Cladis Investment Advisory’s United Parcel Service UPS Stock Holding History

Cladis Investment Advisory’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	$1.93M	Sell	19,570 -2,968	-13%	-$318K	1.06%	23
2025 Q4	$2.24M	Sell	22,538 -5,398	-19%	-$505K	1.22%	18
2025 Q3	$2.33M	Buy	27,936 +8,344	+43%	+$756K	1.34%	17
2025 Q2	$1.98M	Buy	19,592 +3,876	+25%	+$381K	1.24%	20
2025 Q1	$1.73M	Buy	15,716 +3,701	+31%	+$443K	1.25%	21
2024 Q4	$1.52M	Buy	12,015 +876	+8%	+$115K	1.07%	28
2024 Q3	$1.52M	Buy	11,139 +4,083	+58%	+$536K	1.05%	26
2024 Q2	$966K	Buy	7,056 +164	+2%	+$23.5K	0.7%	43
2024 Q1	$1.02M	Buy	6,892 +2,825	+69%	+$429K	0.75%	43
2023 Q4	$640K	Buy	4,067 +987	+32%	+$149K	0.5%	63
2023 Q3	$480K	Buy	3,080 +1,281	+71%	+$221K	0.42%	68
2023 Q2	$323K	Hold	1,799	–	–	0.28%	97
2023 Q1	$349K	Hold	1,799	–	–	0.31%	86
2022 Q4	$313K	Buy	1,799 +1	+0.1%	+$173	0.31%	93
2022 Q3	$290K	Hold	1,798	–	–	0.31%	95
2022 Q2	$328K	Buy	1,798 +1	+0.1%	+$182	0.33%	92
2022 Q1	$385K	Hold	1,797	–	–	0.31%	91
2021 Q4	$385K	Buy	+1,797	New	+$365K	0.31%	99

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

Cladis Investment Advisory's UPS Position: Q1 2026 in Review

Cladis Investment Advisory reduced its United Parcel Service (UPS) stake by 13% in Q1 2026, selling an estimated $318K and leaving 19,570 shares worth $1.93M. The position accounts for 1.06% of the portfolio, ranked #23.

Cladis Investment Advisory first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.33M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cladis Investment Advisory held 19,570 shares of United Parcel Service worth $1.93M as of Q1 2026.
Cladis Investment Advisory sold 2,968 United Parcel Service shares in Q1 2026, an estimated $318K.
United Parcel Service made up 1.06% of Cladis Investment Advisory's portfolio in Q1 2026, its #23 holding.
Cladis Investment Advisory first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's United Parcel Service position peaked at $2.33M in Q3 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.