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Evelyn Partners Investment Management’s United Parcel Service UPS Stock Holding History

Evelyn Partners 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 		$33.2K Hold
337
– – ﹤0.01% 306
2025
Q4 		$33.4K Hold
337
– – ﹤0.01% 309
2025
Q3 		$28.1K Hold
337
– – ﹤0.01% 317
2025
Q2 		$34K Hold
337
– – ﹤0.01% 307
2025
Q1 		$37.1K Hold
337
– – ﹤0.01% 298
2024
Q4 		$42.5K Buy
+337
New +$44.4K ﹤0.01% 281

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

Evelyn Partners Investment Management's UPS Position: Q1 2026 in Review

Evelyn Partners Investment Management held its United Parcel Service (UPS) position steady in Q1 2026 at 337 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Evelyn Partners Investment Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.5K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Evelyn Partners Investment Management held 337 shares of United Parcel Service worth $33.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #306 holding.
  • Evelyn Partners Investment Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's United Parcel Service position peaked at $42.5K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.