Coston McIsaac & Partners’s United Parcel Service UPS Stock Holding History

Coston McIsaac & 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	$27K	Buy	275 +3	+1%	+$322	0.01%	419
2025 Q4	$27K	Buy	272 +119	+78%	+$11.1K	0.01%	410
2025 Q3	$12K	Buy	153 +1	+0.7%	+$91	﹤0.01%	524
2025 Q2	$15K	Buy	152 +2	+1%	+$197	﹤0.01%	472
2025 Q1	$16K	Buy	150 +1	+0.7%	+$120	﹤0.01%	438
2024 Q4	$18K	Buy	149 +1	+0.7%	+$132	0.01%	407
2024 Q3	$20	Buy	148 +1	+0.7%	+$131	0.01%	400
2024 Q2	$20K	Buy	147 +1	+0.7%	+$143	0.01%	380
2024 Q1	$21K	Hold	146	–	–	0.01%	383
2023 Q4	$22K	Buy	146 +1	+0.7%	+$151	0.01%	373
2023 Q3	$22K	Buy	145 +1	+0.7%	+$173	0.01%	366
2023 Q2	$25K	Sell	144 -12	-8%	-$2.13K	0.01%	382
2023 Q1	$30K	Buy	156 +13	+9%	+$2.38K	0.01%	352
2022 Q4	$24	Buy	143 +1	+0.7%	+$173	0.01%	384
2022 Q3	$23K	Hold	142	–	–	0.01%	319
2022 Q2	$26K	Buy	+142	New	+$25.9K	0.02%	188

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

Coston McIsaac & Partners's UPS Position: Q1 2026 in Review

Coston McIsaac & Partners increased its United Parcel Service (UPS) stake by 1.1% in Q1 2026, buying an estimated $322 and bringing the position to 275 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #419.

Coston McIsaac & Partners first reported a position in UPS in Q2 2022 and has held it in 16 quarters since. The position peaked at $30K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Coston McIsaac & Partners held 275 shares of United Parcel Service worth $27K as of Q1 2026.
Coston McIsaac & Partners bought 3 United Parcel Service shares in Q1 2026, an estimated $322.
United Parcel Service made up 0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #419 holding.
Coston McIsaac & Partners first reported a position in United Parcel Service in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's United Parcel Service position peaked at $30K in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.