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Fiduciary Group’s United Parcel Service UPS Stock Holding History

Fiduciary Group’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 		$606K Sell
6,163
-110
-2% -$11.8K 0.05% 190
2025
Q4 		$622K Sell
6,273
-5,495
-47% -$514K 0.05% 183
2025
Q3 		$983K Buy
11,768
+615
+6% +$55.7K 0.09% 160
2025
Q2 		$1.13M Buy
11,153
+293
+3% +$28.8K 0.11% 152
2025
Q1 		$1.19M Buy
10,860
+374
+4% +$44.7K 0.12% 139
2024
Q4 		$1.32M Sell
10,486
-611
-6% -$80.4K 0.13% 129
2024
Q3 		$1.51M Buy
11,097
+2,002
+22% +$263K 0.15% 115
2024
Q2 		$1.24M Buy
9,095
+1,885
+26% +$270K 0.13% 122
2024
Q1 		$1.07M Buy
7,210
+2,119
+42% +$322K 0.12% 129
2023
Q4 		$800K Sell
5,091
-112
-2% -$16.9K 0.09% 143
2023
Q3 		$811K Sell
5,203
-85
-2% -$14.7K 0.1% 128
2023
Q2 		$948K Sell
5,288
-260
-5% -$46.2K 0.12% 124
2023
Q1 		$1.08M Sell
5,548
-57
-1% -$10.5K 0.14% 116
2022
Q4 		$974K Sell
5,605
-290
-5% -$50.2K 0.13% 117
2022
Q3 		$1.02M Buy
5,895
+261
+5% +$49.4K 0.13% 116
2022
Q2 		$1.15M Buy
5,634
+1,795
+47% +$327K 0.14% 107
2022
Q1 		$681K Buy
3,839
+144
+4% +$30.6K 0.09% 129
2021
Q4 		$792K Hold
3,695
– – 0.09% 127
2021
Q3 		$806K Sell
3,695
-145
-4% -$28.6K 0.09% 124
2021
Q2 		$733K Hold
3,840
– – 0.08% 131
2021
Q1 		$783K Sell
3,840
-20
-0.5% -$3.23K 0.1% 124
2020
Q4 		$627K Buy
3,860
+3
+0.1% +$506 0.08% 132
2020
Q3 		$643K Sell
3,857
-280
-7% -$40.8K 0.1% 122
2020
Q2 		$460K Sell
4,137
-45
-1% -$4.49K 0.08% 138
2020
Q1 		$391K Buy
4,182
+287
+7% +$29.7K 0.08% 128
2019
Q4 		$456K Sell
3,895
-42
-1% -$4.97K 0.07% 138
2019
Q3 		$472K Sell
3,937
-561
-12% -$64.1K 0.08% 134
2019
Q2 		$465K Sell
4,498
-572
-11% -$59.5K 0.08% 133
2019
Q1 		$567K Sell
5,070
-1,133
-18% -$120K 0.11% 116
2018
Q4 		$605K Sell
6,203
-17,296
-74% -$1.88M 0.13% 105
2018
Q3 		$2.74M Sell
23,499
-17,887
-43% -$2.11M 0.54% 52
2018
Q2 		$4.4M Buy
41,386
+1,011
+3% +$114K 0.93% 34
2018
Q1 		$4.23M Buy
40,375
+1,691
+4% +$195K 0.92% 39
2017
Q4 		$4.61M Buy
38,684
+663
+2% +$77.9K 0.98% 35
2017
Q3 		$4.57M Buy
38,021
+2,265
+6% +$257K 1.03% 33
2017
Q2 		$3.95M Buy
35,756
+1,684
+5% +$180K 0.91% 38
2017
Q1 		$3.66M Buy
34,072
+3,256
+11% +$356K 0.87% 40
2016
Q4 		$3.53M Buy
30,816
+294
+1% +$33.1K 0.91% 39
2016
Q3 		$3.34M Buy
30,522
+867
+3% +$94.7K 0.9% 37
2016
Q2 		$3.19M Buy
29,655
+273
+0.9% +$28.4K 0.89% 39
2016
Q1 		$3.1M Buy
29,382
+943
+3% +$91.6K 0.9% 40
2015
Q4 		$2.74M Buy
28,439
+7,121
+33% +$727K 0.82% 45
2015
Q3 		$2.1M Buy
21,318
+4,739
+29% +$468K 0.7% 49
2015
Q2 		$1.61M Buy
+16,579
New +$1.65M 0.51% 72

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

Fiduciary Group's UPS Position: Q1 2026 in Review

Fiduciary Group reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $11.8K and leaving 6,163 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #190.

Fiduciary Group first reported a position in UPS in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.61M in Q4 2017. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Fiduciary Group held 6,163 shares of United Parcel Service worth $606K as of Q1 2026.
  • Fiduciary Group sold 110 United Parcel Service shares in Q1 2026, an estimated $11.8K.
  • United Parcel Service made up 0.05% of Fiduciary Group's portfolio in Q1 2026, its #190 holding.
  • Fiduciary Group first reported a position in United Parcel Service in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's United Parcel Service position peaked at $4.61M in Q4 2017.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.