Canandaigua National Corp’s United Parcel Service UPS Stock Holding History

Canandaigua National Corp’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	$1.97M	Buy	+20,015	New	+$2.15M	0.18%	115
2022 Q4	$2.77M	Buy	15,951 +833	+6%	+$144K	0.47%	58
2022 Q3	$2.44M	Buy	15,118 +112	+0.7%	+$21.2K	0.43%	66
2022 Q2	$2.74M	Sell	15,006 -863	-5%	-$157K	0.49%	61
2022 Q1	$3.4M	Sell	15,869 -699	-4%	-$149K	0.52%	59
2021 Q4	$3.55M	Buy	16,568 +59	+0.4%	+$12K	0.52%	55
2021 Q3	$3.01M	Sell	16,509 -200	-1%	-$39.5K	0.49%	59
2021 Q2	$3.48M	Sell	16,709 -476	-3%	-$95.2K	0.56%	54
2021 Q1	$2.92M	Sell	17,185 -654	-4%	-$106K	0.49%	59
2020 Q4	$3M	Sell	17,839 -1,115	-6%	-$188K	0.53%	61
2020 Q3	$3.16M	Sell	18,954 -1,087	-5%	-$158K	0.56%	56
2020 Q2	$2.23M	Buy	+20,041	New	+$2M	0.41%	72

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

Canandaigua National Corp's UPS Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in United Parcel Service (UPS) in Q1 2026: 20,015 shares worth $1.97M. The stake represents 0.18% of the portfolio and ranks #115 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in UPS as recently as Q4 2022.

Canandaigua National Corp first reported a position in UPS in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.55M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Canandaigua National Corp held 20,015 shares of United Parcel Service worth $1.97M as of Q1 2026.
United Parcel Service was a new Canandaigua National Corp position in Q1 2026.
United Parcel Service made up 0.18% of Canandaigua National Corp's portfolio in Q1 2026, its #115 holding.
Canandaigua National Corp first reported a position in United Parcel Service in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's United Parcel Service position peaked at $3.55M in Q4 2021.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.