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Berkshire Asset Management’s United Parcel Service UPS Stock Holding History

Berkshire Asset Management’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 		$523K Sell
5,317
-2,329
-30% -$250K 0.02% 173
2025
Q4 		$758K Sell
7,646
-832
-10% -$77.8K 0.03% 145
2025
Q3 		$708K Sell
8,478
-611
-7% -$55.3K 0.03% 163
2025
Q2 		$917K Sell
9,089
-162
-2% -$15.9K 0.04% 144
2025
Q1 		$897K Buy
9,251
+3,364
+57% +$402K 0.04% 145
2024
Q4 		$783K Sell
5,887
-59
-1% -$7.76K 0.04% 158
2024
Q3 		$814K Hold
5,946
– – 0.04% 150
2024
Q2 		$814K Buy
5,946
+554
+10% +$79.3K 0.04% 151
2024
Q1 		$801K Sell
5,392
-282
-5% -$42.9K 0.04% 130
2023
Q4 		$892K Sell
5,674
-245
-4% -$37K 0.05% 125
2023
Q3 		$923K Sell
5,919
-166
-3% -$28.7K 0.06% 121
2023
Q2 		$1.09M Sell
6,085
-12
-0.2% -$2.13K 0.06% 111
2023
Q1 		$1.18M Buy
+6,097
New +$1.12M 0.07% 105
2022
Q4 		– Sell
-6,224
Closed -$1M – 210
2022
Q3 		$1M Sell
6,224
-346
-5% -$65.5K 0.07% 108
2022
Q2 		$1.2M Buy
6,570
+119
+2% +$21.7K 0.08% 106
2022
Q1 		$1.38M Buy
6,451
+122
+2% +$25.9K 0.09% 88
2021
Q4 		$1.36M Buy
6,329
+160
+3% +$32.5K 0.08% 103
2021
Q3 		$1.12M Buy
6,169
+13
+0.2% +$2.57K 0.08% 114
2021
Q2 		$1.28M Sell
6,156
-21
-0.3% -$4.2K 0.09% 105
2021
Q1 		$1.05M Hold
6,177
– – 0.08% 113
2020
Q4 		$1.04M Sell
6,177
-251
-4% -$42.4K 0.08% 109
2020
Q3 		$1.07M Buy
6,428
+595
+10% +$86.6K 0.1% 86
2020
Q2 		$648K Sell
5,833
-1,084
-16% -$108K 0.06% 104
2020
Q1 		$646K Sell
6,917
-463
-6% -$48K 0.07% 117
2019
Q4 		$864K Sell
7,380
-300
-4% -$35.5K 0.07% 102
2019
Q3 		$920K Sell
7,680
-1,018
-12% -$116K 0.08% 112
2019
Q2 		$898K Sell
8,698
-489
-5% -$50.9K 0.07% 113
2019
Q1 		$1.03M Hold
9,187
– – 0.09% 110
2018
Q4 		$896K Sell
9,187
-831
-8% -$90.1K 0.08% 112
2018
Q3 		$1.17M Sell
10,018
-357
-3% -$42K 0.1% 102
2018
Q2 		$1.1M Sell
10,375
-342
-3% -$38.4K 0.1% 98
2018
Q1 		$1.12M Sell
10,717
-171
-2% -$19.8K 0.11% 99
2017
Q4 		$1.3M Buy
10,888
+789
+8% +$92.7K 0.13% 92
2017
Q3 		$1.21M Sell
10,099
-3
-0% -$341 0.14% 87
2017
Q2 		$1.12M Sell
10,102
-152
-1% -$16.2K 0.13% 92
2017
Q1 		$1.1M Sell
10,254
-253
-2% -$27.6K 0.13% 92
2016
Q4 		$1.2M Buy
10,507
+568
+6% +$64K 0.16% 84
2016
Q3 		$1.09M Sell
9,939
-520
-5% -$56.8K 0.16% 89
2016
Q2 		$1.13M Sell
10,459
-871
-8% -$90.7K 0.17% 84
2016
Q1 		$1.2M Sell
11,330
-1,106
-9% -$107K 0.19% 82
2015
Q4 		$1.2M Buy
12,436
+908
+8% +$92.8K 0.2% 79
2015
Q3 		$1.14M Sell
11,528
-20
-0.2% -$1.98K 0.2% 80
2015
Q2 		$1.12M Buy
11,548
+1,022
+10% +$102K 0.19% 83
2015
Q1 		$1.02M Sell
10,526
-1,703
-14% -$175K 0.17% 85
2014
Q4 		$1.36M Sell
12,229
-878
-7% -$92.6K 0.23% 76
2014
Q3 		$1.29M Buy
13,107
+200
+2% +$19.9K 0.24% 78
2014
Q2 		$1.32M Sell
12,907
-816
-6% -$81.9K 0.25% 77
2014
Q1 		$1.34M Sell
13,723
-400
-3% -$39K 0.26% 73
2013
Q4 		$1.48M Buy
14,123
+1,128
+9% +$111K 0.28% 71
2013
Q3 		$1.19M Buy
12,995
+100
+0.8% +$8.79K 0.29% 75
2013
Q2 		$1.11M Buy
+12,895
New +$1.11M 0.31% 71

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

Berkshire Asset Management's UPS Position: Q1 2026 in Review

Berkshire Asset Management reduced its United Parcel Service (UPS) stake by 30% in Q1 2026, selling an estimated $250K and leaving 5,317 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #173.

Berkshire Asset Management first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.48M in Q4 2013. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Berkshire Asset Management held 5,317 shares of United Parcel Service worth $523K as of Q1 2026.
  • Berkshire Asset Management sold 2,329 United Parcel Service shares in Q1 2026, an estimated $250K.
  • United Parcel Service made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #173 holding.
  • Berkshire Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
  • Berkshire Asset Management's United Parcel Service position peaked at $1.48M in Q4 2013.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.