Harvest Investment Services’s United Parcel Service UPS Stock Holding History

Harvest Investment Services’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	$1.8M	Buy	18,267 +44	+0.2%	+$4.72K	0.33%	81
2025 Q4	$1.81M	Sell	18,223 -1,121	-6%	-$105K	0.34%	76
2025 Q3	$1.62M	Sell	19,344 -1,072	-5%	-$97.1K	0.33%	90
2025 Q2	$2.06M	Buy	20,416 +1,119	+6%	+$110K	0.46%	52
2025 Q1	$2.12M	Sell	19,297 -4	-0%	-$478	0.59%	34
2024 Q4	$2.43M	Buy	19,301 +1,400	+8%	+$184K	0.6%	49
2024 Q3	$2.44M	Buy	+17,901	New	+$2.35M	0.78%	34

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

Harvest Investment Services's UPS Position: Q1 2026 in Review

Harvest Investment Services increased its United Parcel Service (UPS) stake by 0.24% in Q1 2026, buying an estimated $4.72K and bringing the position to 18,267 shares worth $1.8M. The position accounts for 0.33% of the portfolio, ranked #81.

Harvest Investment Services first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Harvest Investment Services held 18,267 shares of United Parcel Service worth $1.8M as of Q1 2026.
Harvest Investment Services bought 44 United Parcel Service shares in Q1 2026, an estimated $4.72K.
United Parcel Service made up 0.33% of Harvest Investment Services's portfolio in Q1 2026, its #81 holding.
Harvest Investment Services first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's United Parcel Service position peaked at $2.44M in Q3 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.