NewSquare Capital’s United Parcel Service UPS Stock Holding History

NewSquare Capital’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	$4.74M	Sell	48,197 -970	-2%	-$104K	0.41%	84
2025 Q4	$4.88M	Sell	49,167 -21,243	-30%	-$1.99M	0.43%	71
2025 Q3	$5.88M	Buy	70,410 +3,098	+5%	+$281K	0.4%	82
2025 Q2	$6.75M	Buy	67,312 +3,253	+5%	+$320K	0.5%	64
2025 Q1	$6.99M	Buy	64,059 +81	+0.1%	+$9.69K	0.57%	53
2024 Q4	$8.01M	Buy	63,978 +32,294	+102%	+$4.25M	0.64%	43
2024 Q3	$4.26M	Sell	31,684 -621	-2%	-$81.5K	0.34%	98
2024 Q2	$4.36M	Buy	32,305 +1,487	+5%	+$213K	0.38%	90
2024 Q1	$4.51M	Buy	30,818 +482	+2%	+$73.3K	0.4%	83
2023 Q4	$4.7M	Buy	30,336 +885	+3%	+$134K	0.45%	77
2023 Q3	$4.52M	Buy	29,451 +1,207	+4%	+$208K	0.48%	68
2023 Q2	$5.06M	Buy	28,244 +1,341	+5%	+$238K	0.53%	71
2023 Q1	$5.22M	Buy	26,903 +2,104	+8%	+$386K	0.62%	63
2022 Q4	$4.31M	Buy	24,799 +1,980	+9%	+$343K	0.54%	70
2022 Q3	$3.69M	Buy	22,819 +1,484	+7%	+$281K	0.46%	68
2022 Q2	$3.9M	Buy	21,335 +2,908	+16%	+$530K	0.5%	68
2022 Q1	$3.95M	Buy	18,427 +2,095	+13%	+$445K	0.42%	73
2021 Q4	$3.5M	Buy	16,332 +1,658	+11%	+$337K	0.37%	81
2021 Q3	$2.67M	Buy	14,674 +665	+5%	+$131K	0.31%	90
2021 Q2	$2.91M	Buy	14,009 +971	+7%	+$194K	0.35%	82
2021 Q1	$2.22M	Buy	13,038 +601	+5%	+$97.2K	0.29%	94
2020 Q4	$2.09M	Buy	12,437 +96	+0.8%	+$16.2K	0.29%	97
2020 Q3	$2.06M	Sell	12,341 -5,481	-31%	-$798K	0.33%	82
2020 Q2	$1.98M	Sell	17,822 -12,285	-41%	-$1.23M	0.34%	66
2020 Q1	$2.81M	Buy	30,107 +13,695	+83%	+$1.42M	0.52%	35
2019 Q4	$1.92M	Buy	16,412 +1,113	+7%	+$132K	0.32%	67
2019 Q3	$1.83M	Sell	15,299 -3,181	-17%	-$364K	0.33%	63
2019 Q2	$1.91M	Buy	18,480 +1,464	+9%	+$152K	0.35%	51
2019 Q1	$1.9M	Buy	17,016 +12,607	+286%	+$1.34M	0.36%	43
2018 Q4	$430K	Sell	4,409 -1,030	-19%	-$112K	0.09%	90
2018 Q3	$635K	Hold	5,439	–	–	0.12%	83
2018 Q2	$610K	Sell	5,439 -312	-5%	-$35K	0.12%	85
2018 Q1	$602K	Hold	5,751	–	–	0.13%	86
2017 Q4	$685K	Buy	5,751 +434	+8%	+$51K	0.16%	84
2017 Q3	$639K	Hold	5,317	–	–	0.15%	82
2017 Q2	$588K	Sell	5,317 -2,225	-30%	-$238K	0.14%	84
2017 Q1	$809K	Hold	7,542	–	–	0.19%	74
2016 Q4	$865K	Sell	7,542 -110	-1%	-$12.4K	0.22%	74
2016 Q3	$837K	Buy	7,652 +7,382	+2,734%	+$806K	0.19%	77
2016 Q2	$29K	Sell	270 -34	-11%	-$3.54K	0.01%	187
2016 Q1	$32K	Buy	304 +105	+53%	+$10.2K	0.01%	184
2015 Q4	$19K	Buy	199 +22	+12%	+$2.25K	0.01%	207
2015 Q3	$17K	Hold	177	–	–	0.01%	203
2015 Q2	$17K	Hold	177	–	–	0.01%	219
2015 Q1	$17K	Hold	177	–	–	0.01%	205
2014 Q4	$20K	Hold	177	–	–	0.01%	211
2014 Q3	$17K	Buy	177 +160	+941%	+$15.9K	0.01%	223
2014 Q2	$2K	Buy	+17	New	+$1.71K	﹤0.01%	257

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

NewSquare Capital's UPS Position: Q1 2026 in Review

NewSquare Capital reduced its United Parcel Service (UPS) stake by 2% in Q1 2026, selling an estimated $104K and leaving 48,197 shares worth $4.74M. The position accounts for 0.41% of the portfolio, ranked #84.

NewSquare Capital first reported a position in UPS in Q2 2014 and has held it in 48 quarters since. The position peaked at $8.01M in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

NewSquare Capital held 48,197 shares of United Parcel Service worth $4.74M as of Q1 2026.
NewSquare Capital sold 970 United Parcel Service shares in Q1 2026, an estimated $104K.
United Parcel Service made up 0.41% of NewSquare Capital's portfolio in Q1 2026, its #84 holding.
NewSquare Capital first reported a position in United Parcel Service in Q2 2014 and has held it in 48 quarters since.
NewSquare Capital's United Parcel Service position peaked at $8.01M in Q4 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.