Capital CS Group’s United Parcel Service UPS Stock Holding History

Capital CS Group’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
2025 Q4	–	Sell	-61,100	Closed	-$18K	–	97
2025 Q3	$18K	Buy	+61,100	New	+$5.53M	0.03%	76
2023 Q4	–	Sell	-11,700	Closed	-$4.74K	–	115
2023 Q3	$4.74K	Buy	+11,700	New	+$2.02M	0.01%	72
2022 Q3	–	Sell	-95,900	Closed	-$60K	–	73
2022 Q2	$60K	Buy	+95,900	New	+$17.5M	0.06%	46
2021 Q4	–	Sell	-23,700	Closed	-$75K	–	95
2021 Q3	$75K	Hold	23,700	–	–	0.07%	61
2021 Q2	$304K	Buy	+23,700	New	+$4.74M	0.25%	58

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

Capital CS Group's UPS Position: Q1 2026 in Review

Capital CS Group increased its United Parcel Service (UPS) stake by 2.6% in Q1 2026, buying an estimated $623K and bringing the position to 225,038 shares worth $22.1M. The position accounts for 45.55% of the portfolio, ranked #1.

Capital CS Group first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $75.1M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Capital CS Group held 225,038 shares of United Parcel Service worth $22.1M as of Q1 2026.
Capital CS Group bought 5,807 United Parcel Service shares in Q1 2026, an estimated $623K.
United Parcel Service made up 45.55% of Capital CS Group's portfolio in Q1 2026, its #1 holding.
Capital CS Group first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
Capital CS Group's United Parcel Service position peaked at $75.1M in Q1 2022.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.