Interval Partners’s United Parcel Service UPS Stock Holding History

Interval Partners’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
2025 Q2	–	Sell	-540,200	Closed	-$59.4M	–	501
2025 Q1	$59.4M	Buy	+540,200	New	+$64.6M	1.25%	15
2022 Q4	–	Sell	-12,500	Closed	-$2.02M	–	327
2022 Q3	$2.02M	Buy	+12,500	New	+$2.37M	0.09%	201
2020 Q3	–	Sell	-30,000	Closed	-$3.33M	–	304
2020 Q2	$3.33M	Buy	+30,000	New	+$2.99M	0.21%	101
2018 Q4	–	Sell	-280,000	Closed	-$32.7M	–	245
2018 Q3	$32.7M	Buy	+280,000	New	+$33M	1.33%	17
2018 Q1	–	Sell	-313,500	Closed	-$37.4M	–	256
2017 Q4	$37.4M	Buy	+313,500	New	+$36.8M	1.56%	16

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Interval Partners's UPS Position: Q1 2026 in Review

Interval Partners sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 158,105 shares — an estimated $15.7M sold.

Interval Partners first reported a position in UPS in Q1 2015 and held it in 21 quarters. The position peaked at $90.1M in Q1 2024. 2,112 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Interval Partners reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Interval Partners sold 158,105 United Parcel Service shares in Q1 2026, an estimated $15.7M.
Interval Partners first reported a position in United Parcel Service in Q1 2015 and held it in 21 quarters.
Interval Partners's United Parcel Service position peaked at $90.1M in Q1 2024.
2,112 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.