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Capital Management’s United Parcel Service UPS Stock Holding History

Capital Management’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 		$5.87M Sell
59,668
-13,875
-19% -$1.49M 1% 37
2025
Q4 		$7.29M Sell
73,543
-11,618
-14% -$1.09M 1.2% 32
2025
Q3 		$7.11M Buy
85,161
+11,821
+16% +$1.07M 1.12% 33
2025
Q2 		$7.4M Buy
73,340
+13,029
+22% +$1.28M 1.26% 33
2025
Q1 		$6.63M Buy
60,311
+11,377
+23% +$1.36M 1.15% 39
2024
Q4 		$6.17M Buy
48,934
+7,541
+18% +$992K 1.11% 37
2024
Q3 		$5.64M Buy
41,393
+6,716
+19% +$882K 1% 41
2024
Q2 		$4.75M Sell
34,677
-12,939
-27% -$1.85M 0.95% 40
2024
Q1 		$7.08M Buy
47,616
+3,974
+9% +$604K 1.35% 34
2023
Q4 		$6.86M Sell
43,642
-14,051
-24% -$2.12M 1.35% 35
2023
Q3 		$8.99M Buy
57,693
+12,387
+27% +$2.14M 2.03% 22
2023
Q2 		$8.12M Sell
45,306
-8,210
-15% -$1.46M 1.74% 25
2023
Q1 		$10.4M Sell
53,516
-10,034
-16% -$1.84M 2.38% 15
2022
Q4 		$11M Buy
63,550
+8,278
+15% +$1.43M 2.72% 13
2022
Q3 		$8.93M Sell
55,272
-5,096
-8% -$965K 2.52% 14
2022
Q2 		$11M Buy
60,368
+16,200
+37% +$2.95M 2.72% 13
2022
Q1 		$9.47M Buy
44,168
+1,797
+4% +$382K 2.03% 21
2021
Q4 		$9.08M Buy
42,371
+2,772
+7% +$564K 1.89% 23
2021
Q3 		$7.21M Buy
39,599
+6,559
+20% +$1.29M 1.57% 25
2021
Q2 		$6.87M Sell
33,040
-8,637
-21% -$1.73M 1.46% 30
2021
Q1 		$7.08M Buy
41,677
+26,527
+175% +$4.29M 1.58% 29
2020
Q4 		$2.55M Sell
15,150
-405
-3% -$68.4K 0.7% 38
2020
Q3 		$2.59M Sell
15,555
-31,168
-67% -$4.54M 0.81% 37
2020
Q2 		$5.2M Sell
46,723
-55,721
-54% -$5.56M 1.73% 27
2020
Q1 		$9.57M Buy
102,444
+68,205
+199% +$7.07M 3.5% 8
2019
Q4 		$4.01M Sell
34,239
-607
-2% -$71.9K 1.02% 38
2019
Q3 		$4.17M Sell
34,846
-4,840
-12% -$553K 1.14% 37
2019
Q2 		$4.1M Buy
39,686
+6,773
+21% +$704K 1.13% 38
2019
Q1 		$3.68M Buy
32,913
+6,244
+23% +$662K 1.01% 39
2018
Q4 		$2.6M Buy
+26,669
New +$2.89M 0.81% 40
2015
Q1 		– Sell
-28,331
Closed -$3.15M – 89
2014
Q4 		$3.15M Buy
28,331
+25,750
+998% +$2.72M 0.97% 35
2014
Q3 		$254K Buy
2,581
+157
+6% +$15.6K 0.08% 71
2014
Q2 		$249K Hold
2,424
– – 0.08% 73
2014
Q1 		$236K Sell
2,424
-739
-23% -$72K 0.08% 73
2013
Q4 		$332K Hold
3,163
– – 0.12% 61
2013
Q3 		$289K Buy
3,163
+350
+12% +$30.8K 0.11% 61
2013
Q2 		$243K Buy
+2,813
New +$241K 0.1% 65

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

Capital Management's UPS Position: Q1 2026 in Review

Capital Management reduced its United Parcel Service (UPS) stake by 19% in Q1 2026, selling an estimated $1.49M and leaving 59,668 shares worth $5.87M. The position accounts for 1% of the portfolio, ranked #37.

Capital Management first reported a position in UPS in Q2 2013 and has held it in 37 quarters since. The position peaked at $11M in Q4 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Capital Management held 59,668 shares of United Parcel Service worth $5.87M as of Q1 2026.
  • Capital Management sold 13,875 United Parcel Service shares in Q1 2026, an estimated $1.49M.
  • United Parcel Service made up 1% of Capital Management's portfolio in Q1 2026, its #37 holding.
  • Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 37 quarters since.
  • Capital Management's United Parcel Service position peaked at $11M in Q4 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.