Kovitz Investment Group Partners
UPS icon

Kovitz Investment Group Partners’s United Parcel Service UPS Stock Holding History

Kovitz Investment Group 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 		$9.22M Buy
93,766
+24,723
+36% +$2.65M 0.21% 104
2025
Q4 		$6.85M Sell
69,043
-24,396
-26% -$2.28M 0.15% 122
2025
Q3 		$7.81M Buy
93,439
+33,686
+56% +$3.05M 0.03% 369
2025
Q2 		$6.03M Buy
59,753
+22,677
+61% +$2.23M 0.03% 412
2025
Q1 		$4.08M Buy
37,076
+2,018
+6% +$241K 0.02% 441
2024
Q4 		$4.42M Buy
35,058
+786
+2% +$103K 0.02% 421
2024
Q3 		$3.9M Buy
34,272
+15,779
+85% +$2.07M 0.03% 379
2024
Q2 		$2.53M Buy
18,493
+12,101
+189% +$1.73M 0.02% 390
2024
Q1 		$950K Buy
6,392
+4,307
+207% +$655K 0.01% 419
2023
Q4 		$328K Sell
2,085
-25,575
-92% -$3.87M 0.01% 358
2023
Q3 		$4.31M Sell
27,660
-1,118
-4% -$193K 0.08% 165
2023
Q2 		$5.16M Buy
28,778
+5,620
+24% +$998K 0.08% 145
2023
Q1 		$4.49M Sell
23,158
-482
-2% -$88.4K 0.08% 163
2022
Q4 		$4.11M Sell
23,640
-1,775
-7% -$307K 0.08% 182
2022
Q3 		$4.11M Sell
25,415
-364
-1% -$68.9K 0.09% 164
2022
Q2 		$4.71M Sell
25,779
-51
-0.2% -$9.3K 0.1% 154
2022
Q1 		$5.54M Buy
25,830
+15,166
+142% +$3.22M 0.11% 145
2021
Q4 		$1.8M Buy
10,664
+1,222
+13% +$249K 0.04% 215
2021
Q3 		$1.72M Sell
9,442
-336
-3% -$66.3K 0.03% 244
2021
Q2 		$2.03M Buy
9,778
+118
+1% +$23.6K 0.04% 238
2021
Q1 		$1.64M Sell
9,660
-1,003
-9% -$162K 0.04% 229
2020
Q4 		$1.8M Sell
10,663
-75
-0.7% -$12.7K 0.04% 212
2020
Q3 		$1.79M Sell
10,738
-25,550
-70% -$3.72M 0.05% 203
2020
Q2 		$4.03M Buy
36,288
+23,068
+174% +$2.3M 0.12% 120
2020
Q1 		$1.24M Sell
13,220
-3,872
-23% -$401K 0.04% 219
2019
Q4 		$2M Sell
17,092
-203,266
-92% -$24.1M 0.06% 199
2019
Q3 		$26.4M Sell
220,358
-7,191
-3% -$822K 0.84% 34
2019
Q2 		$23.5M Sell
227,549
-140,717
-38% -$14.6M 0.74% 32
2019
Q1 		$41.1M Sell
368,266
-3,193
-0.9% -$339K 1.3% 27
2018
Q4 		$36.2M Sell
371,459
-12,472
-3% -$1.35M 1.43% 26
2018
Q3 		$44.8M Sell
383,931
-2,644
-0.7% -$311K 2.04% 21
2018
Q2 		$41.1M Buy
386,575
+288
+0.1% +$32.3K 1.91% 22
2018
Q1 		$40.4M Buy
386,287
+73,275
+23% +$8.47M 1.95% 24
2017
Q4 		$37.3K Sell
313,012
-12,179
-4% -$1.43M 1.6% 26
2017
Q3 		$39.1M Sell
325,191
-1,722
-0.5% -$196K 1.94% 26
2017
Q2 		$36.2M Buy
326,913
+1,710
+0.5% +$183K 1.93% 26
2017
Q1 		$34.9M Buy
325,203
+3,073
+1% +$336K 1.92% 26
2016
Q4 		$36.9M Sell
322,130
-1,986
-0.6% -$224K 2.15% 26
2016
Q3 		$35.4M Sell
324,116
-8,462
-3% -$924K 2.18% 21
2016
Q2 		$32.9M Sell
332,578
-21,648
-6% -$2.25M 2.28% 19
2016
Q1 		$37.4M Buy
+354,226
New +$34.4M 2.21% 21

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

Kovitz Investment Group Partners's UPS Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its United Parcel Service (UPS) stake by 36% in Q1 2026, buying an estimated $2.65M and bringing the position to 93,766 shares worth $9.22M. The position accounts for 0.21% of the portfolio, ranked #104.

Kovitz Investment Group Partners first reported a position in UPS in Q1 2016 and has held it in 41 quarters since. The position peaked at $44.8M in Q3 2018. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kovitz Investment Group Partners held 93,766 shares of United Parcel Service worth $9.22M as of Q1 2026.
  • Kovitz Investment Group Partners bought 24,723 United Parcel Service shares in Q1 2026, an estimated $2.65M.
  • United Parcel Service made up 0.21% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #104 holding.
  • Kovitz Investment Group Partners first reported a position in United Parcel Service in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's United Parcel Service position peaked at $44.8M in Q3 2018.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.