Mork Capital Management’s United Parcel Service UPS Stock Holding History

Mork 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	$1.09M	Hold	11,040	–	–	0.77%	66
2025 Q4	$1.1M	Buy	11,040 +3,140	+40%	+$294K	0.67%	62
2025 Q3	$660K	Hold	7,900	–	–	0.45%	97
2025 Q2	$797K	Hold	7,900	–	–	0.58%	89
2025 Q1	$869K	Hold	7,900	–	–	0.68%	83
2024 Q4	$996K	Buy	+7,900	New	+$1.04M	0.66%	94
2023 Q4	–	Sell	-4,820	Closed	-$751K	–	145
2023 Q3	$751K	Hold	4,820	–	–	0.59%	90
2023 Q2	$864K	Hold	4,820	–	–	0.66%	71
2023 Q1	$935K	Hold	4,820	–	–	0.76%	52
2022 Q4	$838K	Buy	+4,820	New	+$834K	0.64%	95
2021 Q1	–	Sell	-8,400	Closed	-$1.42M	–	104
2020 Q4	$1.42M	Hold	8,400	–	–	1.04%	29
2020 Q3	$1.4M	Hold	8,400	–	–	1.53%	15
2020 Q2	$934K	Hold	8,400	–	–	1.1%	36
2020 Q1	$785K	Hold	8,400	–	–	1.08%	35
2019 Q4	$983K	Buy	+8,400	New	+$994K	0.7%	74
2018 Q4	–	Sell	-8,400	Closed	-$981K	–	135
2018 Q3	$981K	Hold	8,400	–	–	0.79%	65
2018 Q2	$892K	Hold	8,400	–	–	0.79%	70
2018 Q1	$879K	Hold	8,400	–	–	0.84%	69
2017 Q4	$1M	Buy	8,400 +1,100	+15%	+$129K	0.67%	66
2017 Q3	$877K	Hold	7,300	–	–	0.71%	74
2017 Q2	$807K	Hold	7,300	–	–	0.69%	80
2017 Q1	$783K	Sell	7,300 -900	-11%	-$98.3K	0.7%	88
2016 Q4	$940K	Hold	8,200	–	–	0.66%	58
2016 Q3	$897K	Hold	8,200	–	–	0.86%	57
2016 Q2	$883K	Hold	8,200	–	–	0.88%	45
2016 Q1	$865K	Hold	8,200	–	–	0.84%	48
2015 Q4	$789K	Buy	+8,200	New	+$838K	0.76%	67

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

Mork Capital Management's UPS Position: Q1 2026 in Review

Mork Capital Management held its United Parcel Service (UPS) position steady in Q1 2026 at 11,040 shares worth $1.09M. The position accounts for 0.77% of the portfolio, ranked #66.

Mork Capital Management first reported a position in UPS in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.42M in Q4 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Mork Capital Management held 11,040 shares of United Parcel Service worth $1.09M as of Q1 2026.
Mork Capital Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.77% of Mork Capital Management's portfolio in Q1 2026, its #66 holding.
Mork Capital Management first reported a position in United Parcel Service in Q4 2015 and has held it in 27 quarters since.
Mork Capital Management's United Parcel Service position peaked at $1.42M in Q4 2020.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mork Capital Management's 13F filing for Q1 2026, filed 15 May 2026.