InceptionR’s United Parcel Service UPS Stock Holding History

InceptionR’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	$1.93M	Buy	+19,591	New	+$2.1M	0.46%	22
2025 Q4	–	Sell	-8,828	Closed	-$737K	–	888
2025 Q3	$737K	Buy	+8,828	New	+$800K	0.18%	204
2025 Q2	–	Sell	-12,599	Closed	-$1.39M	–	854
2025 Q1	$1.39M	Buy	12,599 +10,553	+516%	+$1.26M	0.41%	46
2024 Q4	$258K	Sell	2,046 -7,077	-78%	-$931K	0.06%	507
2024 Q3	$1.24M	Sell	9,123 -1,904	-17%	-$250K	0.3%	91
2024 Q2	$1.51M	Buy	11,027 +6,565	+147%	+$940K	0.43%	28
2024 Q1	$663K	Sell	4,462 -590	-12%	-$89.7K	0.17%	234
2023 Q4	$794K	Buy	5,052 +919	+22%	+$139K	0.57%	23
2023 Q3	$644K	Sell	4,133 -768	-16%	-$133K	0.37%	82
2023 Q2	$879K	Buy	+4,901	New	+$870K	0.47%	41
2023 Q1	–	Sell	-3,570	Closed	-$621K	–	597
2022 Q4	$621K	Buy	+3,570	New	+$618K	0.33%	106

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

InceptionR's UPS Position: Q1 2026 in Review

InceptionR opened a new position in United Parcel Service (UPS) in Q1 2026: 19,591 shares worth $1.93M. The stake represents 0.46% of the portfolio and ranks #22 among its holdings. This is a return to the name: InceptionR previously reported a position in UPS as recently as Q3 2025.

InceptionR first reported a position in UPS in Q4 2022 and has held it in 11 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

InceptionR held 19,591 shares of United Parcel Service worth $1.93M as of Q1 2026.
United Parcel Service was a new InceptionR position in Q1 2026.
United Parcel Service made up 0.46% of InceptionR's portfolio in Q1 2026, its #22 holding.
InceptionR first reported a position in United Parcel Service in Q4 2022 and has held it in 11 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.