First Manhattan’s United Parcel Service UPS Stock Holding History

First Manhattan’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	$3.9M	Sell	39,592 -12,688	-24%	-$1.36M	0.01%	272
2025 Q4	$5.19M	Sell	52,280 -7,720	-13%	-$722K	0.01%	228
2025 Q3	$5.01M	Sell	60,000 -7,818	-12%	-$708K	0.01%	237
2025 Q2	$6.85M	Sell	67,818 -8,074	-11%	-$794K	0.02%	195
2025 Q1	$8.35M	Sell	75,892 -17,303	-19%	-$2.07M	0.02%	167
2024 Q4	$11.8M	Sell	93,195 -12,687	-12%	-$1.67M	0.03%	132
2024 Q3	$14.4M	Sell	105,882 -31,650	-23%	-$4.16M	0.04%	120
2024 Q2	$18.8M	Sell	137,532 -1,489	-1%	-$213K	0.06%	108
2024 Q1	$20.7M	Sell	139,021 -3,859	-3%	-$587K	0.07%	99
2023 Q4	$22.5M	Sell	142,880 -10,674	-7%	-$1.61M	0.08%	92
2023 Q3	$23.9M	Sell	153,554 -5,133	-3%	-$886K	0.09%	91
2023 Q2	$28.4M	Sell	158,687 -3,926	-2%	-$697K	0.1%	83
2023 Q1	$31.5M	Sell	162,613 -7,746	-5%	-$1.42M	0.12%	77
2022 Q4	$29.6M	Sell	170,359 -1,012	-0.6%	-$175K	0.11%	79
2022 Q3	$27.7M	Sell	171,371 -1,517	-0.9%	-$287K	0.12%	77
2022 Q2	$31.6M	Sell	172,888 -548	-0.3%	-$100K	0.13%	76
2022 Q1	$37.2M	Sell	173,436 -3,271	-2%	-$695K	0.12%	79
2021 Q4	$37.9M	Sell	176,707 -897	-0.5%	-$182K	0.12%	75
2021 Q3	$32.3M	Sell	177,604 -348	-0.2%	-$68.7K	0.12%	78
2021 Q2	$37M	Sell	177,952 -2,223	-1%	-$445K	0.14%	79
2021 Q1	$30.6M	Sell	180,175 -1,683	-0.9%	-$272K	0.13%	87
2020 Q4	$30.6M	Sell	181,858 -3,989	-2%	-$673K	0.15%	85
2020 Q3	$31M	Sell	185,847 -5,095	-3%	-$742K	0.16%	80
2020 Q2	$21.2M	Sell	190,942 -8,070	-4%	-$806K	0.12%	91
2020 Q1	$18.6M	Buy	199,012 +1,887	+1%	+$196K	0.12%	92
2019 Q4	$23.1M	Sell	197,125 -4,354	-2%	-$515K	0.12%	100
2019 Q3	$24.1M	Sell	201,479 -5,639	-3%	-$645K	0.13%	100
2019 Q2	$21.4M	Sell	207,118 -7,177	-3%	-$746K	0.12%	109
2019 Q1	$23.9M	Sell	214,295 -24,051	-10%	-$2.55M	0.14%	100
2018 Q4	$23.2M	Sell	238,346 -102,518	-30%	-$11.1M	0.14%	97
2018 Q3	$39.8M	Sell	340,864 -17,099	-5%	-$2.01M	0.21%	77
2018 Q2	$38M	Sell	357,963 -4,819	-1%	-$541K	0.22%	82
2018 Q1	$38M	Buy	362,782 +46,642	+15%	+$5.39M	0.22%	81
2017 Q4	$37.7M	Sell	316,140 -904	-0.3%	-$106K	0.21%	82
2017 Q3	$38.1M	Sell	317,044 -7,423	-2%	-$844K	0.22%	84
2017 Q2	$35.9M	Sell	324,467 -12,826	-4%	-$1.37M	0.21%	87
2017 Q1	$36.2M	Sell	337,293 -22,080	-6%	-$2.41M	0.22%	85
2016 Q4	$41.2M	Sell	359,373 -6,313	-2%	-$711K	0.25%	81
2016 Q3	$40M	Buy	365,686 +310	+0.1%	+$33.9K	0.24%	76
2016 Q2	$39.4M	Sell	365,376 -3,383	-0.9%	-$352K	0.24%	74
2016 Q1	$38.9M	Sell	368,759 -5,821	-2%	-$566K	0.24%	71
2015 Q4	$36M	Sell	374,580 -9,704	-3%	-$991K	0.22%	80
2015 Q3	$37.9M	Sell	384,284 -4,827	-1%	-$477K	0.24%	69
2015 Q2	$37.7M	Sell	389,111 -5,335	-1%	-$530K	0.22%	84
2015 Q1	$38.2M	Sell	394,446 -554,363	-58%	-$56.9M	0.22%	80
2014 Q4	$105M	Sell	948,809 -20,725	-2%	-$2.19M	0.6%	38
2014 Q3	$95.3M	Sell	969,534 -743	-0.1%	-$73.8K	0.55%	38
2014 Q2	$99.6M	Buy	970,277 +7,276	+0.8%	+$731K	0.63%	36
2014 Q1	$93.8M	Buy	963,001 +4,629	+0.5%	+$451K	0.62%	35
2013 Q4	$101M	Sell	958,372 -9,374	-1%	-$923K	0.67%	35
2013 Q3	$88.4M	Buy	967,746 +243	+0%	+$21.4K	0.62%	35
2013 Q2	$84M	Buy	+967,503	New	+$83M	0.58%	38

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

First Manhattan's UPS Position: Q1 2026 in Review

First Manhattan reduced its United Parcel Service (UPS) stake by 24% in Q1 2026, selling an estimated $1.36M and leaving 39,592 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #272.

First Manhattan first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $105M in Q4 2014. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

First Manhattan held 39,592 shares of United Parcel Service worth $3.9M as of Q1 2026.
First Manhattan sold 12,688 United Parcel Service shares in Q1 2026, an estimated $1.36M.
United Parcel Service made up 0.01% of First Manhattan's portfolio in Q1 2026, its #272 holding.
First Manhattan first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
First Manhattan's United Parcel Service position peaked at $105M in Q4 2014.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.