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Harbour Investments’s United Parcel Service UPS Stock Holding History

Harbour Investments’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 		$2.32M Buy
23,544
+12,274
+109% +$1.32M 0.04% 453
2025
Q4 		$1.12M Sell
11,270
-510
-4% -$47.7K 0.02% 570
2025
Q3 		$984K Sell
11,780
-173
-1% -$15.7K 0.02% 575
2025
Q2 		$1.21M Buy
11,953
+85
+0.7% +$8.36K 0.03% 467
2025
Q1 		$1.31M Sell
11,868
-639
-5% -$76.4K 0.04% 411
2024
Q4 		$1.58M Buy
12,507
+517
+4% +$68K 0.05% 348
2024
Q3 		$1.63M Buy
11,990
+673
+6% +$88.4K 0.05% 322
2024
Q2 		$1.55M Buy
11,317
+1,034
+10% +$148K 0.05% 307
2024
Q1 		$1.53M Buy
10,283
+86
+0.8% +$13.1K 0.05% 317
2023
Q4 		$1.6M Buy
10,197
+5,222
+105% +$790K 0.07% 271
2023
Q3 		$776K Sell
4,975
-254
-5% -$43.8K 0.04% 385
2023
Q2 		$937K Sell
5,229
-101
-2% -$17.9K 0.05% 353
2023
Q1 		$1.03M Buy
5,330
+110
+2% +$20.2K 0.06% 314
2022
Q4 		$907K Buy
5,220
+555
+12% +$96.1K 0.06% 318
2022
Q3 		$852K Hold
4,665
– – 0.06% 315
2022
Q2 		$852K Buy
+4,665
New +$851K 0.06% 315
2021
Q4 		$964K Sell
4,496
-9,842
-69% -$2M 0.06% 308
2021
Q3 		$2.61M Sell
14,338
-667
-4% -$132K 0.08% 215
2021
Q2 		$3.12M Buy
15,005
+1,850
+14% +$370K 0.1% 195
2021
Q1 		$2.24M Buy
+13,155
New +$2.13M 0.08% 230

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

Harbour Investments's UPS Position: Q1 2026 in Review

Harbour Investments increased its United Parcel Service (UPS) stake by 109% in Q1 2026, buying an estimated $1.32M and bringing the position to 23,544 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #453.

Harbour Investments first reported a position in UPS in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Harbour Investments held 23,544 shares of United Parcel Service worth $2.32M as of Q1 2026.
  • Harbour Investments bought 12,274 United Parcel Service shares in Q1 2026, an estimated $1.32M.
  • United Parcel Service made up 0.04% of Harbour Investments's portfolio in Q1 2026, its #453 holding.
  • Harbour Investments first reported a position in United Parcel Service in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's United Parcel Service position peaked at $3.12M in Q2 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.