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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 		$9.84K Hold
100
– – ﹤0.01% 121
2025
Q4 		$9.92K Hold
100
– – ﹤0.01% 123
2025
Q3 		$8.35K Hold
100
– – ﹤0.01% 140
2025
Q2 		$10.1K Hold
100
– – ﹤0.01% 128
2025
Q1 		$11K Hold
100
– – ﹤0.01% 106
2024
Q4 		$12.6K Buy
+100
New +$13.2K 0.01% 91

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. 2,099 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.
  • 2,099 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.