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Excalibur Management’s United Parcel Service UPS Stock Holding History

Excalibur 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 		$1.07M Buy
10,927
+339
+3% +$36.4K 0.39% 72
2025
Q4 		$1.05M Sell
10,588
-990
-9% -$92.6K 0.38% 72
2025
Q3 		$967K Sell
11,578
-306
-3% -$27.7K 0.35% 75
2025
Q2 		$1.2M Sell
11,884
-327
-3% -$32.2K 0.45% 63
2025
Q1 		$1.34M Buy
12,211
+382
+3% +$45.7K 0.53% 53
2024
Q4 		$1.49M Sell
11,829
-277
-2% -$36.5K 0.59% 46
2024
Q3 		$1.65M Sell
12,106
-720
-6% -$94.5K 0.63% 40
2024
Q2 		$1.76M Buy
12,826
+646
+5% +$92.5K 0.72% 35
2024
Q1 		$1.81M Buy
12,180
+624
+5% +$94.9K 0.77% 31
2023
Q4 		$1.82M Buy
11,556
+314
+3% +$47.5K 0.85% 29
2023
Q3 		$1.75M Sell
11,242
-47
-0.4% -$8.11K 0.91% 24
2023
Q2 		$2.02M Sell
11,289
-78
-0.7% -$13.8K 1.03% 21
2023
Q1 		$2.21M Sell
11,367
-113
-1% -$20.7K 1.14% 17
2022
Q4 		$2M Sell
11,480
-137
-1% -$23.7K 1.04% 22
2022
Q3 		$1.88M Buy
11,617
+22
+0.2% +$4.17K 1.05% 19
2022
Q2 		$2.12M Buy
11,595
+184
+2% +$33.6K 1.1% 21
2022
Q1 		$2.45M Sell
11,411
-1,144
-9% -$243K 1.06% 22
2021
Q4 		$2.69M Sell
12,555
-50
-0.4% -$10.2K 1.09% 20
2021
Q3 		$2.29M Buy
12,605
+420
+3% +$82.9K 1.01% 21
2021
Q2 		$2.53M Sell
12,185
-268
-2% -$53.6K 1.15% 20
2021
Q1 		$2.12M Sell
12,453
-390
-3% -$63.1K 1.04% 24
2020
Q4 		$2.16M Sell
12,843
-714
-5% -$121K 1.16% 19
2020
Q3 		$2.26M Sell
13,557
-400
-3% -$58.2K 1.37% 18
2020
Q2 		$1.55M Sell
13,957
-1,007
-7% -$101K 1.03% 27
2020
Q1 		$1.4M Buy
14,964
+617
+4% +$63.9K 1.08% 23
2019
Q4 		$1.68M Sell
14,347
-87
-0.6% -$10.3K 1.1% 23
2019
Q3 		$1.73M Sell
14,434
-875
-6% -$100K 1.55% 18
2019
Q2 		$1.58M Buy
15,309
+227
+2% +$23.6K 1.46% 19
2019
Q1 		$1.69M Sell
15,082
-175
-1% -$18.6K 1.59% 19
2018
Q4 		$1.49M Buy
15,257
+216
+1% +$23.4K 1.5% 19
2018
Q3 		$1.76M Sell
15,041
-1,190
-7% -$140K 1.5% 17
2018
Q2 		$1.72M Sell
16,231
-33
-0.2% -$3.71K 1.37% 19
2018
Q1 		$1.7M Buy
16,264
+8,766
+117% +$1.01M 1.38% 19
2017
Q4 		$893K Hold
7,498
– – 0.75% 35
2017
Q3 		$900K Sell
7,498
-82
-1% -$9.32K 0.76% 33
2017
Q2 		$838K Sell
7,580
-118
-2% -$12.6K 0.75% 35
2017
Q1 		$826K Buy
7,698
+3,873
+101% +$423K 0.74% 33
2016
Q4 		$438K Sell
3,825
-114
-3% -$12.8K 0.4% 42
2016
Q3 		$431K Hold
3,939
– – 0.41% 40
2016
Q2 		$424K Sell
3,939
-29
-0.7% -$3.02K 0.36% 41
2016
Q1 		$419K Buy
3,968
+160
+4% +$15.6K 0.38% 41
2015
Q4 		$366K Hold
3,808
– – 0.34% 40
2015
Q3 		$376K Buy
3,808
+705
+23% +$69.6K 0.38% 40
2015
Q2 		$301K Buy
+3,103
New +$308K 0.28% 44

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

Excalibur Management's UPS Position: Q1 2026 in Review

Excalibur Management increased its United Parcel Service (UPS) stake by 3.2% in Q1 2026, buying an estimated $36.4K and bringing the position to 10,927 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #72.

Excalibur Management first reported a position in UPS in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.69M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Excalibur Management held 10,927 shares of United Parcel Service worth $1.07M as of Q1 2026.
  • Excalibur Management bought 339 United Parcel Service shares in Q1 2026, an estimated $36.4K.
  • United Parcel Service made up 0.39% of Excalibur Management's portfolio in Q1 2026, its #72 holding.
  • Excalibur Management first reported a position in United Parcel Service in Q2 2015 and has held it in 44 quarters since.
  • Excalibur Management's United Parcel Service position peaked at $2.69M in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.