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
2022 Q1	–	Sell	-126	Closed	-$752K	–	464
2021 Q4	$752K	Hold	126	–	–	0.02%	310
2021 Q3	$369K	Buy	126 +1	+0.8%	+$197	0.01%	374
2021 Q2	$676K	Buy	125 +2	+2%	+$400	0.01%	341
2021 Q1	$295K	Buy	123 +18	+17%	+$2.91K	0.01%	369
2020 Q4	$268K	Sell	105 -18	-15%	-$3.04K	0.01%	380
2020 Q3	$898K	Sell	123 -26	-17%	-$3.79K	0.03%	263
2020 Q2	$335K	Buy	+149	New	+$14.9K	0.01%	329

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

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.