Bayforest Capital’s United Parcel Service UPS Stock Holding History

Bayforest Capital’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	-808	Closed	-$80.1K	–	1086
2025 Q4	$80.1K	Buy	+808	New	+$75.6K	0.06%	516
2025 Q3	–	Sell	-27	Closed	-$2.73K	–	928
2025 Q2	$2.73K	Sell	27 -8,300	-100%	-$817K	﹤0.01%	687
2025 Q1	$916K	Buy	8,327 +7,819	+1,539%	+$935K	0.4%	48
2024 Q4	$64.1K	Buy	+508	New	+$66.9K	0.08%	421

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

Bayforest Capital's UPS Position: Q1 2026 in Review

Bayforest Capital sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 808 shares — an estimated $80.1K sold.

Bayforest Capital first reported a position in UPS in Q4 2024 and held it in 4 quarters. The position peaked at $916K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Bayforest Capital reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Bayforest Capital sold 808 United Parcel Service shares in Q1 2026, an estimated $80.1K.
Bayforest Capital first reported a position in United Parcel Service in Q4 2024 and held it in 4 quarters.
Bayforest Capital's United Parcel Service position peaked at $916K in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.