HI
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Horizon Investments’s United Parcel Service UPS Stock Holding History

Horizon 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 		$2.3M Buy
23,392
+1,409
+6% +$151K 0.03% 447
2025
Q4 		$2.18M Buy
21,983
+61
+0.3% +$5.71K 0.03% 440
2025
Q3 		$1.83M Sell
21,922
-66,628
-75% -$6.03M 0.02% 487
2025
Q2 		$8.94M Buy
88,550
+73,484
+488% +$7.23M 0.14% 112
2025
Q1 		$1.66M Buy
15,066
+617
+4% +$73.8K 0.05% 218
2024
Q4 		$1.82M Sell
14,449
-2,800
-16% -$369K 0.05% 202
2024
Q3 		$2.35M Buy
17,249
+2,890
+20% +$379K 0.06% 149
2024
Q2 		$1.97M Sell
14,359
-2,286
-14% -$327K 0.05% 163
2024
Q1 		$2.45M Buy
16,645
+143
+0.9% +$21.7K 0.06% 139
2023
Q4 		$2.59M Sell
16,502
-3,803
-19% -$575K 0.07% 118
2023
Q3 		$3.13M Buy
20,305
+422
+2% +$72.8K 0.1% 89
2023
Q2 		$3.53M Buy
19,883
+571
+3% +$101K 0.1% 83
2023
Q1 		$3.71M Sell
19,312
-3,239
-14% -$594K 0.11% 78
2022
Q4 		$3.92M Sell
22,551
-19,272
-46% -$3.34M 0.11% 86
2022
Q3 		$6.69M Buy
41,823
+11,483
+38% +$2.17M 0.21% 51
2022
Q2 		$5.5M Sell
30,340
-9,346
-24% -$1.7M 0.17% 58
2022
Q1 		$8.44M Buy
39,686
+4,091
+11% +$869K 0.24% 49
2021
Q4 		$7.63M Buy
35,595
+1,600
+5% +$325K 0.23% 57
2021
Q3 		$6.19M Buy
33,995
+5,132
+18% +$1.01M 0.16% 69
2021
Q2 		$6M Buy
28,863
+16,455
+133% +$3.29M 0.18% 61
2021
Q1 		$2.11M Buy
+12,408
New +$2.01M 0.08% 111
2020
Q4 		– Sell
-16,559
Closed -$2.74M – 384
2020
Q3 		$2.74M Buy
16,559
+600
+4% +$87.4K 0.1% 98
2020
Q2 		$1.77M Buy
15,959
+5,940
+59% +$593K 0.04% 162
2020
Q1 		$936K Buy
10,019
+1,143
+13% +$118K 0.05% 132
2019
Q4 		$1.04M Sell
8,876
-30,806
-78% -$3.65M 0.05% 164
2019
Q3 		$4.75M Buy
39,682
+34,852
+722% +$3.98M 0.19% 58
2019
Q2 		$499K Buy
4,830
+727
+18% +$75.6K 0.01% 256
2019
Q1 		$458K Buy
+4,103
New +$435K 0.02% 211
2017
Q2 		– Sell
-4,618
Closed -$496K – 183
2017
Q1 		$496K Sell
4,618
-20,588
-82% -$2.25M 0.03% 125
2016
Q4 		$2.89M Buy
25,206
+15,037
+148% +$1.69M 0.2% 34
2016
Q3 		$1.11M Sell
10,169
-18,684
-65% -$2.04M 0.08% 45
2016
Q2 		$3.11M Sell
28,853
-5,308
-16% -$552K 0.23% 41
2016
Q1 		$3.6M Buy
34,161
+5,231
+18% +$508K 0.29% 30
2015
Q4 		$2.78M Buy
28,930
+575
+2% +$58.7K 0.22% 39
2015
Q3 		$2.8M Buy
28,355
+1,866
+7% +$184K 0.26% 39
2015
Q2 		$2.57M Buy
26,489
+1,428
+6% +$142K 0.2% 41
2015
Q1 		$2.43M Buy
25,061
+4,942
+25% +$507K 0.23% 49
2014
Q4 		$2.24M Buy
+20,119
New +$2.12M 0.23% 43

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

Horizon Investments's UPS Position: Q1 2026 in Review

Horizon Investments increased its United Parcel Service (UPS) stake by 6.4% in Q1 2026, buying an estimated $151K and bringing the position to 23,392 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #447.

Horizon Investments first reported a position in UPS in Q4 2014 and has held it in 38 quarters since. The position peaked at $8.94M in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Horizon Investments held 23,392 shares of United Parcel Service worth $2.3M as of Q1 2026.
  • Horizon Investments bought 1,409 United Parcel Service shares in Q1 2026, an estimated $151K.
  • United Parcel Service made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #447 holding.
  • Horizon Investments first reported a position in United Parcel Service in Q4 2014 and has held it in 38 quarters since.
  • Horizon Investments's United Parcel Service position peaked at $8.94M in Q2 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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