Minot DeBlois Advisors’s United Parcel Service UPS Stock Holding History

Minot DeBlois Advisors’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	$529K	Buy	5,378 +263	+5%	+$28.2K	0.48%	63
2025 Q4	$507K	Sell	5,115 -605	-11%	-$56.6K	0.46%	64
2025 Q3	$478K	Buy	5,720 +580	+11%	+$52.5K	0.43%	67
2025 Q2	$519K	Buy	5,140 +75	+1%	+$7.38K	0.49%	58
2025 Q1	$557K	Sell	5,065 -49	-1%	-$5.86K	0.56%	55
2024 Q4	$645K	Buy	+5,114	New	+$673K	0.59%	52

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

Minot DeBlois Advisors's UPS Position: Q1 2026 in Review

Minot DeBlois Advisors increased its United Parcel Service (UPS) stake by 5.1% in Q1 2026, buying an estimated $28.2K and bringing the position to 5,378 shares worth $529K. The position accounts for 0.48% of the portfolio, ranked #63.

Minot DeBlois Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $645K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Minot DeBlois Advisors held 5,378 shares of United Parcel Service worth $529K as of Q1 2026.
Minot DeBlois Advisors bought 263 United Parcel Service shares in Q1 2026, an estimated $28.2K.
United Parcel Service made up 0.48% of Minot DeBlois Advisors's portfolio in Q1 2026, its #63 holding.
Minot DeBlois Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's United Parcel Service position peaked at $645K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.