Birch Capital Management
UPS icon

Birch Capital Management’s United Parcel Service UPS Stock Holding History

Birch Capital 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
Q3 		$5.99M Buy
64,143
+1,900
+3% +$199K 2.81% 15
2026
Q2 		$6.69M Buy
62,243
+10,136
+19% +$1.05M 3.27% 11
2026
Q1 		$5.13M Buy
52,107
+7,965
+18% +$854K 2.69% 14
2025
Q4 		$4.38M Sell
44,142
-6,248
-12% -$584K 2.18% 20
2025
Q3 		$4.21M Sell
50,390
-1,004
-2% -$90.9K 2.15% 19
2025
Q2 		$5.19M Sell
51,394
-40
-0.1% -$3.94K 2.66% 15
2025
Q1 		$5.66M Buy
51,434
+3,793
+8% +$454K 2.94% 13
2024
Q4 		$6.01M Buy
47,641
+850
+2% +$112K 3.02% 8
2024
Q3 		$6.38M Buy
46,791
+2,826
+6% +$371K 3.12% 9
2024
Q2 		$6.02M Buy
43,965
+278
+0.6% +$39.8K 3.13% 7
2024
Q1 		$6.49M Buy
43,687
+3,925
+10% +$597K 3.37% 7
2023
Q4 		$6.25M Buy
39,762
+4,023
+11% +$608K 3.59% 7
2023
Q3 		$5.57M Buy
35,739
+1,434
+4% +$248K 3.53% 7
2023
Q2 		$6.15M Buy
34,305
+591
+2% +$105K 3.74% 6
2023
Q1 		$6.54M Sell
33,714
-93
-0.3% -$17.1K 4.21% 5
2022
Q4 		$5.88M Sell
33,807
-1,822
-5% -$315K 4.04% 7
2022
Q3 		$5.76M Buy
35,629
+543
+2% +$103K 4.34% 6
2022
Q2 		$6.4M Buy
35,086
+2,734
+8% +$499K 4.57% 6
2022
Q1 		$6.94M Buy
32,352
+972
+3% +$207K 4.27% 6
2021
Q4 		$6.73M Buy
31,380
+101
+0.3% +$20.5K 4.03% 8
2021
Q3 		$5.7M Buy
31,279
+11
+0% +$2.17K 3.87% 9
2021
Q2 		$6.5M Buy
31,268
+507
+2% +$101K 4.41% 7
2021
Q1 		$5.23M Buy
30,761
+2,254
+8% +$365K 3.85% 7
2020
Q4 		$4.8M Buy
28,507
+974
+4% +$164K 3.66% 8
2020
Q3 		$4.59M Sell
27,533
-108
-0.4% -$15.7K 3.99% 7
2020
Q2 		$3.07M Buy
27,641
+2,458
+10% +$245K 2.88% 10
2020
Q1 		$2.35M Buy
25,183
+964
+4% +$100K 2.71% 11
2019
Q4 		$2.84M Buy
+24,219
New +$2.87M 2.78% 12

Other funds holding UPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Birch Capital Management's UPS Position: Q3 2026 in Review

Birch Capital Management increased its United Parcel Service (UPS) stake by 3.1% in Q3 2026, buying an estimated $199K and bringing the position to 64,143 shares worth $5.99M. The position accounts for 2.81% of the portfolio, ranked #15.

Birch Capital Management first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.94M in Q1 2022. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Birch Capital Management held 64,143 shares of United Parcel Service worth $5.99M as of Q3 2026.
  • Birch Capital Management bought 1,900 United Parcel Service shares in Q3 2026, an estimated $199K.
  • United Parcel Service made up 2.81% of Birch Capital Management's portfolio in Q3 2026, its #15 holding.
  • Birch Capital Management first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's United Parcel Service position peaked at $6.94M in Q1 2022.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.