CM
UPS icon

Caption Management’s United Parcel Service UPS Stock Holding History

Caption 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 		– Sell
-6,825
Closed -$677K – 2090
2025
Q4 		$677K Sell
6,825
-10,515
-61% -$984K ﹤0.01% 1172
2025
Q3 		$1.45M Hold
17,340
– – 0.01% 969
2025
Q2 		$1.75M Buy
17,340
+5,590
+48% +$550K 0.02% 760
2025
Q1 		$1.29M Buy
+11,750
New +$1.4M 0.01% 827
2023
Q4 		– Sell
-35,832
Closed -$5.59M – 1691
2023
Q3 		$5.59M Buy
35,832
+25,432
+245% +$4.39M 0.09% 287
2023
Q2 		$1.86M Buy
+10,400
New +$1.85M 0.03% 512
2022
Q3 		– Sell
-15,000
Closed -$2.74M – 1862
2022
Q2 		$2.74M Buy
+15,000
New +$2.74M 0.04% 570

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

Caption Management's UPS Position: Q1 2026 in Review

Caption Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 6,825 shares — an estimated $677K sold.

Caption Management first reported a position in UPS in Q2 2022 and held it in 7 quarters. The position peaked at $5.59M in Q3 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Caption Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 6,825 United Parcel Service shares in Q1 2026, an estimated $677K.
  • Caption Management first reported a position in United Parcel Service in Q2 2022 and held it in 7 quarters.
  • Caption Management's United Parcel Service position peaked at $5.59M in Q3 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.