K.J. Harrison & Partners’s United Parcel Service UPS Stock Holding History

K.J. Harrison & 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
2026 Q1	$2.36M	Sell	24,000 -39,000	-62%	-$4.18M	0.39%	66
2025 Q4	$6.25M	Buy	+63,000	New	+$5.89M	0.83%	31
2024 Q1	–	Sell	-6,375	Closed	-$1M	–	229
2023 Q4	$1M	Buy	+6,375	New	+$964K	0.17%	124
2023 Q3	–	Sell	-6,375	Closed	-$1.14M	–	208
2023 Q2	$1.14M	Hold	6,375	–	–	0.21%	119
2023 Q1	$1.24M	Sell	6,375 -40	-0.6%	-$7.34K	0.25%	108
2022 Q4	$1.51M	Buy	6,415 +2,997	+88%	+$519K	0.3%	103
2022 Q3	$552K	Sell	3,418 -1,597	-32%	-$302K	0.2%	105
2022 Q2	$916K	Buy	5,015 +1,490	+42%	+$272K	0.25%	103
2022 Q1	$756K	Buy	+3,525	New	+$749K	0.12%	144
2020 Q2	–	Sell	-7,810	Closed	-$730K	–	214
2020 Q1	$730K	Buy	+7,810	New	+$809K	0.41%	63
2018 Q4	–	Sell	-16,000	Closed	-$1.87M	–	190
2018 Q3	$1.87M	Hold	16,000	–	–	0.48%	81
2018 Q2	$1.7M	Hold	16,000	–	–	0.49%	76
2018 Q1	$1.68M	Buy	+16,000	New	+$1.85M	0.55%	71
2016 Q1	–	Sell	-4,900	Closed	-$472K	–	182
2015 Q4	$472K	Sell	4,900 -500	-9%	-$51.1K	0.21%	107
2015 Q3	$533K	Hold	5,400	–	–	0.26%	89
2015 Q2	$523K	Buy	+5,400	New	+$537K	0.16%	126

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

K.J. Harrison & Partners's UPS Position: Q1 2026 in Review

K.J. Harrison & Partners reduced its United Parcel Service (UPS) stake by 62% in Q1 2026, selling an estimated $4.18M and leaving 24,000 shares worth $2.36M. The position accounts for 0.39% of the portfolio, ranked #66.

K.J. Harrison & Partners first reported a position in UPS in Q2 2015 and has held it in 16 quarters since. The position peaked at $6.25M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

K.J. Harrison & Partners held 24,000 shares of United Parcel Service worth $2.36M as of Q1 2026.
K.J. Harrison & Partners sold 39,000 United Parcel Service shares in Q1 2026, an estimated $4.18M.
United Parcel Service made up 0.39% of K.J. Harrison & Partners's portfolio in Q1 2026, its #66 holding.
K.J. Harrison & Partners first reported a position in United Parcel Service in Q2 2015 and has held it in 16 quarters since.
K.J. Harrison & Partners's United Parcel Service position peaked at $6.25M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.