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Cohen Investment Advisors’s United Parcel Service UPS Stock Holding History

Cohen Investment Advisors’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 		$3.14M Buy
31,967
+474
+2% +$50.8K 1.49% 32
2025
Q4 		$3.12M Buy
31,493
+1,469
+5% +$137K 1.44% 32
2025
Q3 		$2.51M Buy
30,024
+3,728
+14% +$338K 1.22% 39
2025
Q2 		$2.65M Buy
26,296
+4,680
+22% +$460K 1.39% 38
2025
Q1 		$2.38M Buy
21,616
+2,625
+14% +$314K 1.38% 35
2024
Q4 		$2.39M Buy
18,991
+634
+3% +$83.4K 1.44% 33
2024
Q3 		$2.5M Buy
18,357
+3,835
+26% +$504K 1.53% 33
2024
Q2 		$2.26M Sell
14,522
-2,640
-15% -$378K 1.82% 23
2024
Q1 		$2.55M Buy
17,162
+1,941
+13% +$295K 1.65% 30
2023
Q4 		$2.39M Buy
15,221
+699
+5% +$106K 1.76% 26
2023
Q3 		$2.26M Buy
14,522
+1,337
+10% +$231K 1.82% 23
2023
Q2 		$2.36M Sell
13,185
-1,238
-9% -$220K 1.9% 21
2023
Q1 		$2.8M Sell
14,423
-274
-2% -$50.3K 2.21% 13
2022
Q4 		$2.55M Buy
14,697
+103
+0.7% +$17.8K 2.13% 19
2022
Q3 		$2.36M Sell
14,594
-144
-1% -$27.3K 2.17% 13
2022
Q2 		$2.69M Buy
14,738
+115
+0.8% +$21K 2.3% 13
2022
Q1 		$3.14M Sell
14,623
-271
-2% -$57.6K 2.33% 9
2021
Q4 		$3.19M Sell
14,894
-145
-1% -$29.5K 2.28% 11
2021
Q3 		$2.74M Sell
15,039
-30
-0.2% -$5.92K 2.1% 14
2021
Q2 		$3.13M Sell
15,069
-271
-2% -$54.2K 2.44% 11
2021
Q1 		$2.61M Buy
15,340
+449
+3% +$72.6K 2.12% 17
2020
Q4 		$2.51M Buy
+14,891
New +$2.51M 2.26% 14

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen Investment Advisors's UPS Position: Q1 2026 in Review

Cohen Investment Advisors increased its United Parcel Service (UPS) stake by 1.5% in Q1 2026, buying an estimated $50.8K and bringing the position to 31,967 shares worth $3.14M. The position accounts for 1.49% of the portfolio, ranked #32.

Cohen Investment Advisors first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.19M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Cohen Investment Advisors held 31,967 shares of United Parcel Service worth $3.14M as of Q1 2026.
  • Cohen Investment Advisors bought 474 United Parcel Service shares in Q1 2026, an estimated $50.8K.
  • United Parcel Service made up 1.49% of Cohen Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • Cohen Investment Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's United Parcel Service position peaked at $3.19M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.