Jackson Grant Investment Advisers’s United Parcel Service UPS Stock Holding History

Jackson Grant Investment Advisers’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	$984	Hold	10	–	–	﹤0.01%	394
2025 Q4	$992	Hold	10	–	–	﹤0.01%	392
2025 Q3	$835	Sell	10 -227	-96%	-$20.6K	﹤0.01%	410
2025 Q2	$23.9K	Hold	237	–	–	0.01%	225
2025 Q1	$26.1K	Hold	237	–	–	0.01%	211
2024 Q4	$29.9K	Hold	237	–	–	0.01%	210
2024 Q3	$32.3K	Hold	237	–	–	0.01%	204
2024 Q2	$32.4K	Hold	237	–	–	0.01%	202
2024 Q1	$35.2K	Sell	237 -41	-15%	-$6.23K	0.01%	194
2023 Q4	$43.7K	Hold	278	–	–	0.02%	181
2023 Q3	$43.3K	Hold	278	–	–	0.02%	172
2023 Q2	$49.8K	Hold	278	–	–	0.02%	171
2023 Q1	$53.9K	Buy	278 +41	+17%	+$7.52K	0.03%	176
2022 Q4	$41.2K	Hold	237	–	–	0.02%	195
2022 Q3	$38K	Hold	237	–	–	0.02%	204
2022 Q2	$43K	Buy	237 +10	+4%	+$1.82K	0.02%	196
2022 Q1	$49K	Buy	+227	New	+$48.2K	0.02%	208
2021 Q4	–	Sell	-300	Closed	-$55K	–	312
2021 Q3	$55K	Hold	300	–	–	0.02%	197
2021 Q2	$62K	Hold	300	–	–	0.03%	183
2021 Q1	$51K	Buy	+300	New	+$48.5K	0.02%	195
2019 Q3	–	Sell	-37	Closed	-$4K	–	228
2019 Q2	$4K	Hold	37	–	–	﹤0.01%	217
2019 Q1	$4K	Buy	+37	New	+$3.92K	﹤0.01%	216

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

Jackson Grant Investment Advisers's UPS Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its United Parcel Service (UPS) position steady in Q1 2026 at 10 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Jackson Grant Investment Advisers first reported a position in UPS in Q1 2019 and has held it in 22 quarters since. The position peaked at $62K in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Jackson Grant Investment Advisers held 10 shares of United Parcel Service worth $984 as of Q1 2026.
Jackson Grant Investment Advisers left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #394 holding.
Jackson Grant Investment Advisers first reported a position in United Parcel Service in Q1 2019 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's United Parcel Service position peaked at $62K in Q2 2021.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.