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CFO Capital Management’s United Parcel Service UPS Stock Holding History

CFO 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 		$210K Buy
2,210
+57
+3% +$6.11K 0.17% 101
2025
Q4 		$214K Buy
+2,153
New +$201K 0.16% 110

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFO Capital Management's UPS Position: Q1 2026 in Review

CFO Capital Management increased its United Parcel Service (UPS) stake by 2.6% in Q1 2026, buying an estimated $6.11K and bringing the position to 2,210 shares worth $210K. The position accounts for 0.17% of the portfolio, ranked #101.

CFO Capital Management first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • CFO Capital Management held 2,210 shares of United Parcel Service worth $210K as of Q1 2026.
  • CFO Capital Management bought 57 United Parcel Service shares in Q1 2026, an estimated $6.11K.
  • United Parcel Service made up 0.17% of CFO Capital Management's portfolio in Q1 2026, its #101 holding.
  • CFO Capital Management first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's United Parcel Service position peaked at $214K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.