EBA
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Eagle Bay Advisors’s United Parcel Service UPS Stock Holding History

Eagle Bay 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 		– Sell
-234
Closed -$23.2K – 257
2025
Q4 		$23.2K Buy
+234
New +$21.9K 0.02% 238
2025
Q1 		– Sell
-203
Closed -$25.6K – 902
2024
Q4 		$25.6K Sell
203
-157
-44% -$20.7K 0.02% 429
2024
Q3 		$49.1K Buy
360
+58
+19% +$7.62K 0.02% 450
2024
Q2 		$41.3K Sell
302
-361
-54% -$51.7K 0.03% 352
2024
Q1 		$98.5K Sell
663
-28
-4% -$4.26K 0.06% 213
2023
Q4 		$109K Sell
691
-397
-36% -$60K 0.07% 200
2023
Q3 		$170K Buy
1,088
+225
+26% +$38.8K 0.08% 161
2023
Q2 		$155K Sell
863
-98
-10% -$17.4K 0.09% 145
2023
Q1 		$186K Sell
961
-103
-10% -$18.9K 0.1% 139
2022
Q4 		$185K Sell
1,064
-301
-22% -$52.1K 0.1% 143
2022
Q3 		$221K Sell
1,365
-41
-3% -$7.76K 0.14% 113
2022
Q2 		$257K Buy
1,406
+960
+215% +$175K 0.16% 106
2022
Q1 		$95K Sell
446
-529
-54% -$112K 0.08% 98
2021
Q4 		$209K Buy
975
+104
+12% +$21.2K 0.13% 98
2021
Q3 		$158K Buy
871
+73
+9% +$14.4K 0.09% 153
2021
Q2 		$169K Buy
+798
New +$160K 0.14% 97

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

Eagle Bay Advisors's UPS Position: Q1 2026 in Review

Eagle Bay Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 234 shares — an estimated $23.2K sold.

Eagle Bay Advisors first reported a position in UPS in Q2 2021 and held it in 16 quarters. The position peaked at $257K in Q2 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Eagle Bay Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 234 United Parcel Service shares in Q1 2026, an estimated $23.2K.
  • Eagle Bay Advisors first reported a position in United Parcel Service in Q2 2021 and held it in 16 quarters.
  • Eagle Bay Advisors's United Parcel Service position peaked at $257K in Q2 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.