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

Bluefin 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
Q1 		– Hold
0
– -$101 – 232
2025
Q4 		– Hold
0
– – – 185
2024
Q2 		– Sell
-35,800
Closed -$8.41K – 157
2024
Q1 		$8.41K Buy
35,800
+16,100
+82% +$2.45M ﹤0.01% 120
2023
Q4 		$788 Sell
19,700
-32,800
-62% -$4.96M ﹤0.01% 236
2023
Q3 		$1.84K Buy
+52,500
New +$9.06M ﹤0.01% 175

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

Bluefin Capital Management's UPS Position: Q1 2026 in Review

Bluefin Capital Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 22,900 shares — an estimated $2.46M sold.

Bluefin Capital Management first reported a position in UPS in Q1 2014 and held it in 18 quarters. The position peaked at $3.32M in Q2 2018. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bluefin Capital Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Bluefin Capital Management sold 22,900 United Parcel Service shares in Q1 2026, an estimated $2.46M.
  • Bluefin Capital Management first reported a position in United Parcel Service in Q1 2014 and held it in 18 quarters.
  • Bluefin Capital Management's United Parcel Service position peaked at $3.32M in Q2 2018.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.