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Davis Investment Partners’s United Parcel Service UPS Stock Holding History

Davis Investment 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 		$687K Sell
6,980
-272
-4% -$29.2K 0.24% 72
2025
Q4 		$733K Buy
7,252
+2,586
+55% +$242K 0.26% 65
2025
Q3 		$394K Buy
+4,666
New +$423K 0.13% 127

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

Davis Investment Partners's UPS Position: Q1 2026 in Review

Davis Investment Partners reduced its United Parcel Service (UPS) stake by 3.8% in Q1 2026, selling an estimated $29.2K and leaving 6,980 shares worth $687K. The position accounts for 0.24% of the portfolio, ranked #72.

Davis Investment Partners first reported a position in UPS in Q3 2025 and has held it in 3 quarters since. The position peaked at $733K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Davis Investment Partners held 6,980 shares of United Parcel Service worth $687K as of Q1 2026.
  • Davis Investment Partners sold 272 United Parcel Service shares in Q1 2026, an estimated $29.2K.
  • United Parcel Service made up 0.24% of Davis Investment Partners's portfolio in Q1 2026, its #72 holding.
  • Davis Investment Partners first reported a position in United Parcel Service in Q3 2025 and has held it in 3 quarters since.
  • Davis Investment Partners's United Parcel Service position peaked at $733K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.