Clarkston Capital Partners’s United Parcel Service UPS Stock Holding History

Clarkston Capital 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	–	Sell	-211,592	Closed	-$21M	–	176
2025 Q4	$21M	Sell	211,592 -348	-0.2%	-$32.6K	0.49%	49
2025 Q3	$17.7M	Sell	211,940 -18,982	-8%	-$1.72M	0.38%	52
2025 Q2	$23.3M	Sell	230,922 -59,377	-20%	-$5.84M	0.49%	44
2025 Q1	$31.9M	Buy	290,299 +80,413	+38%	+$9.62M	0.63%	37
2024 Q4	$26.5M	Buy	209,886 +5,792	+3%	+$762K	0.51%	40
2024 Q3	$27.8M	Buy	204,094 +3,233	+2%	+$424K	0.51%	36
2024 Q2	$27.5M	Buy	200,861 +56,971	+40%	+$8.16M	0.52%	37
2024 Q1	$21.4M	Buy	143,890 +4,840	+3%	+$736K	0.38%	41
2023 Q4	$21.9M	Sell	139,050 -775	-0.6%	-$117K	0.41%	39
2023 Q3	$21.8M	Sell	139,825 -1,425	-1%	-$246K	0.43%	38
2023 Q2	$25.3M	Sell	141,250 -35	-0%	-$6.21K	0.46%	35
2023 Q1	$27.4M	Sell	141,285 -1,835	-1%	-$337K	0.51%	31
2022 Q4	$24.9M	Buy	143,120 +1,221	+0.9%	+$211K	0.47%	33
2022 Q3	$22.9M	Sell	141,899 -3,607	-2%	-$683K	0.45%	33
2022 Q2	$26.6M	Buy	145,506 +1,032	+0.7%	+$188K	0.49%	31
2022 Q1	$31M	Sell	144,474 -2,973	-2%	-$632K	0.52%	30
2021 Q4	$31.6M	Sell	147,447 -10,417	-7%	-$2.12M	0.54%	31
2021 Q3	$28.7M	Sell	157,864 -4,745	-3%	-$937K	0.52%	30
2021 Q2	$33.8M	Buy	162,609 +2,984	+2%	+$597K	0.6%	31
2021 Q1	$27.1M	Buy	159,625 +15,869	+11%	+$2.57M	0.49%	30
2020 Q4	$24.2M	Sell	143,756 -1,765	-1%	-$298K	0.51%	28
2020 Q3	$24.2M	Sell	145,521 -70,865	-33%	-$10.3M	0.65%	27
2020 Q2	$24.1M	Sell	216,386 -13,790	-6%	-$1.38M	0.68%	30
2020 Q1	$21.5M	Buy	230,176 +7,250	+3%	+$751K	0.7%	32
2019 Q4	$26.1M	Sell	222,926 -1,932	-0.9%	-$229K	0.77%	35
2019 Q3	$26.9M	Sell	224,858 -655	-0.3%	-$74.9K	0.84%	33
2019 Q2	$23.3M	Buy	225,513 +2,320	+1%	+$241K	0.79%	37
2019 Q1	$24.9M	Buy	223,193 +1,890	+0.9%	+$200K	0.83%	38
2018 Q4	$21.6M	Sell	221,303 -6,900	-3%	-$748K	0.83%	37
2018 Q3	$26.6M	Sell	228,203 -325	-0.1%	-$38.3K	0.97%	34
2018 Q2	$24.3M	Buy	228,528 +21,497	+10%	+$2.41M	0.93%	33
2018 Q1	$21.7M	Buy	207,031 +6,330	+3%	+$732K	0.85%	37
2017 Q4	$23.9M	Buy	200,701 +977	+0.5%	+$115K	0.93%	36
2017 Q3	$24M	Buy	199,724 +795	+0.4%	+$90.4K	0.99%	35
2017 Q2	$22M	Buy	198,929 +6,910	+4%	+$739K	0.98%	39
2017 Q1	$20.6M	Buy	192,019 +14,075	+8%	+$1.54M	0.97%	38
2016 Q4	$20.4M	Sell	177,944 -3,785	-2%	-$426K	0.97%	39
2016 Q3	$19.9M	Buy	181,729 +1,538	+0.9%	+$168K	0.96%	39
2016 Q2	$19.4M	Buy	180,191 +8,735	+5%	+$909K	1.01%	39
2016 Q1	$18.1M	Buy	171,456 +20,745	+14%	+$2.02M	1%	37
2015 Q4	$14.5M	Buy	150,711 +3,870	+3%	+$395K	1.01%	39
2015 Q3	$14.5M	Buy	146,841 +8,835	+6%	+$872K	1.32%	34
2015 Q2	$13.4M	Buy	138,006 +6,068	+5%	+$603K	1.37%	29
2015 Q1	$12.8M	Buy	131,938 +76,210	+137%	+$7.82M	1.41%	32
2014 Q4	$6.2M	Buy	55,728 +3,880	+7%	+$409K	0.94%	37
2014 Q3	$5.1M	Buy	51,848 +7,756	+18%	+$771K	0.88%	41
2014 Q2	$4.53M	Buy	44,092 +1,673	+4%	+$168K	0.83%	42
2014 Q1	$4.13M	Buy	42,419 +3,895	+10%	+$380K	0.82%	40
2013 Q4	$4.05M	Buy	38,524 +2,680	+7%	+$264K	1.58%	20
2013 Q3	$3.27M	Buy	35,844 +4,364	+14%	+$384K	1.58%	22
2013 Q2	$2.72M	Buy	+31,480	New	+$2.7M	1.51%	22

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

Clarkston Capital Partners's UPS Position: Q1 2026 in Review

Clarkston Capital Partners sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 211,592 shares — an estimated $21M sold.

Clarkston Capital Partners first reported a position in UPS in Q2 2013 and held it in 51 quarters. The position peaked at $33.8M in Q2 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Clarkston Capital Partners reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 211,592 United Parcel Service shares in Q1 2026, an estimated $21M.
Clarkston Capital Partners first reported a position in United Parcel Service in Q2 2013 and held it in 51 quarters.
Clarkston Capital Partners's United Parcel Service position peaked at $33.8M in Q2 2021.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.