Everett Harris & Co’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.92M | Sell |
60,150
-6,086
| -9% | -$653K | 0.08% | 74 |
|
|
2025
Q4 | $6.57M | Sell |
66,236
-4,618
| -7% | -$432K | 0.08% | 70 |
|
|
2025
Q3 | $5.92M | Sell |
70,854
-4,011
| -5% | -$363K | 0.07% | 69 |
|
|
2025
Q2 | $7.56M | Sell |
74,865
-5,256
| -7% | -$517K | 0.1% | 59 |
|
|
2025
Q1 | $8.81M | Sell |
80,121
-15,317
| -16% | -$1.83M | 0.11% | 55 |
|
|
2024
Q4 | $12M | Sell |
95,438
-2,793
| -3% | -$368K | 0.15% | 50 |
|
|
2024
Q3 | $13.4M | Sell |
98,231
-1,391
| -1% | -$183K | 0.17% | 46 |
|
|
2024
Q2 | $13.6M | Sell |
99,622
-1,453
| -1% | -$208K | 0.17% | 46 |
|
|
2024
Q1 | $15M | Sell |
101,075
-2,832
| -3% | -$430K | 0.2% | 46 |
|
|
2023
Q4 | $16.3M | Sell |
103,907
-820
| -0.8% | -$124K | 0.23% | 41 |
|
|
2023
Q3 | $16.3M | Sell |
104,727
-1,627
| -2% | -$281K | 0.25% | 41 |
|
|
2023
Q2 | $19.1M | Buy |
106,354
+162
| +0.2% | +$28.8K | 0.29% | 40 |
|
|
2023
Q1 | $20.6M | Sell |
106,192
-205
| -0.2% | -$37.6K | 0.33% | 37 |
|
|
2022
Q4 | $18.5M | Sell |
106,397
-3,436
| -3% | -$595K | 0.32% | 39 |
|
|
2022
Q3 | $17.7M | Sell |
109,833
-1,500
| -1% | -$284K | 0.33% | 39 |
|
|
2022
Q2 | $20.3M | Sell |
111,333
-311
| -0.3% | -$56.7K | 0.35% | 41 |
|
|
2022
Q1 | $23.9M | Sell |
111,644
-203
| -0.2% | -$43.1K | 0.34% | 43 |
|
|
2021
Q4 | $24M | Sell |
111,847
-904
| -0.8% | -$184K | 0.33% | 43 |
|
|
2021
Q3 | $20.5M | Sell |
112,751
-806
| -0.7% | -$159K | 0.32% | 44 |
|
|
2021
Q2 | $23.6M | Sell |
113,557
-827
| -0.7% | -$165K | 0.38% | 41 |
|
|
2021
Q1 | $19.4M | Sell |
114,384
-705
| -0.6% | -$114K | 0.34% | 43 |
|
|
2020
Q4 | $19.4M | Sell |
115,089
-3,043
| -3% | -$514K | 0.34% | 43 |
|
|
2020
Q3 | $19.7M | Sell |
118,132
-1,935
| -2% | -$282K | 0.38% | 40 |
|
|
2020
Q2 | $13.3M | Sell |
120,067
-6,941
| -5% | -$693K | 0.29% | 43 |
|
|
2020
Q1 | $11.9M | Sell |
127,008
-28,743
| -18% | -$2.98M | 0.31% | 41 |
|
|
2019
Q4 | $18.2M | Sell |
155,751
-14,933
| -9% | -$1.77M | 0.41% | 41 |
|
|
2019
Q3 | $20.5M | Sell |
170,684
-201,577
| -54% | -$23M | 0.51% | 37 |
|
|
2019
Q2 | $38.4M | Sell |
372,261
-552,197
| -60% | -$57.4M | 0.96% | 29 |
|
|
2019
Q1 | $103M | Sell |
924,458
-4,078
| -0.4% | -$432K | 2.68% | 12 |
|
|
2018
Q4 | $90.6M | Sell |
928,536
-6,124
| -0.7% | -$664K | 2.57% | 11 |
|
|
2018
Q3 | $109M | Buy |
934,660
+1,271
| +0.1% | +$150K | 2.73% | 11 |
|
|
2018
Q2 | $99.2M | Sell |
933,389
-6,399
| -0.7% | -$719K | 2.7% | 12 |
