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Legacy Capital Group California’s United Parcel Service UPS Stock Holding History

Legacy Capital Group California’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 		$615K Sell
6,247
-687
-10% -$73.7K 0.23% 143
2025
Q4 		$688K Sell
6,934
-33
-0.5% -$3.09K 0.17% 163
2025
Q3 		$582K Buy
6,967
+2,083
+43% +$189K 0.15% 182
2025
Q2 		$493K Sell
4,884
-173
-3% -$17K 0.14% 188
2025
Q1 		$556K Sell
5,057
-47
-0.9% -$5.62K 0.19% 150
2024
Q4 		$644K Sell
5,104
-34
-0.7% -$4.47K 0.2% 142
2024
Q3 		$701K Buy
+5,138
New +$675K 0.23% 125

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 Capital Group California's UPS Position: Q1 2026 in Review

Legacy Capital Group California reduced its United Parcel Service (UPS) stake by 9.9% in Q1 2026, selling an estimated $73.7K and leaving 6,247 shares worth $615K. The position accounts for 0.23% of the portfolio, ranked #143.

Legacy Capital Group California first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $701K in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Legacy Capital Group California held 6,247 shares of United Parcel Service worth $615K as of Q1 2026.
  • Legacy Capital Group California sold 687 United Parcel Service shares in Q1 2026, an estimated $73.7K.
  • United Parcel Service made up 0.23% of Legacy Capital Group California's portfolio in Q1 2026, its #143 holding.
  • Legacy Capital Group California first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
  • Legacy Capital Group California's United Parcel Service position peaked at $701K in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.