Broadwater Capital’s United Parcel Service UPS Stock Holding History

Broadwater Capital’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	$117K	Hold	1,255	–	–	0.08%	78
2026 Q2	$135K	Hold	1,255	–	–	0.1%	78
2026 Q1	$124K	Hold	1,255	–	–	0.09%	76
2025 Q4	$124K	Hold	1,255	–	–	0.09%	76
2025 Q3	$105K	Sell	1,255 -310	-20%	-$28.1K	0.08%	90
2025 Q2	$158K	Hold	1,565	–	–	0.12%	80
2025 Q1	$172K	Hold	1,565	–	–	0.13%	79
2024 Q4	$197K	Hold	1,565	–	–	0.15%	76
2024 Q3	$213K	Hold	1,565	–	–	0.16%	78
2024 Q2	$214K	Hold	1,565	–	–	0.17%	77
2024 Q1	$233K	Hold	1,565	–	–	0.18%	73
2023 Q4	$246K	Buy	+1,565	New	+$237K	0.19%	73

Other funds holding UPS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Broadwater Capital's UPS Position: Q3 2026 in Review

Broadwater Capital held its United Parcel Service (UPS) position steady in Q3 2026 at 1,255 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #78.

Broadwater Capital first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $246K in Q4 2023. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Broadwater Capital held 1,255 shares of United Parcel Service worth $117K as of Q3 2026.
Broadwater Capital left its United Parcel Service share count unchanged in Q3 2026.
United Parcel Service made up 0.08% of Broadwater Capital's portfolio in Q3 2026, its #78 holding.
Broadwater Capital first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
Broadwater Capital's United Parcel Service position peaked at $246K in Q4 2023.
1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Broadwater Capital's 13F filing for Q3 2026, filed 12 Nov 2026.