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Calton & Associates’s United Parcel Service UPS Stock Holding History

Calton & 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 		$369K Sell
3,754
-1,684
-31% -$181K 0.05% 284
2025
Q4 		$539K Buy
5,438
+173
+3% +$16.2K 0.08% 236
2025
Q3 		$440K Buy
5,265
+2,901
+123% +$263K 0.07% 256
2025
Q2 		$239K Buy
2,364
+501
+27% +$49.3K 0.04% 329
2025
Q1 		$205K Buy
+1,863
New +$223K 0.05% 316
2024
Q4 		– Sell
-6,042
Closed -$824K – 278
2024
Q3 		$824K Buy
6,042
+2,659
+79% +$349K 0.31% 74
2024
Q2 		$463K Buy
3,383
+1,400
+71% +$200K 0.23% 97
2024
Q1 		$295K Buy
+1,983
New +$301K 0.14% 138
2022
Q3 		– Sell
-1,194
Closed -$218K – 253
2022
Q2 		$218K Sell
1,194
-153
-11% -$27.9K 0.12% 201
2022
Q1 		$289K Sell
1,347
-203
-13% -$43.1K 0.09% 256
2021
Q4 		$332K Sell
1,550
-25
-2% -$5.08K 0.09% 241
2021
Q3 		$286K Buy
1,575
+3
+0.2% +$592 0.06% 299
2021
Q2 		$328K Buy
1,572
+76
+5% +$15.2K 0.06% 284
2021
Q1 		$254K Buy
1,496
+65
+5% +$10.5K 0.05% 314
2020
Q4 		$241K Sell
1,431
-192
-12% -$32.4K 0.04% 316
2020
Q3 		$271K Sell
1,623
-2,641
-62% -$385K 0.06% 246
2020
Q2 		$474K Buy
4,264
+125
+3% +$12.5K 0.1% 157
2020
Q1 		$387K Buy
4,139
+1,897
+85% +$197K 0.1% 171
2019
Q4 		$262K Buy
2,242
+330
+17% +$39.1K 0.05% 286
2019
Q3 		$229K Sell
1,912
-129
-6% -$14.7K 0.05% 290
2019
Q2 		$211K Sell
2,041
-13
-0.6% -$1.35K 0.06% 253
2019
Q1 		$230K Buy
+2,054
New +$218K 0.07% 225
2018
Q2 		– Sell
-2,229
Closed -$233K – 393
2018
Q1 		$233K Sell
2,229
-337
-13% -$39K 0.07% 296
2017
Q4 		$338K Buy
+2,566
New +$302K 0.09% 220

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

Calton & Associates's UPS Position: Q1 2026 in Review

Calton & Associates reduced its United Parcel Service (UPS) stake by 31% in Q1 2026, selling an estimated $181K and leaving 3,754 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #284.

Calton & Associates first reported a position in UPS in Q4 2017 and has held it in 24 quarters since. The position peaked at $824K in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Calton & Associates held 3,754 shares of United Parcel Service worth $369K as of Q1 2026.
  • Calton & Associates sold 1,684 United Parcel Service shares in Q1 2026, an estimated $181K.
  • United Parcel Service made up 0.05% of Calton & Associates's portfolio in Q1 2026, its #284 holding.
  • Calton & Associates first reported a position in United Parcel Service in Q4 2017 and has held it in 24 quarters since.
  • Calton & Associates's United Parcel Service position peaked at $824K in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.