Camelot Portfolios’s United Parcel Service UPS Stock Holding History

Camelot Portfolios’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	–	Sell	-800	Closed	-$79.4K	–	520
2025 Q4	$79.4K	Buy	+800	New	+$74.8K	0.05%	266
2024 Q3	–	Sell	-800	Closed	-$109K	–	540
2024 Q2	$109K	Buy	+800	New	+$115K	0.06%	232
2020 Q1	–	Sell	-8,240	Closed	-$965K	–	249
2019 Q4	$965K	Buy	+8,240	New	+$975K	0.41%	67

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

Camelot Portfolios's UPS Position: Q1 2026 in Review

Camelot Portfolios sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 800 shares — an estimated $79.4K sold.

Camelot Portfolios first reported a position in UPS in Q4 2019 and held it in 3 quarters. The position peaked at $965K in Q4 2019. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Camelot Portfolios reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 800 United Parcel Service shares in Q1 2026, an estimated $79.4K.
Camelot Portfolios first reported a position in United Parcel Service in Q4 2019 and held it in 3 quarters.
Camelot Portfolios's United Parcel Service position peaked at $965K in Q4 2019.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.