D.B. Root & Company’s United Parcel Service UPS Stock Holding History

D.B. Root & Company’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	$261K	Buy	2,654 +595	+29%	+$63.8K	0.06%	165
2025 Q4	$204K	Buy	+2,059	New	+$193K	0.05%	187
2024 Q3	–	Sell	-2,802	Closed	-$383K	–	200
2024 Q2	$383K	Sell	2,802 -4,273	-60%	-$612K	0.13%	133
2024 Q1	$1.05M	Sell	7,075 -404	-5%	-$61.4K	0.36%	75
2023 Q4	$1.18M	Sell	7,479 -114	-2%	-$17.2K	0.43%	67
2023 Q3	$1.18M	Buy	7,593 +141	+2%	+$24.3K	0.46%	58
2023 Q2	$1.34M	Buy	7,452 +259	+4%	+$46K	0.51%	44
2023 Q1	$1.4M	Buy	7,193 +413	+6%	+$75.8K	0.55%	42
2022 Q4	$1.18M	Buy	6,780 +428	+7%	+$74.1K	0.5%	52
2022 Q3	$1.03M	Sell	6,352 -1,455	-19%	-$275K	0.47%	52
2022 Q2	$1.43M	Buy	7,807 +390	+5%	+$71.1K	0.61%	35
2022 Q1	$1.59M	Buy	7,417 +177	+2%	+$37.6K	0.59%	35
2021 Q4	$1.55M	Buy	7,240 +1,640	+29%	+$334K	0.56%	33
2021 Q3	$1.02M	Buy	5,600 +58	+1%	+$11.4K	0.4%	57
2021 Q2	$1.15M	Buy	5,542 +142	+3%	+$28.4K	0.43%	53
2021 Q1	$917K	Buy	5,400 +613	+13%	+$99.2K	0.36%	74
2020 Q4	$806K	Buy	+4,787	New	+$808K	0.32%	80

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

D.B. Root & Company's UPS Position: Q1 2026 in Review

D.B. Root & Company increased its United Parcel Service (UPS) stake by 29% in Q1 2026, buying an estimated $63.8K and bringing the position to 2,654 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #165.

D.B. Root & Company first reported a position in UPS in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.59M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

D.B. Root & Company held 2,654 shares of United Parcel Service worth $261K as of Q1 2026.
D.B. Root & Company bought 595 United Parcel Service shares in Q1 2026, an estimated $63.8K.
United Parcel Service made up 0.06% of D.B. Root & Company's portfolio in Q1 2026, its #165 holding.
D.B. Root & Company first reported a position in United Parcel Service in Q4 2020 and has held it in 17 quarters since.
D.B. Root & Company's United Parcel Service position peaked at $1.59M in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.