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McAdam LLC’s United Parcel Service UPS Stock Holding History

McAdam LLC’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 		$1.79M Sell
18,218
-594
-3% -$63.7K 0.08% 115
2025
Q4 		$1.87M Sell
18,812
-923
-5% -$86.3K 0.09% 109
2025
Q3 		$1.65M Buy
19,735
+14,451
+273% +$1.31M 0.08% 114
2025
Q2 		$533K Buy
5,284
+442
+9% +$43.5K 0.03% 205
2025
Q1 		$533K Sell
4,842
-290
-6% -$34.7K 0.03% 185
2024
Q4 		$647K Buy
5,132
+330
+7% +$43.4K 0.04% 170
2024
Q3 		$655K Buy
4,802
+71
+2% +$9.32K 0.04% 166
2024
Q2 		$647K Hold
4,731
– – 0.04% 149
2024
Q1 		$703K Buy
4,731
+19
+0.4% +$2.89K 0.05% 142
2023
Q4 		$741K Buy
4,712
+35
+0.7% +$5.29K 0.05% 127
2023
Q3 		$729K Buy
4,677
+65
+1% +$11.2K 0.06% 131
2023
Q2 		$827K Sell
4,612
-15
-0.3% -$2.66K 0.07% 122
2023
Q1 		$898K Buy
4,627
+1,075
+30% +$197K 0.08% 118
2022
Q4 		$761K Sell
3,552
-76
-2% -$13.2K 0.08% 88
2022
Q3 		$586K Buy
3,628
+74
+2% +$14K 0.06% 122
2022
Q2 		$649K Sell
3,554
-29
-0.8% -$5.29K 0.07% 119
2022
Q1 		$768K Buy
3,583
+31
+0.9% +$6.59K 0.07% 90
2021
Q4 		$761K Sell
3,552
-125
-3% -$25.4K 0.08% 88
2021
Q3 		$670K Buy
3,677
+14
+0.4% +$2.76K 0.07% 85
2021
Q2 		$703K Buy
3,663
+4
+0.1% +$800 0.08% 82
2021
Q1 		$622K Buy
3,659
+30
+0.8% +$4.85K 0.09% 79
2020
Q4 		$587K Buy
3,629
+125
+4% +$21.1K 0.09% 79
2020
Q3 		$584K Sell
3,504
-34
-1% -$4.95K 0.11% 61
2020
Q2 		$393K Buy
3,538
+34
+1% +$3.39K 0.08% 75
2020
Q1 		$327K Buy
+3,504
New +$363K 0.09% 69
2018
Q4 		– Sell
-155
Closed -$18K – 571
2018
Q3 		$18K Hold
155
– – 0.01% 275
2018
Q2 		$16K Sell
155
-35
-18% -$3.93K 0.01% 277
2018
Q1 		$20K Buy
+190
New +$22K 0.01% 246

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

McAdam LLC's UPS Position: Q1 2026 in Review

McAdam LLC reduced its United Parcel Service (UPS) stake by 3.2% in Q1 2026, selling an estimated $63.7K and leaving 18,218 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #115.

McAdam LLC first reported a position in UPS in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.87M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • McAdam LLC held 18,218 shares of United Parcel Service worth $1.79M as of Q1 2026.
  • McAdam LLC sold 594 United Parcel Service shares in Q1 2026, an estimated $63.7K.
  • United Parcel Service made up 0.08% of McAdam LLC's portfolio in Q1 2026, its #115 holding.
  • McAdam LLC first reported a position in United Parcel Service in Q1 2018 and has held it in 28 quarters since.
  • McAdam LLC's United Parcel Service position peaked at $1.87M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.