Harvest Portfolios Group’s United Parcel Service UPS Stock Holding History

Harvest Portfolios Group’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	$3.13M	Buy	31,802 +6,908	+28%	+$741K	0.05%	141
2025 Q4	$2.47M	Sell	24,894 -1,196	-5%	-$112K	0.04%	149
2025 Q3	$2.18M	Buy	26,090 +6,403	+33%	+$580K	0.04%	153
2025 Q2	$1.99M	Buy	19,687 +3,806	+24%	+$374K	0.05%	142
2025 Q1	$1.75M	Buy	15,881 +3,047	+24%	+$364K	0.05%	144
2024 Q4	$1.62M	Buy	12,834 +4,834	+60%	+$636K	0.05%	137
2024 Q3	$1.09M	Sell	8,000 -105,955	-93%	-$13.9M	0.04%	162
2024 Q2	$15.6M	Buy	113,955 +945	+0.8%	+$135K	0.6%	55
2024 Q1	$16.8M	Sell	113,010 -3,141	-3%	-$477K	0.66%	55
2023 Q4	$18.3M	Buy	116,151 +16,134	+16%	+$2.44M	0.77%	47
2023 Q3	$15.6M	Buy	100,017 +1,451	+1%	+$250K	0.74%	52
2023 Q2	$17.7M	Buy	98,566 +1,310	+1%	+$233K	0.81%	44
2023 Q1	$18.9M	Buy	97,256 +5,903	+6%	+$1.08M	0.93%	32
2022 Q4	$15.9M	Buy	+91,353	New	+$15.8M	0.91%	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 Portfolios Group's UPS Position: Q1 2026 in Review

Harvest Portfolios Group increased its United Parcel Service (UPS) stake by 28% in Q1 2026, buying an estimated $741K and bringing the position to 31,802 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #141.

Harvest Portfolios Group first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.9M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Harvest Portfolios Group held 31,802 shares of United Parcel Service worth $3.13M as of Q1 2026.
Harvest Portfolios Group bought 6,908 United Parcel Service shares in Q1 2026, an estimated $741K.
United Parcel Service made up 0.05% of Harvest Portfolios Group's portfolio in Q1 2026, its #141 holding.
Harvest Portfolios Group first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's United Parcel Service position peaked at $18.9M in Q1 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.