CJ
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Caitlin John’s United Parcel Service UPS Stock Holding History

Caitlin John’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 		$40.9K Buy
415
+382
+1,158% +$41K 0.02% 333
2025
Q4 		$3.28K Sell
33
-1
-3% -$94 ﹤0.01% 679
2025
Q3 		$2.81K Buy
+34
New +$3.08K ﹤0.01% 654
2025
Q1 		– Sell
-115
Closed -$14.6K – 762
2024
Q4 		$14.6K Hold
115
– – 0.01% 416
2024
Q3 		$15.4K Hold
115
– – 0.01% 420
2024
Q2 		$15.7K Hold
115
– – 0.01% 385
2024
Q1 		$17K Sell
115
-11
-9% -$1.67K 0.01% 380
2023
Q4 		$19.7K Buy
+126
New +$19.1K 0.02% 339

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

Caitlin John's UPS Position: Q1 2026 in Review

Caitlin John increased its United Parcel Service (UPS) stake by 1,158% in Q1 2026, buying an estimated $41K and bringing the position to 415 shares worth $40.9K. The position accounts for 0.02% of the portfolio, ranked #333.

Caitlin John first reported a position in UPS in Q4 2023 and has held it in 8 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Caitlin John held 415 shares of United Parcel Service worth $40.9K as of Q1 2026.
  • Caitlin John bought 382 United Parcel Service shares in Q1 2026, an estimated $41K.
  • United Parcel Service made up 0.02% of Caitlin John's portfolio in Q1 2026, its #333 holding.
  • Caitlin John first reported a position in United Parcel Service in Q4 2023 and has held it in 8 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.