CRI
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Commonwealth Retirement Investments’s United Parcel Service UPS Stock Holding History

Commonwealth Retirement Investments’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 		$4.52M Buy
45,990
+5,031
+12% +$540K 1.4% 19
2025
Q4 		$4.06M Sell
40,959
-9,848
-19% -$921K 1.31% 23
2025
Q3 		$4.24M Buy
50,807
+3,921
+8% +$355K 1.44% 17
2025
Q2 		$4.73M Buy
46,886
+12,582
+37% +$1.24M 1.8% 16
2025
Q1 		$3.77M Buy
34,304
+5,884
+21% +$704K 1.53% 19
2024
Q4 		$3.58M Sell
28,420
-2,421
-8% -$319K 1.48% 19
2024
Q3 		$4.2M Buy
30,841
+1,256
+4% +$165K 1.76% 18
2024
Q2 		$4.05M Buy
29,585
+1,037
+4% +$148K 1.85% 18
2024
Q1 		$4.24M Buy
28,548
+4,222
+17% +$642K 2.03% 18
2023
Q4 		$3.82M Buy
24,326
+1,041
+4% +$157K 2.03% 16
2023
Q3 		$3.63M Buy
23,285
+1,150
+5% +$198K 2.09% 18
2023
Q2 		$3.97M Buy
22,135
+617
+3% +$110K 2.21% 19
2023
Q1 		$4.17M Buy
21,518
+299
+1% +$54.8K 2.48% 18
2022
Q4 		$3.69M Buy
+21,219
New +$3.67M 2.24% 21

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

Commonwealth Retirement Investments's UPS Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its United Parcel Service (UPS) stake by 12% in Q1 2026, buying an estimated $540K and bringing the position to 45,990 shares worth $4.52M. The position accounts for 1.4% of the portfolio, ranked #19.

Commonwealth Retirement Investments first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.73M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Commonwealth Retirement Investments held 45,990 shares of United Parcel Service worth $4.52M as of Q1 2026.
  • Commonwealth Retirement Investments bought 5,031 United Parcel Service shares in Q1 2026, an estimated $540K.
  • United Parcel Service made up 1.4% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #19 holding.
  • Commonwealth Retirement Investments first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's United Parcel Service position peaked at $4.73M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.