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

Miller 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	$979K	Hold	9,947	–	–	0.1%	48
2025 Q4	$987K	Hold	9,947	–	–	0.1%	52
2025 Q3	$831K	Sell	9,947 -6,760	-40%	-$612K	0.08%	67
2025 Q2	$1.69M	Hold	16,707	–	–	0.18%	48
2025 Q1	$1.84M	Sell	16,707 -152	-0.9%	-$18.2K	0.2%	44
2024 Q4	$2.13M	Hold	16,859	–	–	0.23%	40
2024 Q3	$2.3M	Hold	16,859	–	–	0.24%	38
2024 Q2	$2.31M	Hold	16,859	–	–	0.28%	40
2024 Q1	$2.51M	Hold	16,859	–	–	0.32%	38
2023 Q4	$2.65M	Hold	16,859	–	–	0.38%	35
2023 Q3	$2.63M	Hold	16,859	–	–	0.41%	30
2023 Q2	$3.02M	Hold	16,859	–	–	0.46%	28
2023 Q1	$3.27M	Hold	16,859	–	–	0.54%	27
2022 Q4	$2.93M	Hold	16,859	–	–	0.5%	28
2022 Q3	$2.72M	Hold	16,859	–	–	0.57%	26
2022 Q2	$3.08M	Hold	16,859	–	–	0.63%	24
2022 Q1	$3.62M	Hold	16,859	–	–	0.57%	25
2021 Q4	$3.61M	Hold	16,859	–	–	0.52%	26
2021 Q3	$3.07M	Hold	16,859	–	–	0.53%	27
2021 Q2	$3.51M	Hold	16,859	–	–	0.61%	18
2021 Q1	$2.87M	Hold	16,859	–	–	0.53%	22
2020 Q4	$2.84M	Sell	16,859 -1,300	-7%	-$219K	0.53%	19
2020 Q3	$3.03M	Sell	18,159 -400	-2%	-$58.2K	0.74%	10
2020 Q2	$2.06M	Hold	18,559	–	–	0.61%	18
2020 Q1	$1.73M	Hold	18,559	–	–	0.56%	18
2019 Q4	$2.17M	Hold	18,559	–	–	0.48%	26
2019 Q3	$2.22M	Hold	18,559	–	–	0.51%	21
2019 Q2	$1.92M	Hold	18,559	–	–	0.44%	25
2019 Q1	$2.07M	Hold	18,559	–	–	0.54%	22
2018 Q4	$1.81M	Hold	18,559	–	–	0.53%	22
2018 Q3	$2.17M	Hold	18,559	–	–	0.66%	19
2018 Q2	$1.97M	Hold	18,559	–	–	0.59%	20
2018 Q1	$1.94M	Hold	18,559	–	–	0.64%	21
2017 Q4	$2.21M	Hold	18,559	–	–	0.67%	18
2017 Q3	$2.23M	Hold	18,559	–	–	0.72%	16
2017 Q2	$2.05M	Hold	18,559	–	–	0.73%	18
2017 Q1	$1.99M	Buy	18,559 +2,230	+14%	+$244K	0.73%	19
2016 Q4	$1.87M	Hold	16,329	–	–	0.61%	20
2016 Q3	$1.79M	Hold	16,329	–	–	0.64%	21
2016 Q2	$1.76M	Hold	16,329	–	–	0.68%	21
2016 Q1	$1.72M	Hold	16,329	–	–	0.75%	20
2015 Q4	$1.57M	Hold	16,329	–	–	0.61%	22
2015 Q3	$1.61M	Hold	16,329	–	–	0.65%	19
2015 Q2	$1.58M	Hold	16,329	–	–	0.59%	23
2015 Q1	$1.58M	Buy	16,329 +304	+2%	+$31.2K	0.57%	27
2014 Q4	$1.78M	Buy	16,025 +950	+6%	+$100K	0.68%	22
2014 Q3	$1.48M	Hold	15,075	–	–	0.71%	29
2014 Q2	$1.55M	Sell	15,075 -4,225	-22%	-$424K	0.69%	31
2014 Q1	$1.88M	Hold	19,300	–	–	1.05%	25
2013 Q4	$2.03M	Hold	19,300	–	–	1.13%	17
2013 Q3	$1.76M	Hold	19,300	–	–	1.06%	27
2013 Q2	$1.67M	Buy	+19,300	New	+$1.66M	1.19%	28

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

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

Miller Investment Management held its United Parcel Service (UPS) position steady in Q1 2026 at 9,947 shares worth $979K. The position accounts for 0.1% of the portfolio, ranked #48.

Miller Investment Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.62M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Miller Investment Management held 9,947 shares of United Parcel Service worth $979K as of Q1 2026.
Miller Investment Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.1% of Miller Investment Management's portfolio in Q1 2026, its #48 holding.
Miller Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's United Parcel Service position peaked at $3.62M in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.