Clean Yield Group’s United Parcel Service UPS Stock Holding History

Clean Yield Group’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	$1.33M	Buy	13,505 +332	+3%	+$35.6K	0.37%	63
2025 Q4	$1.31M	Sell	13,173 -1,285	-9%	-$120K	0.36%	65
2025 Q3	$1.21M	Buy	14,458 +62	+0.4%	+$5.62K	0.34%	65
2025 Q2	$1.45M	Buy	14,396 +206	+1%	+$20.3K	0.43%	58
2025 Q1	$1.56M	Sell	14,190 -281	-2%	-$33.6K	0.51%	56
2024 Q4	$1.82M	Buy	14,471 +467	+3%	+$61.5K	0.58%	52
2024 Q3	$1.91M	Buy	14,004 +4,250	+44%	+$558K	0.61%	52
2024 Q2	$1.33M	Buy	9,754 +1,952	+25%	+$279K	0.5%	54
2024 Q1	$1.16M	Buy	7,802 +6,781	+664%	+$1.03M	0.45%	56
2023 Q4	$161K	Hold	1,021	–	–	0.07%	135
2023 Q3	$159K	Hold	1,021	–	–	0.07%	129
2023 Q2	$183K	Sell	1,021 -100	-9%	-$17.8K	0.08%	122
2023 Q1	$217K	Sell	1,121 -10	-0.9%	-$1.83K	0.09%	119
2022 Q4	$197K	Buy	1,131 +10	+0.9%	+$1.73K	0.08%	130
2022 Q3	$181K	Hold	1,121	–	–	0.08%	130
2022 Q2	$205K	Sell	1,121 -250	-18%	-$45.6K	0.08%	130
2022 Q1	$294K	Buy	1,371 +18	+1%	+$3.83K	0.1%	120
2021 Q4	$290K	Buy	1,353 +100	+8%	+$20.3K	0.09%	129
2021 Q3	$228K	Buy	1,253 +53	+4%	+$10.5K	0.07%	144
2021 Q2	$250K	Hold	1,200	–	–	0.09%	130
2021 Q1	$204K	Sell	1,200 -780	-39%	-$126K	0.08%	143
2020 Q4	$333K	Sell	1,980 -23	-1%	-$3.88K	0.12%	99
2020 Q3	$334K	Buy	2,003 +46	+2%	+$6.7K	0.14%	94
2020 Q2	$218K	Sell	1,957 -290	-13%	-$28.9K	0.09%	116
2020 Q1	$210K	Sell	2,247 -1,100	-33%	-$114K	0.1%	113
2019 Q4	$392K	Sell	3,347 -50	-1%	-$5.92K	0.12%	103
2019 Q3	$407K	Buy	3,397 +400	+13%	+$45.7K	0.13%	95
2019 Q2	$310K	Sell	2,997 -852	-22%	-$88.6K	0.11%	107
2019 Q1	$430K	Sell	3,849 -3,995	-51%	-$424K	0.17%	89
2018 Q4	$765K	Sell	7,844 -2,820	-26%	-$306K	0.33%	71
2018 Q3	$1.25M	Sell	10,664 -510	-5%	-$60K	0.5%	62
2018 Q2	$1.19M	Sell	11,174 -173	-2%	-$19.4K	0.49%	62
2018 Q1	$1.19M	Sell	11,347 -7,399	-39%	-$855K	0.5%	62
2017 Q4	$2.23M	Sell	18,746 -245	-1%	-$28.8K	0.88%	43
2017 Q3	$2.28M	Sell	18,991 -1,899	-9%	-$216K	0.93%	40
2017 Q2	$2.35M	Sell	20,890 -215	-1%	-$23K	0.98%	38
2017 Q1	$2.27M	Sell	21,105 -268	-1%	-$29.3K	0.95%	38
2016 Q4	$2.45M	Buy	21,373 +30	+0.1%	+$3.38K	1.11%	37
2016 Q3	$2.33M	Buy	21,343 +70	+0.3%	+$7.64K	1.01%	35
2016 Q2	$2.29M	Buy	21,273 +640	+3%	+$66.6K	0.98%	38
2016 Q1	$2.17M	Sell	20,633 -693	-3%	-$67.3K	0.97%	41
2015 Q4	$1.92M	Buy	21,326 +2,554	+14%	+$261K	0.95%	43
2015 Q3	$1.93M	Buy	18,772 +1,067	+6%	+$105K	0.91%	45
2015 Q2	$1.72M	Sell	17,705 -723	-4%	-$71.8K	0.79%	49
2015 Q1	$1.79M	Sell	18,428 -99	-0.5%	-$10.2K	0.77%	48
2014 Q4	$2.06M	Sell	18,527 -50	-0.3%	-$5.28K	0.92%	40
2014 Q3	$1.83M	Buy	18,577 +10,055	+118%	+$999K	0.88%	45
2014 Q2	$875K	Sell	8,522 -25	-0.3%	-$2.51K	0.43%	72
2014 Q1	$832K	Hold	8,547	–	–	0.43%	72
2013 Q4	$898K	Sell	8,547 -25	-0.3%	-$2.46K	0.48%	69
2013 Q3	$783K	Buy	8,572 +1,600	+23%	+$141K	0.42%	69
2013 Q2	$603K	Buy	+6,972	New	+$598K	0.34%	73

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

Clean Yield Group's UPS Position: Q1 2026 in Review

Clean Yield Group increased its United Parcel Service (UPS) stake by 2.5% in Q1 2026, buying an estimated $35.6K and bringing the position to 13,505 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #63.

Clean Yield Group first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.45M in Q4 2016. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Clean Yield Group held 13,505 shares of United Parcel Service worth $1.33M as of Q1 2026.
Clean Yield Group bought 332 United Parcel Service shares in Q1 2026, an estimated $35.6K.
United Parcel Service made up 0.37% of Clean Yield Group's portfolio in Q1 2026, its #63 holding.
Clean Yield Group first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's United Parcel Service position peaked at $2.45M in Q4 2016.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.