EF
UPS icon

Empirical Finance’s United Parcel Service UPS Stock Holding History

Empirical Finance’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 		$2.4M Sell
24,411
-43
-0.2% -$4.61K 0.11% 165
2025
Q4 		$2.43M Sell
24,454
-1,078
-4% -$101K 0.12% 149
2025
Q3 		$2.13M Buy
25,532
+253
+1% +$22.9K 0.1% 175
2025
Q2 		$2.55M Buy
25,279
+163
+0.6% +$16K 0.13% 146
2025
Q1 		$2.76M Buy
25,116
+423
+2% +$50.6K 0.17% 114
2024
Q4 		$3.11M Sell
24,693
-302
-1% -$39.7K 0.18% 103
2024
Q3 		$3.41M Buy
24,995
+525
+2% +$68.9K 0.2% 100
2024
Q2 		$3.35M Sell
24,470
-1,816
-7% -$260K 0.21% 96
2024
Q1 		$3.91M Buy
26,286
+877
+3% +$133K 0.24% 88
2023
Q4 		$4M Buy
25,409
+190
+0.8% +$28.7K 0.28% 76
2023
Q3 		$3.93M Buy
25,219
+2,600
+11% +$449K 0.29% 69
2023
Q2 		$4.05M Buy
22,619
+2,451
+12% +$435K 0.31% 64
2023
Q1 		$3.91M Buy
20,168
+997
+5% +$183K 0.37% 57
2022
Q4 		$3.33M Buy
19,171
+1,550
+9% +$268K 0.35% 62
2022
Q3 		$2.85M Buy
17,621
+3,037
+21% +$575K 0.34% 59
2022
Q2 		$2.66M Buy
14,584
+792
+6% +$144K 0.34% 57
2022
Q1 		$2.96M Buy
13,792
+1,535
+13% +$326K 0.33% 60
2021
Q4 		$2.63M Buy
12,257
+3,323
+37% +$676K 0.31% 61
2021
Q3 		$1.63M Buy
8,934
+536
+6% +$106K 0.25% 78
2021
Q2 		$1.75M Buy
8,398
+1,258
+18% +$252K 0.28% 68
2021
Q1 		$1.2M Hold
7,140
– – 0.21% 121
2020
Q4 		$1.2M Buy
7,140
+1,260
+21% +$213K 0.21% 121
2020
Q3 		$980K Buy
5,880
+1,269
+28% +$185K 0.21% 131
2020
Q2 		$513K Buy
4,611
+577
+14% +$57.6K 0.13% 143
2020
Q1 		$377K Buy
4,034
+1,453
+56% +$151K 0.12% 141
2019
Q4 		$302K Buy
+2,581
New +$306K 0.07% 169
2017
Q1 		– Sell
-405
Closed -$47K – 547
2016
Q4 		$47K Buy
+405
New +$45.6K 0.03% 112

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

Empirical Finance's UPS Position: Q1 2026 in Review

Empirical Finance reduced its United Parcel Service (UPS) stake by 0.18% in Q1 2026, selling an estimated $4.61K and leaving 24,411 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #165.

Empirical Finance first reported a position in UPS in Q4 2016 and has held it in 27 quarters since. The position peaked at $4.05M in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Empirical Finance held 24,411 shares of United Parcel Service worth $2.4M as of Q1 2026.
  • Empirical Finance sold 43 United Parcel Service shares in Q1 2026, an estimated $4.61K.
  • United Parcel Service made up 0.11% of Empirical Finance's portfolio in Q1 2026, its #165 holding.
  • Empirical Finance first reported a position in United Parcel Service in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's United Parcel Service position peaked at $4.05M in Q2 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.