Cerity Partners’s United Parcel Service UPS Stock Holding History

Cerity Partners’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	$787K	Buy	+8,000	New	+$858K	﹤0.01%	1994

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

Cerity Partners's UPS Position: Q1 2026 in Review

Cerity Partners increased its United Parcel Service (UPS) stake by 2.1% in Q1 2026, buying an estimated $1.15M and bringing the position to 532,115 shares worth $52.3M. The position accounts for 0.07% of the portfolio, ranked #231.

Cerity Partners first reported a position in UPS in Q1 2017 and has held it in 37 quarters since. The position peaked at $73.2M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cerity Partners held 532,115 shares of United Parcel Service worth $52.3M as of Q1 2026.
Cerity Partners bought 10,754 United Parcel Service shares in Q1 2026, an estimated $1.15M.
United Parcel Service made up 0.07% of Cerity Partners's portfolio in Q1 2026, its #231 holding.
Cerity Partners first reported a position in United Parcel Service in Q1 2017 and has held it in 37 quarters since.
Cerity Partners's United Parcel Service position peaked at $73.2M in Q1 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.