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Curi RMB Capital’s United Parcel Service UPS Stock Holding History

Curi RMB Capital’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 		$1.27M Buy
12,957
+737
+6% +$79K 0.02% 406
2025
Q4 		$1.21M Buy
12,220
+9,495
+348% +$888K 0.02% 423
2025
Q3 		$228K Buy
2,725
+333
+14% +$30.2K ﹤0.01% 654
2025
Q2 		$241K Buy
+2,392
New +$235K ﹤0.01% 625
2024
Q3 		– Sell
-2,130
Closed -$291K – 559
2024
Q2 		$291K Sell
2,130
-10
-0.5% -$1.43K 0.01% 480
2024
Q1 		$318K Buy
2,140
+404
+23% +$61.4K 0.01% 491
2023
Q4 		$273K Sell
1,736
-533
-23% -$80.6K 0.01% 452
2023
Q3 		$354K Buy
2,269
+584
+35% +$101K 0.01% 411
2023
Q2 		$302K Buy
1,685
+540
+47% +$95.9K 0.01% 436
2023
Q1 		$222K Buy
+1,145
New +$210K 0.01% 463
2022
Q3 		– Sell
-1,133
Closed -$207K – 484
2022
Q2 		$207K Buy
1,133
+46
+4% +$8.39K 0.01% 457
2022
Q1 		$233K Sell
1,087
-87
-7% -$18.5K 0.01% 416
2021
Q4 		$252K Sell
1,174
-50
-4% -$10.2K 0.01% 427
2021
Q3 		$223K Buy
1,224
+75
+7% +$14.8K 0.01% 429
2021
Q2 		$239K Buy
+1,149
New +$230K 0.01% 433
2021
Q1 		– Sell
-1,515
Closed -$255K – 556
2020
Q4 		$255K Buy
1,515
+165
+12% +$27.8K 0.01% 524
2020
Q3 		$225K Buy
+1,350
New +$197K 0.01% 542
2019
Q4 		– Sell
-4,391
Closed -$526K – 743
2019
Q3 		$526K Sell
4,391
-640
-13% -$73.2K 0.01% 476
2019
Q2 		$520K Buy
+5,031
New +$523K 0.01% 538
2018
Q1 		– Sell
-1,964
Closed -$234K – 977
2017
Q4 		$234K Buy
+1,964
New +$231K 0.01% 780
2016
Q4 		– Sell
-2,049
Closed -$224K – 559
2016
Q3 		$224K Buy
2,049
+132
+7% +$14.4K 0.01% 372
2016
Q2 		$206K Hold
1,917
– – 0.01% 394
2016
Q1 		$202K Buy
+1,917
New +$186K 0.01% 347

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

Curi RMB Capital's UPS Position: Q1 2026 in Review

Curi RMB Capital increased its United Parcel Service (UPS) stake by 6% in Q1 2026, buying an estimated $79K and bringing the position to 12,957 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #406.

Curi RMB Capital first reported a position in UPS in Q1 2016 and has held it in 23 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Curi RMB Capital held 12,957 shares of United Parcel Service worth $1.27M as of Q1 2026.
  • Curi RMB Capital bought 737 United Parcel Service shares in Q1 2026, an estimated $79K.
  • United Parcel Service made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #406 holding.
  • Curi RMB Capital first reported a position in United Parcel Service in Q1 2016 and has held it in 23 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.