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Greenwood Capital Associates’s United Parcel Service UPS Stock Holding History

Greenwood Capital Associates’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 		$1.24M Buy
12,576
+2,757
+28% +$296K 0.14% 134
2025
Q4 		$974K Buy
9,819
+486
+5% +$45.5K 0.11% 147
2025
Q3 		$780K Buy
9,333
+105
+1% +$9.51K 0.09% 156
2025
Q2 		$931K Sell
9,228
-1,448
-14% -$142K 0.12% 143
2025
Q1 		$1.17M Buy
10,676
+5,176
+94% +$619K 0.16% 123
2024
Q4 		$694K Buy
+5,500
New +$724K 0.09% 160
2024
Q2 		– Sell
-1,382
Closed -$205K – 261
2024
Q1 		$205K Buy
1,382
+13
+0.9% +$1.98K 0.03% 245
2023
Q4 		$215K Buy
+1,369
New +$207K 0.03% 240
2023
Q3 		– Sell
-1,830
Closed -$328K – 268
2023
Q2 		$328K Sell
1,830
-36,781
-95% -$6.53M 0.05% 212
2023
Q1 		$7.49M Sell
38,611
-1,102
-3% -$202K 1.08% 31
2022
Q4 		$6.9M Sell
39,713
-239
-0.6% -$41.4K 1.13% 32
2022
Q3 		$6.45M Buy
39,952
+7
+0% +$1.32K 1.11% 32
2022
Q2 		$7.29M Buy
39,945
+39,767
+22,341% +$7.25M 1.17% 29
2022
Q1 		$38K Sell
178
-45,717
-100% -$9.71M 0.01% 180
2021
Q4 		$9.84M Sell
45,895
-980
-2% -$199K 1.39% 24
2021
Q3 		$8.54M Sell
46,875
-14,174
-23% -$2.8M 1.31% 25
2021
Q2 		$12.7M Sell
61,049
-15,067
-20% -$3.01M 1.92% 13
2021
Q1 		$12.9M Buy
76,116
+10,432
+16% +$1.69M 2.03% 12
2020
Q4 		$11.1M Buy
65,684
+3,742
+6% +$632K 1.86% 12
2020
Q3 		$10.3M Buy
61,942
+17,668
+40% +$2.57M 2.01% 13
2020
Q2 		$4.92M Buy
+44,274
New +$4.42M 1.12% 37
2018
Q3 		– Sell
-23,629
Closed -$2.51M – 222
2018
Q2 		$2.51M Buy
23,629
+322
+1% +$36.2K 0.58% 67
2018
Q1 		$2.44M Buy
+23,307
New +$2.69M 0.59% 73
2017
Q2 		– Sell
-46,272
Closed -$4.96M – 226
2017
Q1 		$4.96M Buy
46,272
+571
+1% +$62.4K 1.3% 17
2016
Q4 		$5.24M Buy
45,701
+33
+0.1% +$3.72K 1.48% 16
2016
Q3 		$4.99M Buy
45,668
+61
+0.1% +$6.66K 1.52% 13
2016
Q2 		$4.91M Sell
45,607
-520
-1% -$54.1K 1.51% 14
2016
Q1 		$4.87M Sell
46,127
-2,204
-5% -$214K 1.53% 14
2015
Q4 		$4.65M Buy
48,331
+272
+0.6% +$27.8K 1.5% 17
2015
Q3 		$4.74M Sell
48,059
-1,185
-2% -$117K 1.68% 12
2015
Q2 		$4.77M Sell
49,244
-91
-0.2% -$9.04K 1.44% 23
2015
Q1 		$4.78M Sell
49,335
-1,312
-3% -$135K 1.37% 21
2014
Q4 		$5.63M Sell
50,647
-86
-0.2% -$9.07K 1.63% 12
2014
Q3 		$4.99M Buy
50,733
+740
+1% +$73.5K 1.53% 16
2014
Q2 		$5.13M Buy
49,993
+1,151
+2% +$116K 1.59% 15
2014
Q1 		$4.76M Buy
48,842
+11,912
+32% +$1.16M 1.53% 18
2013
Q4 		$3.88M Sell
36,930
-468
-1% -$46.1K 1.21% 31
2013
Q3 		$3.42M Buy
37,398
+475
+1% +$41.8K 1.21% 32
2013
Q2 		$3.19M Buy
+36,923
New +$3.17M 1.39% 25

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

Greenwood Capital Associates's UPS Position: Q1 2026 in Review

Greenwood Capital Associates increased its United Parcel Service (UPS) stake by 28% in Q1 2026, buying an estimated $296K and bringing the position to 12,576 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #134.

Greenwood Capital Associates first reported a position in UPS in Q2 2013 and has held it in 39 quarters since. The position peaked at $12.9M in Q1 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Greenwood Capital Associates held 12,576 shares of United Parcel Service worth $1.24M as of Q1 2026.
  • Greenwood Capital Associates bought 2,757 United Parcel Service shares in Q1 2026, an estimated $296K.
  • United Parcel Service made up 0.14% of Greenwood Capital Associates's portfolio in Q1 2026, its #134 holding.
  • Greenwood Capital Associates first reported a position in United Parcel Service in Q2 2013 and has held it in 39 quarters since.
  • Greenwood Capital Associates's United Parcel Service position peaked at $12.9M in Q1 2021.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.