Cove Private Wealth’s United Parcel Service UPS Stock Holding History

Cove Private Wealth’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	$66M	Buy	671,340 +603,357	+888%	+$64.7M	15%	1
2025 Q4	$6.74M	Buy	67,983 +10,677	+19%	+$999K	2.01%	9
2025 Q3	$4.79M	Buy	57,306 +50,993	+808%	+$4.62M	1.52%	10
2025 Q2	$637K	Buy	6,313 +4,013	+174%	+$395K	0.22%	88
2025 Q1	$253K	Buy	+2,300	New	+$275K	0.13%	112

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

Cove Private Wealth's UPS Position: Q1 2026 in Review

Cove Private Wealth increased its United Parcel Service (UPS) stake by 888% in Q1 2026, buying an estimated $64.7M and bringing the position to 671,340 shares worth $66M. The position accounts for 15% of the portfolio, ranked #1.

Cove Private Wealth first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Cove Private Wealth held 671,340 shares of United Parcel Service worth $66M as of Q1 2026.
Cove Private Wealth bought 603,357 United Parcel Service shares in Q1 2026, an estimated $64.7M.
United Parcel Service made up 15% of Cove Private Wealth's portfolio in Q1 2026, its #1 holding.
Cove Private Wealth first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.