JHC
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J. Hagan Capital’s United Parcel Service UPS Stock Holding History

J. Hagan Capital’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 		$518K Buy
5,270
+4
+0.1% +$429 0.28% 44
2025
Q4 		$522K Buy
5,266
+3
+0.1% +$281 0.29% 46
2025
Q3 		$440K Buy
5,263
+1,212
+30% +$110K 0.27% 56
2025
Q2 		$401K Buy
4,051
+41
+1% +$4.03K 0.27% 55
2025
Q1 		$506K Buy
+4,010
New +$479K 0.41% 34

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

J. Hagan Capital's UPS Position: Q1 2026 in Review

J. Hagan Capital increased its United Parcel Service (UPS) stake by 0.08% in Q1 2026, buying an estimated $429 and bringing the position to 5,270 shares worth $518K. The position accounts for 0.28% of the portfolio, ranked #44.

J. Hagan Capital first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $522K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • J. Hagan Capital held 5,270 shares of United Parcel Service worth $518K as of Q1 2026.
  • J. Hagan Capital bought 4 United Parcel Service shares in Q1 2026, an estimated $429.
  • United Parcel Service made up 0.28% of J. Hagan Capital's portfolio in Q1 2026, its #44 holding.
  • J. Hagan Capital first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's United Parcel Service position peaked at $522K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.