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Empowered Funds’s United Parcel Service UPS Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-31,760
Closed -$5.52M – 714
2022
Q4 		$5.52M Buy
+31,760
New +$5.5M 0.36% 76

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

Empowered Funds's UPS Position: Q1 2026 in Review

Empowered Funds opened a new position in United Parcel Service (UPS) in Q1 2026: 212,808 shares worth $20.9M. The stake represents 0.13% of the portfolio and ranks #147 among its holdings. This is a return to the name: Empowered Funds previously reported a position in UPS as recently as Q3 2025.

Empowered Funds first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Empowered Funds held 212,808 shares of United Parcel Service worth $20.9M as of Q1 2026.
  • United Parcel Service was a new Empowered Funds position in Q1 2026.
  • United Parcel Service made up 0.13% of Empowered Funds's portfolio in Q1 2026, its #147 holding.
  • Empowered Funds first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.