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Edgemoor Investment Advisors’s United Parcel Service UPS Stock Holding History

Edgemoor Investment 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 		$2.91M Buy
29,611
+3,436
+13% +$368K 0.23% 64
2025
Q4 		$2.6M Buy
26,175
+5,583
+27% +$522K 0.2% 65
2025
Q3 		$1.72M Buy
20,592
+14,477
+237% +$1.31M 0.13% 83
2025
Q2 		$617K Buy
+6,115
New +$602K 0.05% 112
2019
Q1 		– Sell
-47,727
Closed -$4.66M – 142
2018
Q4 		$4.66M Sell
47,727
-32,453
-40% -$3.52M 0.69% 42
2018
Q3 		$9.36M Sell
80,180
-1,814
-2% -$213K 1.16% 31
2018
Q2 		$8.71M Sell
81,994
-1,136
-1% -$128K 1.16% 30
2018
Q1 		$8.7M Buy
83,130
+50
+0.1% +$5.78K 1.16% 34
2017
Q4 		$11M Sell
83,080
-2,580
-3% -$303K 1.39% 25
2017
Q3 		$10.3M Sell
85,660
-1,298
-1% -$148K 1.39% 27
2017
Q2 		$9.61M Sell
86,958
-1,344
-2% -$144K 1.31% 29
2017
Q1 		$9.47M Sell
88,302
-2,865
-3% -$313K 1.35% 31
2016
Q4 		$10.5M Sell
91,167
-1,354
-1% -$153K 1.59% 23
2016
Q3 		$10.1M Sell
92,521
-575
-0.6% -$62.8K 1.56% 20
2016
Q2 		$10M Sell
93,096
-960
-1% -$99.9K 1.58% 17
2016
Q1 		$9.92M Sell
94,056
-3,224
-3% -$313K 1.55% 19
2015
Q4 		$9.36M Sell
97,280
-2,154
-2% -$220K 1.41% 20
2015
Q3 		$9.81M Sell
99,434
-1,036
-1% -$102K 1.49% 23
2015
Q2 		$9.74M Sell
100,470
-4,396
-4% -$437K 1.42% 21
2015
Q1 		$10.2M Sell
104,866
-2,751
-3% -$282K 1.44% 24
2014
Q4 		$12M Sell
107,617
-740
-0.7% -$78.1K 1.76% 20
2014
Q3 		$10.6M Sell
108,357
-796
-0.7% -$79.1K 1.56% 22
2014
Q2 		$11.2M Sell
109,153
-2,577
-2% -$259K 1.65% 23
2014
Q1 		$10.9M Sell
111,730
-222
-0.2% -$21.6K 1.72% 19
2013
Q4 		$11.8M Sell
111,952
-722
-0.6% -$71.1K 1.86% 14
2013
Q3 		$10.3M Sell
112,674
-1,730
-2% -$152K 1.8% 19
2013
Q2 		$9.89M Buy
+114,404
New +$9.81M 1.75% 20

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

Edgemoor Investment Advisors's UPS Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $368K and bringing the position to 29,611 shares worth $2.91M. The position accounts for 0.23% of the portfolio, ranked #64.

Edgemoor Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 27 quarters since. The position peaked at $12M in Q4 2014. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Edgemoor Investment Advisors held 29,611 shares of United Parcel Service worth $2.91M as of Q1 2026.
  • Edgemoor Investment Advisors bought 3,436 United Parcel Service shares in Q1 2026, an estimated $368K.
  • United Parcel Service made up 0.23% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Edgemoor Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 27 quarters since.
  • Edgemoor Investment Advisors's United Parcel Service position peaked at $12M in Q4 2014.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.