NFJ Investment Group’s United Parcel Service UPS Stock Holding History

NFJ Investment Group’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	$6.81M	Sell	69,235 -6,441	-9%	-$691K	0.26%	86
2025 Q4	$7.51M	Sell	75,676 -108,366	-59%	-$10.1M	0.27%	89
2025 Q3	$15.4M	Sell	184,042 -1,518	-0.8%	-$137K	0.53%	64
2025 Q2	$18.7M	Buy	185,560 +173,193	+1,400%	+$17M	0.65%	50
2025 Q1	$1.36M	Sell	12,367 -584	-5%	-$69.8K	0.05%	237
2024 Q4	$1.63M	Buy	+12,951	New	+$1.7M	0.05%	221
2023 Q3	–	Sell	-55,497	Closed	-$9.95M	–	264
2023 Q2	$9.95M	Hold	55,497	–	–	0.26%	110
2023 Q1	$10.8M	Hold	55,497	–	–	0.29%	113
2022 Q4	$9.65M	Buy	+55,497	New	+$9.61M	0.25%	133

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

NFJ Investment Group's UPS Position: Q1 2026 in Review

NFJ Investment Group reduced its United Parcel Service (UPS) stake by 8.5% in Q1 2026, selling an estimated $691K and leaving 69,235 shares worth $6.81M. The position accounts for 0.26% of the portfolio, ranked #86.

NFJ Investment Group first reported a position in UPS in Q4 2022 and has held it in 9 quarters since. The position peaked at $18.7M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

NFJ Investment Group held 69,235 shares of United Parcel Service worth $6.81M as of Q1 2026.
NFJ Investment Group sold 6,441 United Parcel Service shares in Q1 2026, an estimated $691K.
United Parcel Service made up 0.26% of NFJ Investment Group's portfolio in Q1 2026, its #86 holding.
NFJ Investment Group first reported a position in United Parcel Service in Q4 2022 and has held it in 9 quarters since.
NFJ Investment Group's United Parcel Service position peaked at $18.7M in Q2 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.