GCM
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Generation Capital Management’s United Parcel Service UPS Stock Holding History

Generation Capital 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 		$280K Sell
2,847
-62
-2% -$6.65K 0.2% 65
2025
Q4 		$289K Sell
2,909
-57
-2% -$5.33K 0.19% 75
2025
Q3 		$248K Hold
2,966
– – 0.18% 71
2025
Q2 		$299K Buy
2,966
+57
+2% +$5.61K 0.24% 65
2025
Q1 		$320K Hold
2,909
– – 0.29% 57
2024
Q4 		$367K Buy
+2,909
New +$383K 0.31% 59

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

Generation Capital Management's UPS Position: Q1 2026 in Review

Generation Capital Management reduced its United Parcel Service (UPS) stake by 2.1% in Q1 2026, selling an estimated $6.65K and leaving 2,847 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #65.

Generation Capital Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Generation Capital Management held 2,847 shares of United Parcel Service worth $280K as of Q1 2026.
  • Generation Capital Management sold 62 United Parcel Service shares in Q1 2026, an estimated $6.65K.
  • United Parcel Service made up 0.2% of Generation Capital Management's portfolio in Q1 2026, its #65 holding.
  • Generation Capital Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Generation Capital Management's United Parcel Service position peaked at $367K in Q4 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.