North Star Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Sell |
16,551
-498
| -3% | -$53.4K | 0.1% | 198 |
|
|
2025
Q4 | $1.69M | Buy |
17,049
+152
| +0.9% | +$14.2K | 0.11% | 178 |
|
|
2025
Q3 | $1.41M | Sell |
16,897
-12,699
| -43% | -$1.15M | 0.09% | 193 |
|
|
2025
Q2 | $2.99M | Sell |
29,596
-1,776
| -6% | -$175K | 0.21% | 113 |
|
|
2025
Q1 | $3.45M | Sell |
31,372
-4,039
| -11% | -$483K | 0.25% | 98 |
|
|
2024
Q4 | $4.47M | Sell |
35,411
-1,481
| -4% | -$195K | 0.31% | 76 |
|
|
2024
Q3 | $5.03M | Sell |
36,892
-1,061
| -3% | -$139K | 0.35% | 72 |
|
|
2024
Q2 | $5.19M | Buy |
37,953
+3,406
| +10% | +$488K | 0.38% | 61 |
|
|
2024
Q1 | $5.13M | Buy |
34,547
+431
| +1% | +$65.5K | 0.37% | 70 |
|
|
2023
Q4 | $5.36M | Sell |
34,116
-448
| -1% | -$67.7K | 0.41% | 59 |
|
|
2023
Q3 | $5.39M | Sell |
34,564
-892
| -3% | -$154K | 0.45% | 53 |
|
|
2023
Q2 | $6.36M | Buy |
35,456
+215
| +0.6% | +$38.2K | 0.52% | 44 |
|
|
2023
Q1 | $6.84M | Buy |
35,241
+2,404
| +7% | +$441K | 0.56% | 37 |
|
|
2022
Q4 | $5.71M | Buy |
32,837
+67
| +0.2% | +$11.6K | 0.51% | 40 |
|
|
2022
Q3 | $5.29M | Sell |
32,770
-894
| -3% | -$169K | 0.52% | 47 |
|
|
2022
Q2 | $6.14M | Sell |
33,664
-259
| -0.8% | -$47.2K | 0.56% | 41 |
|
|
2022
Q1 | $7.28M | Sell |
33,923
-26
| -0.1% | -$5.53K | 0.57% | 37 |
|
|
2021
Q4 | $7.28M | Buy |
33,949
+1,795
| +6% | +$365K | 0.51% | 45 |
|
|
2021
Q3 | $5.86M | Buy |
32,154
+88
| +0.3% | +$17.4K | 0.48% | 51 |
|
|
2021
Q2 | $6.67M | Sell |
32,066
-26
| -0.1% | -$5.2K | 0.53% | 47 |
|
|
2021
Q1 | $5.46M | Sell |
32,092
-375
| -1% | -$60.7K | 0.51% | 51 |
|
|
2020
Q4 | $5.47M | Buy |
32,467
+7
| +0% | +$1.18K | 0.57% | 46 |
|
|
2020
Q3 | $5.41M | Buy |
32,460
+158
| +0.5% | +$23K | 0.64% | 39 |
|
|
2020
Q2 | $3.59M | Buy |
32,302
+108
| +0.3% | +$10.8K | 0.47% | 56 |
|
|
2020
Q1 | $3.01M | Buy |
32,194
+5,258
| +20% | +$545K | 0.45% | 58 |
|
|
2019
Q4 | $3.15M | Buy |
26,936
+1,340
| +5% | +$159K | 0.33% | 82 |
|
|
2019
Q3 | $3.07M | Sell |
25,596
-12,471
| -33% | -$1.43M | 0.34% | 77 |
|
|
2019
Q2 | $3.93M | Sell |
38,067
-884
| -2% | -$91.9K | 0.45% | 57 |
|
|
2019
Q1 | $4.35M | Sell |
38,951
-5,925
| -13% | -$628K | 0.51% | 48 |
|
|
2018
Q4 | $4.38M | Sell |
44,876
-6,835
| -13% | -$741K | 0.57% | 41 |
|
|
2018
Q3 | $6.04M | Buy |
51,711
+399
| +0.8% | +$47K | 0.68% | 32 |
|
|
2018
Q2 | $5.45M | Sell |
51,312
-24
| -0% | -$2.7K | 0.63% | 35 |
|
|
2018
Q1 | $5.37M | Buy |
51,336
+4,859
| +10% | +$562K | 0.64% | 36 |
|
|
2017
Q4 | $5.54M | Buy |
46,477
+909
| +2% | +$107K | 0.67% | 34 |
|
|
2017
Q3 | $5.47M | Buy |
45,568
+205
| +0.5% | +$23.3K | 0.69% | 32 |
|
|
2017
Q2 | $5.02M | Buy |
45,363
+2,194
| +5% | +$235K | 0.67% | 27 |
|
|
2017
Q1 | $4.63M | Buy |
43,169
+2,078
| +5% | +$227K | 0.64% | 32 |
|
|
2016
Q4 | $4.71M | Buy |
41,091
+849
| +2% | +$95.7K | 0.71% | 26 |
|
|
2016
Q3 | $4.4M | Buy |
40,242
+213
| +0.5% | +$23.3K | 0.78% | 22 |
|
|
2016
Q2 | $4.31M | Buy |
40,029
+1,828
| +5% | +$190K | 0.79% | 22 |
|
|
2016
Q1 | $4.03M | Sell |
38,201
-702
| -2% | -$68.2K | 0.77% | 24 |
|
|
2015
Q4 | $3.74M | Buy |
38,903
+7,077
| +22% | +$723K | 0.73% | 29 |
|
|
2015
Q3 | $3.14M | Buy |
31,826
+2,828
| +10% | +$279K | 0.65% | 31 |
|
|
2015
Q2 | $2.81M | Buy |
28,998
+8,277
| +40% | +$822K | 0.52% | 44 |
|
|
2015
Q1 | $2.01M | Buy |
20,721
+1,093
| +6% | +$112K | 0.38% | 78 |
|
|
2014
Q4 | $2.18M | Buy |
19,628
+14,692
| +298% | +$1.55M | 0.42% | 73 |
|
|
2014
Q3 | $485K | Sell |
4,936
-164
| -3% | -$16.3K | 0.1% | 197 |
|
|
2014
Q2 | $524K | Hold |
5,100
| – | – | 0.11% | 194 |
|
|
2014
Q1 | $497K | Hold |
5,100
| – | – | 0.1% | 196 |
|
|
2013
Q4 | $536K | Hold |
5,100
| – | – | 0.12% | 198 |
|
|
2013
Q3 | $466K | Buy |
5,100
+350
| +7% | +$30.8K | 0.12% | 191 |
|
|
2013
Q2 | $411K | Buy |
+4,750
| New | +$407K | 0.11% | 191 |
|
Other funds holding UPS
VCM
VPM
North Star Investment Management's UPS Position: Q1 2026 in Review
North Star Investment Management reduced its United Parcel Service (UPS) stake by 2.9% in Q1 2026, selling an estimated $53.4K and leaving 16,551 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #198.
North Star Investment Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.28M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- North Star Investment Management held 16,551 shares of United Parcel Service worth $1.63M as of Q1 2026.
- North Star Investment Management sold 498 United Parcel Service shares in Q1 2026, an estimated $53.4K.
- United Parcel Service made up 0.1% of North Star Investment Management's portfolio in Q1 2026, its #198 holding.
- North Star Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- North Star Investment Management's United Parcel Service position peaked at $7.28M in Q4 2021.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.