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Caldwell Sutter Capital’s United Parcel Service UPS Stock Holding History

Caldwell Sutter 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
Q1 		$701K Buy
7,127
+347
+5% +$37.2K 0.29% 92
2025
Q4 		$673K Buy
6,780
+545
+9% +$51K 0.29% 90
2025
Q3 		$521K Buy
6,235
+315
+5% +$28.5K 0.22% 115
2025
Q2 		$598K Buy
5,920
+1,955
+49% +$192K 0.27% 97
2025
Q1 		$436K Buy
3,965
+61
+2% +$7.29K 0.21% 121
2024
Q4 		$492K Sell
3,904
-55
-1% -$7.24K 0.23% 112
2024
Q3 		$540K Buy
3,959
+252
+7% +$33.1K 0.25% 109
2024
Q2 		$507K Buy
3,707
+342
+10% +$49K 0.25% 106
2024
Q1 		$500K Buy
3,365
+78
+2% +$11.9K 0.24% 108
2023
Q4 		$517K Buy
3,287
+142
+5% +$21.5K 0.26% 102
2023
Q3 		$490K Buy
3,145
+72
+2% +$12.4K 0.27% 99
2023
Q2 		$551K Buy
3,073
+1,458
+90% +$259K 0.29% 88
2023
Q1 		$313K Buy
1,615
+1,335
+477% +$245K 0.23% 92
2022
Q4 		$48.7K Buy
+280
New +$48.5K 0.04% 177

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

Caldwell Sutter Capital's UPS Position: Q1 2026 in Review

Caldwell Sutter Capital increased its United Parcel Service (UPS) stake by 5.1% in Q1 2026, buying an estimated $37.2K and bringing the position to 7,127 shares worth $701K. The position accounts for 0.29% of the portfolio, ranked #92.

Caldwell Sutter Capital first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Caldwell Sutter Capital held 7,127 shares of United Parcel Service worth $701K as of Q1 2026.
  • Caldwell Sutter Capital bought 347 United Parcel Service shares in Q1 2026, an estimated $37.2K.
  • United Parcel Service made up 0.29% of Caldwell Sutter Capital's portfolio in Q1 2026, its #92 holding.
  • Caldwell Sutter Capital first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.