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Legacy Bridge’s United Parcel Service UPS Stock Holding History

Legacy Bridge’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 		$121K Sell
1,229
-130
-10% -$13.9K 0.05% 169
2025
Q4 		$135K Buy
1,359
+75
+6% +$7.01K 0.05% 161
2025
Q3 		$107K Sell
1,284
-167
-12% -$15.1K 0.04% 167
2025
Q2 		$146K Sell
1,451
-120
-8% -$11.8K 0.07% 143
2025
Q1 		$173K Sell
1,571
-47
-3% -$5.62K 0.1% 136
2024
Q4 		$204K Hold
1,618
– – 0.11% 133
2024
Q3 		$221K Sell
1,618
-57
-3% -$7.48K 0.12% 134
2024
Q2 		$229K Hold
1,675
– – 0.14% 124
2024
Q1 		$249K Sell
1,675
-164
-9% -$24.9K 0.15% 130
2023
Q4 		$289K Hold
1,839
– – 0.19% 117
2023
Q3 		$287K Hold
1,839
– – 0.2% 117
2023
Q2 		$330K Hold
1,839
– – 0.22% 119
2023
Q1 		$357K Hold
1,839
– – 0.25% 116
2022
Q4 		$320K Buy
1,839
+47
+3% +$8.14K 0.23% 118
2022
Q3 		$289K Hold
1,792
– – 0.23% 117
2022
Q2 		$327K Sell
1,792
-25
-1% -$4.56K 0.24% 117
2022
Q1 		$390K Hold
1,817
– – 0.23% 122
2021
Q4 		$389K Hold
1,817
– – 0.2% 125
2021
Q3 		$331K Buy
1,817
+40
+2% +$7.9K 0.19% 127
2021
Q2 		$370K Sell
1,777
-100
-5% -$20K 0.21% 126
2021
Q1 		$319K Sell
1,877
-57
-3% -$9.22K 0.21% 119
2020
Q4 		$326K Hold
1,934
– – 0.24% 114
2020
Q3 		$322K Sell
1,934
-56
-3% -$8.15K 0.29% 105
2020
Q2 		$221K Sell
1,990
-250
-11% -$25K 0.24% 114
2020
Q1 		$209K Sell
2,240
-4,294
-66% -$445K 0.26% 113
2019
Q4 		$765K Buy
6,534
+401
+7% +$47.5K 0.64% 60
2019
Q3 		$735K Sell
6,133
-312
-5% -$35.7K 0.7% 48
2019
Q2 		$666K Hold
6,445
– – 0.64% 59
2019
Q1 		$720K Hold
6,445
– – 0.74% 41
2018
Q4 		$629K Buy
+6,445
New +$699K 0.78% 41

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

Legacy Bridge's UPS Position: Q1 2026 in Review

Legacy Bridge reduced its United Parcel Service (UPS) stake by 9.6% in Q1 2026, selling an estimated $13.9K and leaving 1,229 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #169.

Legacy Bridge first reported a position in UPS in Q4 2018 and has held it in 30 quarters since. The position peaked at $765K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Legacy Bridge held 1,229 shares of United Parcel Service worth $121K as of Q1 2026.
  • Legacy Bridge sold 130 United Parcel Service shares in Q1 2026, an estimated $13.9K.
  • United Parcel Service made up 0.05% of Legacy Bridge's portfolio in Q1 2026, its #169 holding.
  • Legacy Bridge first reported a position in United Parcel Service in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's United Parcel Service position peaked at $765K in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.