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Marble Harbor Investment Counsel’s United Parcel Service UPS Stock Holding History

Marble Harbor Investment Counsel’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 		– Sell
-2,155
Closed -$214K – 194
2025
Q4 		$214K Buy
+2,155
New +$202K 0.02% 179
2025
Q3 		– Sell
-2,755
Closed -$278K – 207
2025
Q2 		$278K Hold
2,755
– – 0.03% 174
2025
Q1 		$303K Sell
2,755
-100
-4% -$12K 0.03% 171
2024
Q4 		$360K Hold
2,855
– – 0.04% 168
2024
Q3 		$389K Hold
2,855
– – 0.04% 161
2024
Q2 		$391K Hold
2,855
– – 0.05% 148
2024
Q1 		$424K Hold
2,855
– – 0.05% 143
2023
Q4 		$449K Sell
2,855
-103
-3% -$15.6K 0.06% 129
2023
Q3 		$461K Sell
2,958
-250
-8% -$43.2K 0.06% 122
2023
Q2 		$575K Sell
3,208
-360
-10% -$63.9K 0.07% 113
2023
Q1 		$692K Buy
3,568
+238
+7% +$43.7K 0.09% 108
2022
Q4 		$579K Buy
3,330
+100
+3% +$17.3K 0.08% 112
2022
Q3 		$522K Buy
3,230
+120
+4% +$22.7K 0.08% 114
2022
Q2 		$568K Buy
3,110
+1,230
+65% +$224K 0.09% 111
2022
Q1 		$403K Buy
1,880
+500
+36% +$106K 0.05% 141
2021
Q4 		$296K Sell
1,380
-20
-1% -$4.07K 0.03% 164
2021
Q3 		$255K Buy
1,400
+400
+40% +$79K 0.03% 168
2021
Q2 		$208K Sell
1,000
-400
-29% -$80K 0.03% 191
2021
Q1 		$238K Hold
1,400
– – 0.03% 173
2020
Q4 		$236K Buy
+1,400
New +$236K 0.03% 163
2019
Q2 		– Sell
-2,050
Closed -$229K – 153
2019
Q1 		$229K Sell
2,050
-250
-11% -$26.5K 0.04% 137
2018
Q4 		$224K Hold
2,300
– – 0.04% 134
2018
Q3 		$269K Hold
2,300
– – 0.05% 131
2018
Q2 		$244K Sell
2,300
-1,280
-36% -$144K 0.05% 137
2018
Q1 		$375K Buy
3,580
+1,003
+39% +$116K 0.07% 120
2017
Q4 		$307K Buy
2,577
+400
+18% +$47K 0.06% 136
2017
Q3 		$261K Buy
+2,177
New +$247K 0.05% 145

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

Marble Harbor Investment Counsel's UPS Position: Q1 2026 in Review

Marble Harbor Investment Counsel sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,155 shares — an estimated $214K sold.

Marble Harbor Investment Counsel first reported a position in UPS in Q3 2017 and held it in 27 quarters. The position peaked at $692K in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Marble Harbor Investment Counsel reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Marble Harbor Investment Counsel sold 2,155 United Parcel Service shares in Q1 2026, an estimated $214K.
  • Marble Harbor Investment Counsel first reported a position in United Parcel Service in Q3 2017 and held it in 27 quarters.
  • Marble Harbor Investment Counsel's United Parcel Service position peaked at $692K in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.