Caerus Investment Advisors’s United Parcel Service UPS Stock Holding History

Caerus Investment Advisors’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	$416K	Sell	4,226 -3,507	-45%	-$376K	0.17%	120
2025 Q4	$767K	Buy	+7,733	New	+$723K	0.25%	80
2024 Q2	–	Sell	-2,000	Closed	-$297K	–	33
2024 Q1	$297K	Hold	2,000	–	–	0.29%	27
2023 Q4	$314K	Sell	2,000 -6	-0.3%	-$907	0.3%	30
2023 Q3	$313K	Hold	2,006	–	–	0.32%	24
2023 Q2	$360K	Hold	2,006	–	–	0.41%	23
2023 Q1	$389K	Hold	2,006	–	–	0.45%	33
2022 Q4	$349K	Hold	2,006	–	–	0.53%	29
2022 Q3	$324K	Hold	2,006	–	–	0.41%	37
2022 Q2	$366K	Sell	2,006 -200	-9%	-$36.5K	0.44%	39
2022 Q1	$400K	Buy	2,206 +204	+10%	+$43.3K	0.48%	34
2021 Q4	$429K	Buy	+2,002	New	+$407K	0.46%	36

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caerus Investment Advisors's UPS Position: Q1 2026 in Review

Caerus Investment Advisors reduced its United Parcel Service (UPS) stake by 45% in Q1 2026, selling an estimated $376K and leaving 4,226 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #120.

Caerus Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 12 quarters since. The position peaked at $767K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Caerus Investment Advisors held 4,226 shares of United Parcel Service worth $416K as of Q1 2026.
Caerus Investment Advisors sold 3,507 United Parcel Service shares in Q1 2026, an estimated $376K.
United Parcel Service made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #120 holding.
Caerus Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 12 quarters since.
Caerus Investment Advisors's United Parcel Service position peaked at $767K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.