Bank Julius Baer & Co
UPS icon

Bank Julius Baer & Co’s United Parcel Service UPS Stock Holding History

Bank Julius Baer & Co’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 		$30.9M Sell
318,610
-291,692
-48% -$31.3M 0.09% 123
2025
Q4 		$60.6M Sell
610,302
-5,239
-0.9% -$490K 0.17% 106
2025
Q3 		$51.4M Buy
615,541
+20,508
+3% +$1.86M 0.14% 107
2025
Q2 		$60.1M Buy
595,033
+8,644
+1% +$850K 0.18% 101
2025
Q1 		$64.4M Buy
586,389
+30,462
+5% +$3.64M 0.21% 99
2024
Q4 		$74.3M Buy
555,927
+35,259
+7% +$4.64M 0.23% 97
2024
Q3 		$78.7M Sell
520,668
-12,776
-2% -$1.68M 0.26% 77
2024
Q2 		$78.2M Buy
533,444
+9,935
+2% +$1.42M 0.3% 73
2024
Q1 		$77.5M Buy
523,509
+518,496
+10,343% +$78.8M 0.3% 80
2023
Q4 		$788K Buy
5,013
+763
+18% +$115K ﹤0.01% 294
2023
Q3 		$662K Buy
4,250
+115
+3% +$19.9K ﹤0.01% 295
2023
Q2 		$741K Sell
4,135
-787
-16% -$140K ﹤0.01% 294
2023
Q1 		$955K Buy
4,922
+3,683
+297% +$676K 0.01% 276
2022
Q4 		$215K Buy
1,239
+638
+106% +$110K ﹤0.01% 416
2022
Q3 		$97K Sell
601
-10
-2% -$1.89K ﹤0.01% 463
2022
Q2 		$112K Sell
611
-601
-50% -$110K ﹤0.01% 478
2022
Q1 		$260K Buy
1,212
+590
+95% +$125K ﹤0.01% 393
2021
Q4 		$133K Sell
622
-111
-15% -$22.6K ﹤0.01% 579
2021
Q3 		$133K Buy
733
+108
+17% +$21.3K ﹤0.01% 605
2021
Q2 		$130K Hold
625
– – ﹤0.01% 616
2021
Q1 		$106K Sell
625
-396
-39% -$64.1K ﹤0.01% 617
2020
Q4 		$172K Buy
1,021
+888
+668% +$150K ﹤0.01% 596
2020
Q3 		$22K Sell
133
-2,115
-94% -$308K ﹤0.01% 652
2020
Q2 		$250K Buy
+2,248
New +$224K ﹤0.01% 432

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

Bank Julius Baer & Co's UPS Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its United Parcel Service (UPS) stake by 48% in Q1 2026, selling an estimated $31.3M and leaving 318,610 shares worth $30.9M. The position accounts for 0.09% of the portfolio, ranked #123.

Bank Julius Baer & Co first reported a position in UPS in Q2 2020 and has held it in 24 quarters since. The position peaked at $78.7M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bank Julius Baer & Co held 318,610 shares of United Parcel Service worth $30.9M as of Q1 2026.
  • Bank Julius Baer & Co sold 291,692 United Parcel Service shares in Q1 2026, an estimated $31.3M.
  • United Parcel Service made up 0.09% of Bank Julius Baer & Co's portfolio in Q1 2026, its #123 holding.
  • Bank Julius Baer & Co first reported a position in United Parcel Service in Q2 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's United Parcel Service position peaked at $78.7M in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.