset Management's portfolio in Q1 2026, its #182 holding.
  • Baker Avenue Asset Management first reported a position in United Parcel Service in Q2 2015 and has held it in 39 quarters since.
  • Baker Avenue Asset Management's United Parcel Service position peaked at $32.5M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.