Essex Investment Management’s United Parcel Service UPS Stock Holding History

Essex Investment Management’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	$39.7K	Hold	404	–	–	0.01%	269
2025 Q4	$40.1K	Hold	404	–	–	0.01%	268
2025 Q3	$33.7K	Hold	404	–	–	0.01%	268
2025 Q2	$40.8K	Hold	404	–	–	0.01%	255
2025 Q1	$44.4K	Hold	404	–	–	0.01%	251
2024 Q4	$50.9K	Hold	404	–	–	0.01%	244
2024 Q3	$55.1K	Hold	404	–	–	0.01%	254
2024 Q2	$55.3K	Hold	404	–	–	0.01%	255
2024 Q1	$60K	Hold	404	–	–	0.01%	249
2023 Q4	$63.5K	Hold	404	–	–	0.01%	255
2023 Q3	$63K	Hold	404	–	–	0.01%	306
2023 Q2	$72.4K	Sell	404 -35	-8%	-$6.21K	0.01%	313
2023 Q1	$85.2K	Hold	439	–	–	0.01%	313
2022 Q4	$76K	Hold	439	–	–	0.01%	309
2022 Q3	$71K	Sell	439 -560	-56%	-$106K	0.01%	309
2022 Q2	$182K	Sell	999 -102	-9%	-$18.6K	0.03%	289
2022 Q1	$236K	Hold	1,101	–	–	0.03%	295
2021 Q4	$236K	Sell	1,101 -25	-2%	-$5.08K	0.03%	306
2021 Q3	$205K	Hold	1,126	–	–	0.03%	318
2021 Q2	$234K	Hold	1,126	–	–	0.03%	322
2021 Q1	$191K	Sell	1,126 -9	-0.8%	-$1.46K	0.02%	340
2020 Q4	$191K	Sell	1,135 -2,877	-72%	-$486K	0.02%	353
2020 Q3	$669K	Buy	4,012 +3,390	+545%	+$494K	0.1%	271
2020 Q2	$69K	Hold	622	–	–	0.01%	337
2020 Q1	$58K	Hold	622	–	–	0.01%	324
2019 Q4	$73K	Hold	622	–	–	0.01%	392
2019 Q3	$75K	Hold	622	–	–	0.01%	385
2019 Q2	$64K	Hold	622	–	–	0.01%	397
2019 Q1	$70K	Hold	622	–	–	0.01%	388
2018 Q4	$61K	Buy	+622	New	+$67.4K	0.01%	391

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Investment Management's UPS Position: Q1 2026 in Review

Essex Investment Management held its United Parcel Service (UPS) position steady in Q1 2026 at 404 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #269.

Essex Investment Management first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $669K in Q3 2020. 2,102 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Essex Investment Management held 404 shares of United Parcel Service worth $39.7K as of Q1 2026.
Essex Investment Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #269 holding.
Essex Investment Management first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
Essex Investment Management's United Parcel Service position peaked at $669K in Q3 2020.
2,102 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.