Berkeley Capital Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
12,121
+5,874
| +94% | +$630K | 0.28% | 77 |
|
|
2025
Q4 | $620K | Sell |
6,247
-7,445
| -54% | -$696K | 0.15% | 122 |
|
|
2025
Q3 | $1.14M | Sell |
13,692
-1,228
| -8% | -$111K | 0.27% | 76 |
|
|
2025
Q2 | $1.51M | Buy |
14,920
+6,133
| +70% | +$603K | 0.38% | 53 |
|
|
2025
Q1 | $966K | Buy |
8,787
+5,010
| +133% | +$599K | 0.27% | 81 |
|
|
2024
Q4 | $476K | Sell |
3,777
-3,939
| -51% | -$518K | 0.13% | 118 |
|
|
2024
Q3 | $1.05M | Buy |
7,716
+1,528
| +25% | +$201K | 0.3% | 74 |
|
|
2024
Q2 | $847K | Buy |
6,188
+267
| +5% | +$38.2K | 0.26% | 81 |
|
|
2024
Q1 | $880K | Buy |
+5,921
| New | +$900K | 0.27% | 77 |
|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$234K | – | 157 |
|
|
2023
Q3 | $234K | Sell |
1,500
-66
| -4% | -$11.4K | 0.08% | 138 |
|
|
2023
Q2 | $281K | Buy |
1,566
+71
| +5% | +$12.6K | 0.1% | 129 |
|
|
2023
Q1 | $290K | Buy |
1,495
+5
| +0.3% | +$917 | 0.11% | 121 |
|
|
2022
Q4 | $259K | Sell |
1,490
-32
| -2% | -$5.54K | 0.1% | 129 |
|
|
2022
Q3 | $246K | Buy |
1,522
+8
| +0.5% | +$1.51K | 0.11% | 116 |
|
|
2022
Q2 | $276K | Buy |
1,514
+50
| +3% | +$9.12K | 0.11% | 115 |
|
|
2022
Q1 | $314K | Buy |
1,464
+27
| +2% | +$5.74K | 0.13% | 119 |
|
|
2021
Q4 | $308K | Sell |
1,437
-67
| -4% | -$13.6K | 0.13% | 108 |
|
|
2021
Q3 | $274K | Buy |
1,504
+78
| +5% | +$15.4K | 0.13% | 107 |
|
|
2021
Q2 | $297K | Hold |
1,426
| – | – | 0.13% | 100 |
|
|
2021
Q1 | $242K | Sell |
1,426
-35
| -2% | -$5.66K | 0.12% | 112 |
|
|
2020
Q4 | $246K | Buy |
+1,461
| New | +$247K | 0.13% | 103 |
|
|
2020
Q3 | – | Sell |
-4,038
| Closed | -$449K | – | 113 |
|
|
2020
Q2 | $449K | Buy |
4,038
+1,055
| +35% | +$105K | 0.28% | 60 |
|
|
2020
Q1 | $279K | Buy |
2,983
+457
| +18% | +$47.3K | 0.19% | 94 |
|
|
2019
Q4 | $296K | Sell |
2,526
-147
| -5% | -$17.4K | 0.15% | 110 |
|
|
2019
Q3 | $320K | Sell |
2,673
-2,454
| -48% | -$281K | 0.17% | 105 |
|
|
2019
Q2 | $529K | Buy |
5,127
+2,801
| +120% | +$291K | 0.25% | 76 |
|
|
2019
Q1 | $260K | Sell |
2,326
-728
| -24% | -$77.2K | 0.13% | 118 |
|
|
2018
Q4 | $298K | Sell |
3,054
-118
| -4% | -$12.8K | 0.17% | 103 |
|
|
2018
Q3 | $370K | Sell |
3,172
-952
| -23% | -$112K | 0.21% | 88 |
|
|
2018
Q2 | $438K | Sell |
4,124
-754
| -15% | -$84.7K | 0.26% | 80 |
|
|
2018
Q1 | $510K | Sell |
4,878
-137
| -3% | -$15.8K | 0.29% | 73 |
|
|
2017
Q4 | $598K | Sell |
5,015
-136
| -3% | -$16K | 0.39% | 69 |
|
|
2017
Q3 | $619K | Sell |
5,151
-24
| -0.5% | -$2.73K | 0.41% | 70 |
|
|
2017
Q2 | $572K | Sell |
5,175
-57
| -1% | -$6.09K | 0.39% | 63 |
|
|
2017
Q1 | $561K | Sell |
5,232
-1,325
| -20% | -$145K | 0.38% | 71 |
|
|
2016
Q4 | $752K | Buy |
+6,557
| New | +$739K | 0.54% | 46 |
|
Other funds holding UPS
VCM
VPM
Berkeley Capital Partners's UPS Position: Q1 2026 in Review
Berkeley Capital Partners increased its United Parcel Service (UPS) stake by 94% in Q1 2026, buying an estimated $630K and bringing the position to 12,121 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #77.
Berkeley Capital Partners first reported a position in UPS in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.51M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Berkeley Capital Partners held 12,121 shares of United Parcel Service worth $1.19M as of Q1 2026.
- Berkeley Capital Partners bought 5,874 United Parcel Service shares in Q1 2026, an estimated $630K.
- United Parcel Service made up 0.28% of Berkeley Capital Partners's portfolio in Q1 2026, its #77 holding.
- Berkeley Capital Partners first reported a position in United Parcel Service in Q4 2016 and has held it in 36 quarters since.
- Berkeley Capital Partners's United Parcel Service position peaked at $1.51M in Q2 2025.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.