|
|
2018
Q1 | $98.4M | Buy |
939,788
+52,648
| +6% | +$6.09M | 2.72% | 12 |
|
|
2017
Q4 | $106M | Buy |
887,140
+8,511
| +1% | +$1M | 2.95% | 10 |
|
|
2017
Q3 | $106M | Sell |
878,629
-12,140
| -1% | -$1.38M | 3.17% | 10 |
|
|
2017
Q2 | $98.5M | Buy |
890,769
+7,850
| +0.9% | +$839K | 3.05% | 10 |
|
|
2017
Q1 | $94.7M | Buy |
882,919
+11,055
| +1% | +$1.21M | 3.1% | 10 |
|
|
2016
Q4 | $100M | Buy |
871,864
+5,836
| +0.7% | +$658K | 3.51% | 9 |
|
|
2016
Q3 | $94.7M | Buy |
866,028
+610
| +0.1% | +$66.6K | 3.35% | 9 |
|
|
2016
Q2 | $93.2M | Sell |
865,418
-2,566
| -0.3% | -$267K | 3.33% | 9 |
|
|
2016
Q1 | $91.5M | Buy |
867,984
+7,711
| +0.9% | +$749K | 3.29% | 9 |
|
|
2015
Q4 | $82.8M | Buy |
860,273
+1,940
| +0.2% | +$198K | 2.89% | 10 |
|
|
2015
Q3 | $84.7M | Sell |
858,333
-2,275
| -0.3% | -$225K | 3.11% | 9 |
|
|
2015
Q2 | $83.4M | Buy |
860,608
+5,601
| +0.7% | +$556K | 2.93% | 10 |
|
|
2015
Q1 | $82.9M | Sell |
855,007
-75,035
| -8% | -$7.7M | 2.84% | 11 |
|
|
2014
Q4 | $103M | Buy |
930,042
+2,725
| +0.3% | +$288K | 3.54% | 5 |
|
|
2014
Q3 | $91.1M | Buy |
927,317
+3,326
| +0.4% | +$330K | 3.29% | 8 |
|
|
2014
Q2 | $94.9M | Sell |
923,991
-63,364
| -6% | -$6.36M | 3.5% | 8 |
|
|
2014
Q1 | $96.1M | Buy |
987,355
+5,622
| +0.6% | +$548K | 3.58% | 6 |
|
|
2013
Q4 | $103M | Buy |
981,733
+58,675
| +6% | +$5.78M | 3.86% | 4 |
|
|
2013
Q3 | $84.3M | Buy |
923,058
+24,255
| +3% | +$2.13M | 3.44% | 8 |
|
|
2013
Q2 | $77.7M | Buy |
+898,803
| New | +$77.1M | 3.24% | 9 |
|
Other funds holding UPS
VCM
VPM
Everett Harris & Co's UPS Position: Q1 2026 in Review
Everett Harris & Co reduced its United Parcel Service (UPS) stake by 9.2% in Q1 2026, selling an estimated $653K and leaving 60,150 shares worth $5.92M. The position accounts for 0.08% of the portfolio, ranked #74.
Everett Harris & Co first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $109M in Q3 2018. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Everett Harris & Co held 60,150 shares of United Parcel Service worth $5.92M as of Q1 2026.
- Everett Harris & Co sold 6,086 United Parcel Service shares in Q1 2026, an estimated $653K.
- United Parcel Service made up 0.08% of Everett Harris & Co's portfolio in Q1 2026, its #74 holding.
- Everett Harris & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- Everett Harris & Co's United Parcel Service position peaked at $109M in Q3 2018.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.