Estabrook Capital Management’s United Parcel Service UPS Stock Holding History

Estabrook Capital 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	$3.94K	Hold	40	–	–	﹤0.01%	325
2025 Q4	$3.97K	Hold	40	–	–	﹤0.01%	304
2025 Q3	$3.34K	Hold	40	–	–	﹤0.01%	303
2025 Q2	$4.04K	Hold	40	–	–	﹤0.01%	301
2025 Q1	$4.4K	Hold	40	–	–	﹤0.01%	293
2024 Q4	$5.04K	Hold	40	–	–	﹤0.01%	301
2024 Q3	$5.45K	Hold	40	–	–	﹤0.01%	309
2024 Q2	$5.47K	Hold	40	–	–	﹤0.01%	299
2024 Q1	$5.95K	Hold	40	–	–	﹤0.01%	303
2023 Q4	$6.29K	Hold	40	–	–	﹤0.01%	299
2023 Q3	$6.24K	Hold	40	–	–	﹤0.01%	303
2023 Q2	$7.17K	Hold	40	–	–	﹤0.01%	306
2023 Q1	$7.76K	Hold	40	–	–	﹤0.01%	317
2022 Q4	$6.95K	Hold	40	–	–	﹤0.01%	323
2022 Q3	$6.46K	Hold	40	–	–	﹤0.01%	322
2022 Q2	$7.3K	Hold	40	–	–	﹤0.01%	334
2022 Q1	$8.58K	Hold	40	–	–	﹤0.01%	330
2021 Q4	$8.57K	Buy	+40	New	+$8.14K	﹤0.01%	345
2020 Q2	–	Sell	-124	Closed	-$11.6K	–	343
2020 Q1	$11.6K	Hold	124	–	–	﹤0.01%	267
2019 Q4	$14.5K	Hold	124	–	–	﹤0.01%	275
2019 Q3	$14.9K	Buy	+124	New	+$14.2K	﹤0.01%	274
2018 Q1	–	Sell	-250	Closed	-$29.8K	–	372
2017 Q4	$29.8K	Hold	250	–	–	﹤0.01%	265
2017 Q3	$30K	Buy	+250	New	+$28.4K	﹤0.01%	269

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Estabrook Capital Management's UPS Position: Q1 2026 in Review

Estabrook Capital Management held its United Parcel Service (UPS) position steady in Q1 2026 at 40 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Estabrook Capital Management first reported a position in UPS in Q3 2017 and has held it in 23 quarters since. The position peaked at $30K in Q3 2017. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Estabrook Capital Management held 40 shares of United Parcel Service worth $3.94K as of Q1 2026.
Estabrook Capital Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #325 holding.
Estabrook Capital Management first reported a position in United Parcel Service in Q3 2017 and has held it in 23 quarters since.
Estabrook Capital Management's United Parcel Service position peaked at $30K in Q3 2017.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.