Diversified Enterprises’s United Parcel Service UPS Stock Holding History

Diversified Enterprises’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	$531K	Buy	5,395 +618	+13%	+$66.3K	0.03%	230
2025 Q4	$474K	Buy	+4,777	New	+$447K	0.03%	222
2025 Q3	–	Sell	-2,467	Closed	-$249K	–	333
2025 Q2	$249K	Buy	2,467 +499	+25%	+$49.1K	0.02%	260
2025 Q1	$216K	Buy	+1,968	New	+$235K	0.02%	285
2024 Q4	–	Sell	-1,530	Closed	-$209K	–	244
2024 Q3	$209K	Buy	+1,530	New	+$201K	0.02%	221

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

Diversified Enterprises's UPS Position: Q1 2026 in Review

Diversified Enterprises increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $66.3K and bringing the position to 5,395 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #230.

Diversified Enterprises first reported a position in UPS in Q3 2024 and has held it in 5 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Diversified Enterprises held 5,395 shares of United Parcel Service worth $531K as of Q1 2026.
Diversified Enterprises bought 618 United Parcel Service shares in Q1 2026, an estimated $66.3K.
United Parcel Service made up 0.03% of Diversified Enterprises's portfolio in Q1 2026, its #230 holding.
Diversified Enterprises first reported a position in United Parcel Service in Q3 2024 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 Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.