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Ironwood Investment Counsel’s United Parcel Service UPS Stock Holding History

Ironwood Investment Counsel’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 		$6.5M Buy
66,107
+4,816
+8% +$516K 0.94% 33
2025
Q4 		$6.08M Buy
61,291
+2,687
+5% +$251K 0.85% 34
2025
Q3 		$4.9M Buy
58,604
+3,217
+6% +$291K 0.71% 42
2025
Q2 		$5.59M Buy
55,387
+8,598
+18% +$846K 0.86% 34
2025
Q1 		$5.15M Buy
46,789
+5,836
+14% +$698K 0.89% 31
2024
Q4 		$5.16M Sell
40,953
-969
-2% -$128K 0.88% 34
2024
Q3 		$5.72M Buy
41,922
+1,236
+3% +$162K 0.95% 33
2024
Q2 		$5.57M Buy
40,686
+786
+2% +$113K 0.99% 29
2024
Q1 		$5.93M Buy
39,900
+328
+0.8% +$49.9K 1.03% 31
2023
Q4 		$6.22M Sell
39,572
-674
-2% -$102K 1.16% 25
2023
Q3 		$6.27M Hold
40,246
– – 1.32% 19
2023
Q2 		$7.21M Sell
40,246
-53
-0.1% -$9.41K 1.62% 14
2023
Q1 		$7.82M Sell
40,299
-185
-0.5% -$33.9K 1.86% 7
2022
Q4 		$7.04M Buy
40,484
+214
+0.5% +$37K 1.71% 11
2022
Q3 		$6.5M Buy
40,270
+405
+1% +$76.7K 1.86% 8
2022
Q2 		$7.28M Buy
39,865
+380
+1% +$69.3K 2.04% 7
2022
Q1 		$8.47M Sell
39,485
-713
-2% -$152K 2.08% 5
2021
Q4 		$8.62M Buy
40,198
+313
+0.8% +$63.7K 1.97% 8
2021
Q3 		$7.26M Buy
39,885
+974
+3% +$192K 1.86% 10
2021
Q2 		$8.09M Buy
38,911
+367
+1% +$73.4K 2.15% 6
2021
Q1 		$6.55M Sell
38,544
-18,801
-33% -$3.04M 1.88% 9
2020
Q4 		$9.66M Buy
57,345
+146
+0.3% +$24.6K 2.19% 7
2020
Q3 		$9.53M Buy
57,199
+509
+0.9% +$74.1K 2.58% 6
2020
Q2 		$6.3M Buy
56,690
+5,217
+10% +$521K 1.92% 9
2020
Q1 		$4.81M Buy
51,473
+10,127
+24% +$1.05M 1.89% 10
2019
Q4 		$4.84M Buy
41,346
+1,051
+3% +$124K 1.66% 13
2019
Q3 		$4.83M Buy
40,295
+357
+0.9% +$40.8K 1.78% 14
2019
Q2 		$4.12M Buy
39,938
+1,190
+3% +$124K 1.57% 15
2019
Q1 		$4.33M Buy
38,748
+592
+2% +$62.8K 1.7% 15
2018
Q4 		$3.72M Sell
38,156
-64
-0.2% -$6.94K 1.63% 17
2018
Q3 		$4.46M Buy
38,220
+195
+0.5% +$22.9K 1.72% 15
2018
Q2 		$4.04M Buy
38,025
+61
+0.2% +$6.85K 1.76% 14
2018
Q1 		$3.97M Sell
37,964
-1,250
-3% -$144K 1.77% 17
2017
Q4 		$4.67M Buy
39,214
+962
+3% +$113K 1.72% 17
2017
Q3 		$4.59M Buy
38,252
+2,103
+6% +$239K 1.86% 16
2017
Q2 		$3.88M Hold
36,149
– – 1.46% 19
2017
Q1 		$3.88M Buy
36,149
+5,931
+20% +$648K 1.63% 18
2016
Q4 		$3.46M Buy
30,218
+1,415
+5% +$159K 1.54% 18
2016
Q3 		$3.15M Buy
28,803
+4,933
+21% +$539K 1.47% 19
2016
Q2 		$2.57M Sell
23,870
-3,543
-13% -$369K 1.5% 19
2016
Q1 		$2.89M Buy
27,413
+2,213
+9% +$215K 1.51% 17
2015
Q4 		$2.42M Sell
25,200
-35
-0.1% -$3.58K 1.39% 22
2015
Q3 		$2.49M Buy
25,235
+43
+0.2% +$4.25K 1.35% 20
2015
Q2 		$2.44M Sell
25,192
-316
-1% -$31.4K 1.24% 22
2015
Q1 		$2.47M Buy
25,508
+646
+3% +$66.3K 1.26% 22
2014
Q4 		$2.76M Buy
24,862
+338
+1% +$35.7K 1.4% 23
2014
Q3 		$2.41M Sell
24,524
-215
-0.9% -$21.4K 1.28% 24
2014
Q2 		$2.54M Sell
24,739
-629
-2% -$63.2K 1.31% 26
2014
Q1 		$2.47M Sell
25,368
-1,215
-5% -$118K 1.35% 25
2013
Q4 		$2.79M Sell
26,583
-272
-1% -$26.8K 1.58% 20
2013
Q3 		$2.45M Sell
26,855
-1,054
-4% -$92.6K 1.62% 22
2013
Q2 		$2.41M Buy
+27,909
New +$2.39M 1.56% 19

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

Ironwood Investment Counsel's UPS Position: Q1 2026 in Review

Ironwood Investment Counsel increased its United Parcel Service (UPS) stake by 7.9% in Q1 2026, buying an estimated $516K and bringing the position to 66,107 shares worth $6.5M. The position accounts for 0.94% of the portfolio, ranked #33.

Ironwood Investment Counsel first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.66M in Q4 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Ironwood Investment Counsel held 66,107 shares of United Parcel Service worth $6.5M as of Q1 2026.
  • Ironwood Investment Counsel bought 4,816 United Parcel Service shares in Q1 2026, an estimated $516K.
  • United Parcel Service made up 0.94% of Ironwood Investment Counsel's portfolio in Q1 2026, its #33 holding.
  • Ironwood Investment Counsel first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Ironwood Investment Counsel's United Parcel Service position peaked at $9.66M in Q4 2020.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.