Intellectus Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
13,529
+380
| +3% | +$40.8K | 0.27% | 97 |
|
|
2025
Q4 | $1.3M | Buy |
13,149
+2,031
| +18% | +$190K | 0.25% | 104 |
|
|
2025
Q3 | $929K | Buy |
11,118
+1,074
| +11% | +$97.3K | 0.18% | 136 |
|
|
2025
Q2 | $1.01M | Buy |
10,044
+1,516
| +18% | +$149K | 0.22% | 124 |
|
|
2025
Q1 | $938K | Buy |
8,528
+496
| +6% | +$59.3K | 0.23% | 129 |
|
|
2024
Q4 | $1.01M | Sell |
8,032
-662
| -8% | -$87.1K | 0.22% | 116 |
|
|
2024
Q3 | $1.19M | Buy |
8,694
+1,319
| +18% | +$173K | 0.3% | 98 |
|
|
2024
Q2 | $1.01M | Buy |
7,375
+608
| +9% | +$87K | 0.28% | 102 |
|
|
2024
Q1 | $1.01M | Buy |
6,767
+960
| +17% | +$146K | 0.26% | 108 |
|
|
2023
Q4 | $913K | Buy |
5,807
+495
| +9% | +$74.8K | 0.26% | 107 |
|
|
2023
Q3 | $828K | Buy |
5,312
+182
| +4% | +$31.4K | 0.26% | 109 |
|
|
2023
Q2 | $919K | Buy |
5,130
+8
| +0.2% | +$1.42K | 0.28% | 105 |
|
|
2023
Q1 | $994K | Buy |
5,122
+130
| +3% | +$23.8K | 0.31% | 93 |
|
|
2022
Q4 | $868K | Buy |
4,992
+114
| +2% | +$19.7K | 0.3% | 103 |
|
|
2022
Q3 | $788K | Buy |
4,878
+35
| +0.7% | +$6.63K | 0.28% | 103 |
|
|
2022
Q2 | $884K | Buy |
4,843
+40
| +0.8% | +$7.3K | 0.3% | 91 |
|
|
2022
Q1 | $1.03M | Sell |
4,803
-309
| -6% | -$65.7K | 0.31% | 83 |
|
|
2021
Q4 | $1.1M | Sell |
5,112
-359
| -7% | -$73K | 0.28% | 95 |
|
|
2021
Q3 | $996K | Sell |
5,471
-320
| -6% | -$63.2K | 0.24% | 110 |
|
|
2021
Q2 | $1.2M | Sell |
5,791
-257
| -4% | -$51.4K | 0.27% | 99 |
|
|
2021
Q1 | $1.03M | Sell |
6,048
-106
| -2% | -$17.1K | 0.28% | 110 |
|
|
2020
Q4 | $1.04M | Buy |
6,154
+768
| +14% | +$130K | 0.31% | 99 |
|
|
2020
Q3 | $897K | Sell |
5,386
-4,631
| -46% | -$674K | 0.34% | 90 |
|
|
2020
Q2 | $1.11M | Buy |
10,017
+353
| +4% | +$35.2K | 0.43% | 59 |
|
|
2020
Q1 | $903K | Buy |
9,664
+350
| +4% | +$36.3K | 0.43% | 64 |
|
|
2019
Q4 | $1.09M | Buy |
9,314
+13
| +0.1% | +$1.54K | 0.44% | 62 |
|
|
2019
Q3 | $1.11M | Buy |
9,301
+442
| +5% | +$50.5K | 0.49% | 53 |
|
|
2019
Q2 | $915K | Buy |
8,859
+697
| +9% | +$72.5K | 0.4% | 75 |
|
|
2019
Q1 | $912K | Buy |
8,162
+770
| +10% | +$81.7K | 0.39% | 74 |
|
|
2018
Q4 | $721K | Sell |
7,392
-107
| -1% | -$11.6K | 0.49% | 52 |
|
|
2018
Q3 | $876K | Sell |
7,499
-323
| -4% | -$38K | 0.31% | 94 |
|
|
2018
Q2 | $831K | Buy |
7,822
+1,020
| +15% | +$115K | 0.3% | 93 |
|
|
2018
Q1 | $712K | Buy |
6,802
+330
| +5% | +$38.1K | 0.24% | 105 |
|
|
2017
Q4 | $771K | Buy |
6,472
+1,704
| +36% | +$200K | 0.29% | 97 |
|
|
2017
Q3 | $573K | Buy |
4,768
+1,331
| +39% | +$151K | 0.24% | 105 |
|
|
2017
Q2 | $380K | Buy |
3,437
+221
| +7% | +$23.6K | 0.17% | 140 |
|
|
2017
Q1 | $345K | Sell |
3,216
-461
| -13% | -$50.4K | 0.18% | 135 |
|
|
2016
Q4 | $422K | Buy |
+3,677
| New | +$414K | 0.22% | 120 |
|
Other funds holding UPS
VCM
VPM
Intellectus Partners's UPS Position: Q1 2026 in Review
Intellectus Partners increased its United Parcel Service (UPS) stake by 2.9% in Q1 2026, buying an estimated $40.8K and bringing the position to 13,529 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #97.
Intellectus Partners first reported a position in UPS in Q4 2016 and has held it in 38 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Intellectus Partners held 13,529 shares of United Parcel Service worth $1.33M as of Q1 2026.
- Intellectus Partners bought 380 United Parcel Service shares in Q1 2026, an estimated $40.8K.
- United Parcel Service made up 0.27% of Intellectus Partners's portfolio in Q1 2026, its #97 holding.
- Intellectus Partners first reported a position in United Parcel Service in Q4 2016 and has held it in 38 quarters since.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.