Bank of Montreal’s United Parcel Service UPS Stock Holding History

Bank of Montreal’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	–	Sell	-20,000	Closed	-$1.98M	–	4033
2025 Q4	$1.98M	Hold	20,000	–	–	﹤0.01%	1651
2025 Q3	$1.67M	Hold	20,000	–	–	﹤0.01%	1733
2025 Q2	$2.02M	Buy	+20,000	New	+$1.97M	﹤0.01%	1581
2021 Q4	–	Sell	-71,000	Closed	-$13.9M	–	3893
2021 Q3	$13.9M	Buy	+71,000	New	+$14M	0.01%	1122
2021 Q1	–	Sell	-40,000	Closed	-$6.47M	–	5358
2020 Q4	$6.47M	Buy	+40,000	New	+$6.75M	﹤0.01%	1248
2020 Q2	–	Sell	-56,000	Closed	-$5.21M	–	4843
2020 Q1	$5.21M	Sell	56,000 -60,000	-52%	-$6.22M	0.01%	965
2019 Q4	$13.6M	Buy	116,000 +60,000	+107%	+$7.1M	0.01%	837
2019 Q3	$6.71M	Buy	+56,000	New	+$6.4M	0.01%	1048
2014 Q2	–	Sell	-33,000	Closed	-$3.21M	–	4834
2014 Q1	$3.21M	Buy	33,000 +20,000	+154%	+$1.95M	﹤0.01%	1112
2013 Q4	$1.37M	Hold	13,000	–	–	﹤0.01%	1337
2013 Q3	$1.19M	Buy	+13,000	New	+$1.14M	﹤0.01%	1381

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Bank of Montreal's UPS Position: Q1 2026 in Review

Bank of Montreal reduced its United Parcel Service (UPS) stake by 16% in Q1 2026, selling an estimated $15.2M and leaving 728,976 shares worth $71.7M. The position accounts for 0.03% of the portfolio, ranked #438.

Bank of Montreal first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $241M in Q2 2024. 2,103 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Bank of Montreal held 728,976 shares of United Parcel Service worth $71.7M as of Q1 2026.
Bank of Montreal sold 141,769 United Parcel Service shares in Q1 2026, an estimated $15.2M.
United Parcel Service made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #438 holding.
Bank of Montreal first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's United Parcel Service position peaked at $241M in Q2 2024.
2,103 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.