Longfellow Investment Management’s United Parcel Service UPS Stock Holding History

Longfellow Investment Management’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	$5.74M	Buy	58,361 +49,894	+589%	+$5.35M	1.2%	20
2025 Q4	$840K	Hold	8,467	–	–	0.19%	87
2025 Q3	$707K	Hold	8,467	–	–	0.17%	98
2025 Q2	$855K	Hold	8,467	–	–	0.21%	82
2025 Q1	$931K	Hold	8,467	–	–	0.23%	62
2024 Q4	$1.07M	Sell	8,467 -543	-6%	-$71.5K	0.27%	51
2024 Q3	$1.23M	Buy	9,010 +54	+0.6%	+$7.09K	0.31%	47
2024 Q2	$1.23M	Buy	8,956 +1,056	+13%	+$151K	0.31%	40
2024 Q1	$1.17M	Buy	7,900 +3,163	+67%	+$481K	0.27%	42
2023 Q4	$745K	Hold	4,737	–	–	0.18%	67
2023 Q3	$738K	Hold	4,737	–	–	0.2%	67
2023 Q2	$849K	Buy	4,737 +192	+4%	+$34.1K	0.2%	71
2023 Q1	$882K	Buy	4,545 +601	+15%	+$110K	0.2%	75
2022 Q4	$686K	Hold	3,944	–	–	0.16%	103
2022 Q3	$637K	Hold	3,944	–	–	0.13%	130
2022 Q2	$720K	Hold	3,944	–	–	0.16%	119
2022 Q1	$846K	Buy	3,944 +1,798	+84%	+$382K	0.14%	133
2021 Q4	$460K	Buy	+2,146	New	+$436K	0.07%	162
2021 Q2	–	Sell	-9,854	Closed	-$1.68M	–	485
2021 Q1	$1.68M	Sell	9,854 -1,465	-13%	-$237K	0.2%	129
2020 Q4	$1.91M	Buy	+11,319	New	+$1.91M	0.23%	117

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

Longfellow Investment Management's UPS Position: Q1 2026 in Review

Longfellow Investment Management increased its United Parcel Service (UPS) stake by 589% in Q1 2026, buying an estimated $5.35M and bringing the position to 58,361 shares worth $5.74M. The position accounts for 1.2% of the portfolio, ranked #20.

Longfellow Investment Management first reported a position in UPS in Q4 2020 and has held it in 20 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Longfellow Investment Management held 58,361 shares of United Parcel Service worth $5.74M as of Q1 2026.
Longfellow Investment Management bought 49,894 United Parcel Service shares in Q1 2026, an estimated $5.35M.
United Parcel Service made up 1.2% of Longfellow Investment Management's portfolio in Q1 2026, its #20 holding.
Longfellow Investment Management first reported a position in United Parcel Service in Q4 2020 and has held it in 20 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.