Joseph Group Capital Management’s United Parcel Service UPS Stock Holding History

Joseph Group Capital Management’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	$83.3K	Buy	847 +254	+43%	+$27.2K	0.02%	87
2025 Q4	$58.8K	Buy	593 +228	+62%	+$21.3K	0.02%	82
2025 Q3	$30.5K	Buy	365 +35	+11%	+$3.17K	0.01%	84
2025 Q2	$33.3K	Hold	330	–	–	0.01%	79
2025 Q1	$36.3K	Buy	330 +150	+83%	+$17.9K	0.01%	78
2024 Q4	$22.7K	Hold	180	–	–	0.01%	81
2024 Q3	$24.5K	Hold	180	–	–	0.01%	74
2024 Q2	$24.6K	Hold	180	–	–	0.01%	66
2024 Q1	$26.8K	Hold	180	–	–	0.01%	75
2023 Q4	$28.3K	Buy	180 +5	+3%	+$756	0.02%	74
2023 Q3	$27.3K	Hold	175	–	–	0.02%	69
2023 Q2	$31.4K	Buy	175 +10	+6%	+$1.78K	0.03%	66
2023 Q1	$32K	Hold	165	–	–	0.03%	68
2022 Q4	$29K	Hold	165	–	–	0.03%	76
2022 Q3	$27K	Hold	165	–	–	0.03%	59
2022 Q2	$30K	Hold	165	–	–	0.03%	60
2022 Q1	$35K	Hold	165	–	–	0.04%	58
2021 Q4	$35K	Buy	+165	New	+$33.6K	0.03%	58

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

Joseph Group Capital Management's UPS Position: Q1 2026 in Review

Joseph Group Capital Management increased its United Parcel Service (UPS) stake by 43% in Q1 2026, buying an estimated $27.2K and bringing the position to 847 shares worth $83.3K. The position accounts for 0.02% of the portfolio, ranked #87.

Joseph Group Capital Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Joseph Group Capital Management held 847 shares of United Parcel Service worth $83.3K as of Q1 2026.
Joseph Group Capital Management bought 254 United Parcel Service shares in Q1 2026, an estimated $27.2K.
United Parcel Service made up 0.02% of Joseph Group Capital Management's portfolio in Q1 2026, its #87 holding.
Joseph Group Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.