MDCM
UPS icon

Morgan Dempsey Capital Management’s United Parcel Service UPS Stock Holding History

Morgan Dempsey Capital 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 		$4.86M Buy
49,415
+798
+2% +$85.6K 2.21% 27
2025
Q4 		$4.82M Sell
48,617
-3,589
-7% -$336K 2.35% 24
2025
Q3 		$4.36M Buy
52,206
+6,438
+14% +$583K 1.94% 27
2025
Q2 		$4.62M Sell
45,768
-427
-0.9% -$42K 1.93% 27
2025
Q1 		$5.08M Buy
46,195
+1,731
+4% +$207K 2.12% 28
2024
Q4 		$5.61M Buy
44,464
+4,029
+10% +$530K 2.25% 24
2024
Q3 		$5.51M Sell
40,435
-6,383
-14% -$838K 1.89% 31
2024
Q2 		$6.41M Sell
46,818
-2,259
-5% -$323K 2.14% 31
2024
Q1 		$7.29M Sell
49,077
-4,203
-8% -$639K 2.33% 30
2023
Q4 		$8.38M Sell
53,280
-3,964
-7% -$599K 2.56% 26
2023
Q3 		$8.92M Buy
57,244
+1,780
+3% +$307K 2.78% 18
2023
Q2 		$9.94M Sell
55,464
-3,266
-6% -$580K 2.84% 16
2023
Q1 		$11.4M Buy
58,730
+2,267
+4% +$416K 3.08% 7
2022
Q4 		$9.82M Buy
56,463
+8,251
+17% +$1.43M 2.72% 19
2022
Q3 		$7.79M Buy
48,212
+8,898
+23% +$1.68M 2.56% 23
2022
Q2 		$7.18M Buy
39,314
+1,088
+3% +$198K 2.18% 32
2022
Q1 		$8.2M Sell
38,226
-463
-1% -$98.4K 2.43% 24
2021
Q4 		$8.29M Sell
38,689
-1,675
-4% -$341K 2.58% 24
2021
Q3 		$7.35M Sell
40,364
-2,193
-5% -$433K 2.42% 27
2021
Q2 		$8.85M Sell
42,557
-1,533
-3% -$307K 2.77% 17
2021
Q1 		$7.5M Buy
44,090
+6,925
+19% +$1.12M 2.37% 30
2020
Q4 		$6.26M Sell
37,165
-7,363
-17% -$1.24M 2.54% 24
2020
Q3 		$7.42M Buy
44,528
+1,545
+4% +$225K 2.85% 21
2020
Q2 		$4.78M Buy
42,983
+2,888
+7% +$288K 1.96% 29
2020
Q1 		$3.75M Buy
+40,095
New +$4.15M 1.81% 30
2016
Q3 		– Sell
-13
Closed -$1K – 198
2016
Q2 		$1K Buy
+13
New +$1.35K ﹤0.01% 209

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

Morgan Dempsey Capital Management's UPS Position: Q1 2026 in Review

Morgan Dempsey Capital Management increased its United Parcel Service (UPS) stake by 1.6% in Q1 2026, buying an estimated $85.6K and bringing the position to 49,415 shares worth $4.86M. The position accounts for 2.21% of the portfolio, ranked #27.

Morgan Dempsey Capital Management first reported a position in UPS in Q2 2016 and has held it in 26 quarters since. The position peaked at $11.4M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Morgan Dempsey Capital Management held 49,415 shares of United Parcel Service worth $4.86M as of Q1 2026.
  • Morgan Dempsey Capital Management bought 798 United Parcel Service shares in Q1 2026, an estimated $85.6K.
  • United Parcel Service made up 2.21% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #27 holding.
  • Morgan Dempsey Capital Management first reported a position in United Parcel Service in Q2 2016 and has held it in 26 quarters since.
  • Morgan Dempsey Capital Management's United Parcel Service position peaked at $11.4M in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.