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Bridgewater Associates’s United Parcel Service UPS Stock Holding History

Bridgewater Associates’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 		$934K Sell
9,492
-29,015
-75% -$3.11M ﹤0.01% 797
2025
Q4 		$3.82M Buy
+38,507
New +$3.6M 0.01% 608
2023
Q3 		– Sell
-7,975
Closed -$1.43M – 812
2023
Q2 		$1.43M Sell
7,975
-109,401
-93% -$19.4M 0.01% 522
2023
Q1 		$22.8M Buy
+117,376
New +$21.5M 0.14% 122
2022
Q4 		– Sell
-2,419
Closed -$391K – 940
2022
Q3 		$391K Sell
2,419
-66,148
-96% -$12.5M ﹤0.01% 801
2022
Q2 		$12.5M Buy
68,567
+66,750
+3,674% +$12.2M 0.05% 288
2022
Q1 		$390K Buy
+1,817
New +$386K ﹤0.01% 916
2021
Q2 		– Sell
-8,501
Closed -$1.45M – 765
2021
Q1 		$1.45M Sell
8,501
-115,754
-93% -$18.7M 0.01% 298
2020
Q4 		$20.9M Sell
124,255
-2,607
-2% -$440K 0.18% 84
2020
Q3 		$21.1M Buy
126,862
+71,001
+127% +$10.3M 0.25% 42
2020
Q2 		$6.21M Buy
+55,861
New +$5.58M 0.1% 43
2020
Q1 		– Sell
-75,872
Closed -$8.88M – 599
2019
Q4 		$8.88M Buy
+75,872
New +$8.98M 0.09% 63
2019
Q3 		– Sell
-80,700
Closed -$8.33M – 394
2019
Q2 		$8.33M Buy
+80,700
New +$8.39M 0.07% 121
2018
Q3 		– Sell
-78,480
Closed -$8.34M – 482
2018
Q2 		$8.34M Buy
+78,480
New +$8.81M 0.08% 88
2017
Q3 		– Sell
-3,087
Closed -$341K – 393
2017
Q2 		$341K Sell
3,087
-125,827
-98% -$13.4M ﹤0.01% 280
2017
Q1 		$13.8M Buy
+128,914
New +$14.1M 0.16% 35
2016
Q4 		– Sell
-118,100
Closed -$12.9M – 349
2016
Q3 		$12.9M Buy
+118,100
New +$12.9M 0.13% 50
2016
Q2 		– Sell
-26,533
Closed -$2.8M – 377
2016
Q1 		$2.8M Buy
+26,533
New +$2.58M 0.04% 172
2014
Q4 		– Sell
-149,364
Closed -$14.7M – 419
2014
Q3 		$14.7M Buy
+149,364
New +$14.8M 0.11% 20

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

Bridgewater Associates's UPS Position: Q1 2026 in Review

Bridgewater Associates reduced its United Parcel Service (UPS) stake by 75% in Q1 2026, selling an estimated $3.11M and leaving 9,492 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Bridgewater Associates first reported a position in UPS in Q3 2014 and has held it in 19 quarters since. The position peaked at $22.8M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bridgewater Associates held 9,492 shares of United Parcel Service worth $934K as of Q1 2026.
  • Bridgewater Associates sold 29,015 United Parcel Service shares in Q1 2026, an estimated $3.11M.
  • United Parcel Service made up ﹤0.01% of Bridgewater Associates's portfolio in Q1 2026, its #797 holding.
  • Bridgewater Associates first reported a position in United Parcel Service in Q3 2014 and has held it in 19 quarters since.
  • Bridgewater Associates's United Parcel Service position peaked at $22.8M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.