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COWA LLC’s United Parcel Service UPS Stock Holding History

COWA LLC’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 		$2.14M Buy
21,732
+770
+4% +$82.6K 0.58% 33
2025
Q4 		$2.08M Buy
20,962
+2,690
+15% +$252K 0.63% 32
2025
Q3 		$1.53M Buy
18,272
+9,487
+108% +$859K 0.51% 40
2025
Q2 		$887K Buy
8,785
+6,738
+329% +$663K 0.34% 58
2025
Q1 		$225K Buy
+2,047
New +$245K 0.1% 120
2021
Q1 		– Sell
-300
Closed -$49K – 409
2020
Q4 		$49K Buy
+300
New +$50.6K 0.04% 200

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

COWA LLC's UPS Position: Q1 2026 in Review

COWA LLC increased its United Parcel Service (UPS) stake by 3.7% in Q1 2026, buying an estimated $82.6K and bringing the position to 21,732 shares worth $2.14M. The position accounts for 0.58% of the portfolio, ranked #33.

COWA LLC first reported a position in UPS in Q4 2020 and has held it in 6 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • COWA LLC held 21,732 shares of United Parcel Service worth $2.14M as of Q1 2026.
  • COWA LLC bought 770 United Parcel Service shares in Q1 2026, an estimated $82.6K.
  • United Parcel Service made up 0.58% of COWA LLC's portfolio in Q1 2026, its #33 holding.
  • COWA LLC first reported a position in United Parcel Service in Q4 2020 and has held it in 6 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.