Eldridge Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $745K | Buy |
7,571
+7
| +0.1% | +$751 | 0.16% | 82 |
|
|
2025
Q4 | $750K | Buy |
7,564
+8
| +0.1% | +$748 | 0.17% | 84 |
|
|
2025
Q3 | $631K | Buy |
7,556
+9
| +0.1% | +$815 | 0.14% | 95 |
|
|
2025
Q2 | $762K | Sell |
7,547
-25
| -0.3% | -$2.46K | 0.16% | 88 |
|
|
2025
Q1 | $833K | Sell |
7,572
-124
| -2% | -$14.8K | 0.19% | 83 |
|
|
2024
Q4 | $971K | Buy |
7,696
+5
| +0.1% | +$658 | 0.23% | 82 |
|
|
2024
Q3 | $1.05M | Buy |
7,691
+256
| +3% | +$33.6K | 0.25% | 76 |
|
|
2024
Q2 | $1.02M | Buy |
7,435
+11
| +0.1% | +$1.57K | 0.26% | 78 |
|
|
2024
Q1 | $1.1M | Buy |
7,424
+5
| +0.1% | +$760 | 0.28% | 76 |
|
|
2023
Q4 | $1.17M | Buy |
7,419
+4
| +0.1% | +$605 | 0.31% | 70 |
|
|
2023
Q3 | $1.16M | Buy |
7,415
+4
| +0.1% | +$690 | 0.38% | 53 |
|
|
2023
Q2 | $1.33M | Buy |
7,411
+5
| +0.1% | +$888 | 0.43% | 44 |
|
|
2023
Q1 | $1.44M | Buy |
7,406
+4
| +0.1% | +$734 | 0.5% | 46 |
|
|
2022
Q4 | $1.29M | Buy |
7,402
+3
| +0% | +$519 | 0.45% | 45 |
|
|
2022
Q3 | $1.2M | Buy |
7,399
+3
| +0% | +$568 | 0.46% | 43 |
|
|
2022
Q2 | $1.35M | Buy |
7,396
+36
| +0.5% | +$6.57K | 0.51% | 36 |
|
|
2022
Q1 | $1.58M | Buy |
7,360
+3
| +0% | +$637 | 0.53% | 36 |
|
|
2021
Q4 | $1.58M | Buy |
7,357
+2
| +0% | +$407 | 0.52% | 33 |
|
|
2021
Q3 | $1.34M | Buy |
7,355
+2
| +0% | +$395 | 0.48% | 37 |
|
|
2021
Q2 | $1.53M | Buy |
7,353
+2
| +0% | +$400 | 0.55% | 35 |
|
|
2021
Q1 | $1.25M | Buy |
7,351
+3
| +0% | +$485 | 0.48% | 36 |
|
|
2020
Q4 | $1.24M | Buy |
7,348
+2
| +0% | +$338 | 0.52% | 33 |
|
|
2020
Q3 | $1.22M | Buy |
7,346
+3
| +0% | +$437 | 0.58% | 31 |
|
|
2020
Q2 | $816K | Buy |
7,343
+3
| +0% | +$299 | 0.41% | 34 |
|
|
2020
Q1 | $686K | Buy |
7,340
+5
| +0.1% | +$518 | 0.39% | 36 |
|
|
2019
Q4 | $859K | Buy |
7,335
+3
| +0% | +$355 | 0.42% | 38 |
|
|
2019
Q3 | $879K | Buy |
7,332
+3
| +0% | +$343 | 0.45% | 34 |
|
|
2019
Q2 | $757K | Buy |
7,329
+3
| +0% | +$312 | 0.4% | 37 |
|
|
2019
Q1 | $819K | Buy |
7,326
+4
| +0.1% | +$424 | 0.44% | 37 |
|
|
2018
Q4 | $714K | Sell |
7,322
-82
| -1% | -$8.89K | 0.44% | 37 |
|
|
2018
Q3 | $864K | Buy |
7,404
+88
| +1% | +$10.4K | 0.55% | 26 |
|
|
2018
Q2 | $777K | Buy |
7,316
+3
| +0% | +$337 | 0.55% | 28 |
|
|
2018
Q1 | $765K | Buy |
7,313
+353
| +5% | +$40.8K | 0.57% | 26 |
|
|
2017
Q4 | $856K | Buy |
+6,960
| New | +$818K | 0.66% | 27 |
|
Other funds holding UPS
VCM
VPM
Eldridge Investment Advisors's UPS Position: Q1 2026 in Review
Eldridge Investment Advisors increased its United Parcel Service (UPS) stake by 0.09% in Q1 2026, buying an estimated $751 and bringing the position to 7,571 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #82.
Eldridge Investment Advisors first reported a position in UPS in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.58M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Eldridge Investment Advisors held 7,571 shares of United Parcel Service worth $745K as of Q1 2026.
- Eldridge Investment Advisors bought 7 United Parcel Service shares in Q1 2026, an estimated $751.
- United Parcel Service made up 0.16% of Eldridge Investment Advisors's portfolio in Q1 2026, its #82 holding.
- Eldridge Investment Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's United Parcel Service position peaked at $1.58M in Q1 2022.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.