Douglass Winthrop Advisors’s United Parcel Service UPS Stock Holding History

Douglass Winthrop Advisors’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	$1.26M	Hold	12,790	–	–	0.02%	142
2025 Q4	$1.27M	Sell	12,790 -1	-0%	-$94	0.02%	140
2025 Q3	$1.07M	Sell	12,791 -299	-2%	-$27.1K	0.02%	149
2025 Q2	$1.32M	Hold	13,090	–	–	0.02%	132
2025 Q1	$1.44M	Sell	13,090 -35	-0.3%	-$4.18K	0.03%	120
2024 Q4	$1.66M	Hold	13,125	–	–	0.03%	116
2024 Q3	$1.79M	Sell	13,125 -188	-1%	-$24.7K	0.03%	109
2024 Q2	$1.82M	Sell	13,313 -155	-1%	-$22.2K	0.04%	104
2024 Q1	$2M	Sell	13,468 -325	-2%	-$49.4K	0.04%	103
2023 Q4	$2.17M	Hold	13,793	–	–	0.05%	91
2023 Q3	$2.15M	Sell	13,793 -42	-0.3%	-$7.25K	0.05%	91
2023 Q2	$2.48M	Hold	13,835	–	–	0.06%	89
2023 Q1	$2.68M	Sell	13,835 -128	-0.9%	-$23.5K	0.07%	83
2022 Q4	$2.43M	Hold	13,963	–	–	0.07%	88
2022 Q3	$2.26M	Hold	13,963	–	–	0.07%	90
2022 Q2	$2.55M	Hold	13,963	–	–	0.07%	89
2022 Q1	$3M	Sell	13,963 -222	-2%	-$47.2K	0.07%	85
2021 Q4	$3.04M	Hold	14,185	–	–	0.07%	92
2021 Q3	$2.58M	Hold	14,185	–	–	0.06%	98
2021 Q2	$2.95M	Buy	14,185 +500	+4%	+$100K	0.07%	89
2021 Q1	$2.33M	Hold	13,685	–	–	0.06%	100
2020 Q4	$2.31M	Buy	13,685 +131	+1%	+$22.1K	0.07%	84
2020 Q3	$2.26M	Buy	13,554 +49	+0.4%	+$7.13K	0.07%	78
2020 Q2	$1.5M	Buy	13,505 +45	+0.3%	+$4.49K	0.06%	92
2020 Q1	$1.26M	Sell	13,460 -174	-1%	-$18K	0.06%	97
2019 Q4	$1.6M	Sell	13,634 -1,897	-12%	-$225K	0.06%	102
2019 Q3	$1.86M	Sell	15,531 -1,969	-11%	-$225K	0.07%	93
2019 Q2	$1.81M	Sell	17,500 -3,693	-17%	-$384K	0.07%	93
2019 Q1	$2.37M	Sell	21,193 -407	-2%	-$43.2K	0.1%	84
2018 Q4	$2.11M	Buy	21,600 +14,925	+224%	+$1.62M	0.1%	92
2018 Q3	$779K	Sell	6,675 -20,400	-75%	-$2.4M	0.03%	135
2018 Q2	$2.88M	Sell	27,075 -1,050	-4%	-$118K	0.13%	90
2018 Q1	$2.94M	Buy	28,125 +830	+3%	+$95.9K	0.14%	88
2017 Q4	$3.25M	Hold	27,295	–	–	0.18%	71
2017 Q3	$3.28M	Sell	27,295 -520	-2%	-$59.1K	0.19%	69
2017 Q2	$3.08M	Buy	27,815 +790	+3%	+$84.4K	0.19%	68
2017 Q1	$2.9M	Sell	27,025 -3,450	-11%	-$377K	0.18%	67
2016 Q4	$3.49M	Sell	30,475 -137	-0.4%	-$15.4K	0.24%	62
2016 Q3	$3.35M	Buy	30,612 +670	+2%	+$73.2K	0.23%	61
2016 Q2	$3.23M	Buy	29,942 +975	+3%	+$101K	0.23%	64
2016 Q1	$3.06M	Buy	28,967 +260	+0.9%	+$25.3K	0.22%	65
2015 Q4	$2.76M	Sell	28,707 -200	-0.7%	-$20.4K	0.2%	74
2015 Q3	$2.85M	Buy	28,907 +6,737	+30%	+$665K	0.22%	68
2015 Q2	$2.15M	Hold	22,170	–	–	0.17%	83
2015 Q1	$2.15M	Buy	22,170 +20,068	+955%	+$2.06M	0.17%	83
2014 Q4	$234K	Buy	+2,102	New	+$222K	0.02%	193

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

Douglass Winthrop Advisors's UPS Position: Q1 2026 in Review

Douglass Winthrop Advisors held its United Parcel Service (UPS) position steady in Q1 2026 at 12,790 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #142.

Douglass Winthrop Advisors first reported a position in UPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.49M in Q4 2016. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Douglass Winthrop Advisors held 12,790 shares of United Parcel Service worth $1.26M as of Q1 2026.
Douglass Winthrop Advisors left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #142 holding.
Douglass Winthrop Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 46 quarters since.
Douglass Winthrop Advisors's United Parcel Service position peaked at $3.49M in Q4 2016.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.