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
2021 Q4	–	Sell	-611	Closed	-$111K	–	1274
2021 Q3	$111K	Buy	+611	New	+$121K	0.06%	217

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

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. 2,098 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.
2,098 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.