Cherokee Insurance’s United Parcel Service UPS Stock Holding History

Cherokee Insurance’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	$1.46M	Buy	14,800 +1,000	+7%	+$107K	0.55%	52
2025 Q4	$1.37M	Sell	13,800 -2,450	-15%	-$229K	0.55%	50
2025 Q3	$1.36M	Buy	16,250 +1,500	+10%	+$136K	0.58%	48
2025 Q2	$1.49M	Hold	14,750	–	–	0.65%	43
2025 Q1	$1.62M	Buy	14,750 +1,500	+11%	+$179K	0.72%	42
2024 Q4	$1.67M	Buy	+13,250	New	+$1.74M	0.76%	39

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

Cherokee Insurance's UPS Position: Q1 2026 in Review

Cherokee Insurance increased its United Parcel Service (UPS) stake by 7.2% in Q1 2026, buying an estimated $107K and bringing the position to 14,800 shares worth $1.46M. The position accounts for 0.55% of the portfolio, ranked #52.

Cherokee Insurance first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cherokee Insurance held 14,800 shares of United Parcel Service worth $1.46M as of Q1 2026.
Cherokee Insurance bought 1,000 United Parcel Service shares in Q1 2026, an estimated $107K.
United Parcel Service made up 0.55% of Cherokee Insurance's portfolio in Q1 2026, its #52 holding.
Cherokee Insurance first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Cherokee Insurance's United Parcel Service position peaked at $1.67M in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.