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BBR Partners’s United Parcel Service UPS Stock Holding History

BBR Partners’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 		$74.2M Buy
754,290
+15
+0% +$1.61K 4.14% 4
2025
Q4 		$74.8M Sell
754,275
-2,142
-0.3% -$200K 4.01% 4
2025
Q3 		$63.2M Buy
756,417
+2
+0% +$181 3.64% 4
2025
Q2 		$76.4M Buy
756,415
+110,955
+17% +$10.9M 4.75% 4
2025
Q1 		$71M Sell
645,460
-304
-0% -$36.4K 5.01% 4
2024
Q4 		$81.4M Sell
645,764
-292
-0% -$38.4K 5.68% 3
2024
Q3 		$88.1M Sell
646,056
-93
-0% -$12.2K 6.71% 3
2024
Q2 		$88.4M Sell
646,149
-2,653
-0.4% -$380K 7.24% 3
2024
Q1 		$96.4M Buy
648,802
+2,454
+0.4% +$373K 7.72% 3
2023
Q4 		$102M Buy
646,348
+369
+0.1% +$55.8K 10.39% 2
2023
Q3 		$101M Sell
645,979
-31,685
-5% -$5.47M 11.33% 2
2023
Q2 		$121M Sell
677,664
-59
-0% -$10.5K 13.44% 2
2023
Q1 		$131M Buy
677,723
+89
+0% +$16.3K 15.15% 2
2022
Q4 		$118M Hold
677,634
– – 13.25% 2
2022
Q3 		$109M Hold
677,634
– – 14.02% 2
2022
Q2 		$124M Sell
677,634
-803
-0.1% -$146K 14.45% 2
2022
Q1 		$145M Buy
+678,437
New +$144M 13.72% 2
2021
Q4 		– Sell
-789,298
Closed -$144M – 240
2021
Q3 		$144M Sell
789,298
-216
-0% -$42.6K 11.89% 3
2021
Q2 		$164M Sell
789,514
-101,547
-11% -$20.3M 12.98% 2
2021
Q1 		$151M Sell
891,061
-84,589
-9% -$13.7M 12.44% 2
2020
Q4 		$164M Sell
975,650
-48,569
-5% -$8.2M 13.62% 3
2020
Q3 		$171M Buy
+1,024,219
New +$149M 14.62% 2

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

BBR Partners's UPS Position: Q1 2026 in Review

BBR Partners increased its United Parcel Service (UPS) stake by 0% in Q1 2026, buying an estimated $1.61K and bringing the position to 754,290 shares worth $74.2M. The position accounts for 4.14% of the portfolio, ranked #4.

BBR Partners first reported a position in UPS in Q3 2020 and has held it in 22 quarters since. The position peaked at $171M in Q3 2020. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • BBR Partners held 754,290 shares of United Parcel Service worth $74.2M as of Q1 2026.
  • BBR Partners bought 15 United Parcel Service shares in Q1 2026, an estimated $1.61K.
  • United Parcel Service made up 4.14% of BBR Partners's portfolio in Q1 2026, its #4 holding.
  • BBR Partners first reported a position in United Parcel Service in Q3 2020 and has held it in 22 quarters since.
  • BBR Partners's United Parcel Service position peaked at $171M in Q3 2020.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.