EFS
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Essex Financial Services’s United Parcel Service UPS Stock Holding History

Essex Financial Services’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 		$955K Sell
9,711
-287
-3% -$30.8K 0.05% 303
2025
Q4 		$992K Buy
9,998
+2,035
+26% +$190K 0.06% 281
2025
Q3 		$665K Sell
7,963
-1,539
-16% -$139K 0.04% 358
2025
Q2 		$959K Buy
9,502
+87
+0.9% +$8.56K 0.06% 260
2025
Q1 		$1.04M Buy
9,415
+2,608
+38% +$312K 0.07% 223
2024
Q4 		$858K Sell
6,807
-1,344
-16% -$177K 0.06% 261
2024
Q3 		$1.07M Sell
8,151
-1,390
-15% -$182K 0.08% 225
2024
Q2 		$1.2M Buy
9,541
+3,910
+69% +$560K 0.09% 203
2024
Q1 		$837K Buy
5,631
+441
+8% +$67K 0.08% 228
2023
Q4 		$816K Buy
5,190
+277
+6% +$41.9K 0.08% 226
2023
Q3 		$766K Sell
4,913
-321
-6% -$55.4K 0.09% 215
2023
Q2 		$938K Sell
5,234
-1,367
-21% -$243K 0.11% 180
2023
Q1 		$1.28M Sell
6,601
-427
-6% -$78.3K 0.13% 156
2022
Q4 		$1.22M Sell
7,028
-109
-2% -$18.9K 0.13% 155
2022
Q3 		$1.15M Buy
7,137
+88
+1% +$16.7K 0.14% 149
2022
Q2 		$1.29M Sell
7,049
-230
-3% -$42K 0.14% 141
2022
Q1 		$1.56M Sell
7,279
-762
-9% -$162K 0.15% 142
2021
Q4 		$1.72M Sell
8,041
-266
-3% -$54.1K 0.17% 123
2021
Q3 		$1.51M Buy
8,307
+3,467
+72% +$684K 0.17% 135
2021
Q2 		$823K Hold
4,840
– – 0.12% 180
2021
Q1 		$823K Buy
4,840
+785
+19% +$127K 0.15% 151
2020
Q4 		$683K Sell
4,055
-310
-7% -$52.3K 0.14% 155
2020
Q3 		$727K Buy
4,365
+367
+9% +$53.4K 0.18% 120
2020
Q2 		$445K Buy
3,998
+1,115
+39% +$111K 0.14% 141
2020
Q1 		$269K Buy
2,883
+356
+14% +$36.9K 0.1% 194
2019
Q4 		$296K Sell
2,527
-152
-6% -$18K 0.08% 208
2019
Q3 		$321K Sell
2,679
-140
-5% -$16K 0.1% 177
2019
Q2 		$291K Buy
2,819
+500
+22% +$52K 0.09% 184
2019
Q1 		$259K Sell
2,319
-736
-24% -$78.1K 0.08% 194
2018
Q4 		$298K Sell
3,055
-665
-18% -$72.1K 0.09% 177
2018
Q3 		$434K Sell
3,720
-550
-13% -$64.7K 0.1% 175
2018
Q2 		$454K Hold
4,270
– – 0.11% 169
2018
Q1 		$447K Buy
4,270
+385
+10% +$44.5K 0.09% 215
2017
Q4 		$463K Buy
3,885
+150
+4% +$17.6K 0.11% 164
2017
Q3 		$449K Sell
3,735
-750
-17% -$85.3K 0.11% 161
2017
Q2 		$496K Buy
4,485
+200
+5% +$21.4K 0.1% 191
2017
Q1 		$460K Sell
4,285
-550
-11% -$60.1K 0.11% 188
2016
Q4 		$554K Buy
4,835
+47
+1% +$5.3K 0.12% 163
2016
Q3 		$524K Buy
4,788
+353
+8% +$38.6K 0.12% 157
2016
Q2 		$478K Sell
4,435
-645
-13% -$67.1K 0.12% 170
2016
Q1 		$536K Buy
5,080
+405
+9% +$39.4K 0.13% 159
2015
Q4 		$450K Sell
4,675
-125
-3% -$12.8K 0.11% 185
2015
Q3 		$474K Hold
4,800
– – 0.12% 179
2015
Q2 		$465K Buy
4,800
+100
+2% +$9.94K 0.12% 189
2015
Q1 		$456K Buy
4,700
+1,100
+31% +$113K 0.12% 195
2014
Q4 		$400K Buy
3,600
+1,500
+71% +$158K 0.1% 200
2014
Q3 		$206K Sell
2,100
-48
-2% -$4.77K 0.06% 278
2014
Q2 		$221K Buy
+2,148
New +$216K 0.07% 273
2014
Q1 		– Sell
-2,023
Closed -$213K – 295
2013
Q4 		$213K Buy
+2,023
New +$199K 0.07% 255

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

Essex Financial Services's UPS Position: Q1 2026 in Review

Essex Financial Services reduced its United Parcel Service (UPS) stake by 2.9% in Q1 2026, selling an estimated $30.8K and leaving 9,711 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #303.

Essex Financial Services first reported a position in UPS in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.72M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Essex Financial Services held 9,711 shares of United Parcel Service worth $955K as of Q1 2026.
  • Essex Financial Services sold 287 United Parcel Service shares in Q1 2026, an estimated $30.8K.
  • United Parcel Service made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #303 holding.
  • Essex Financial Services first reported a position in United Parcel Service in Q4 2013 and has held it in 49 quarters since.
  • Essex Financial Services's United Parcel Service position peaked at $1.72M in Q4 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.