NG
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Northstar Group’s United Parcel Service UPS Stock Holding History

Northstar 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 		$328K Sell
3,330
-400
-11% -$42.9K 0.05% 131
2025
Q4 		$370K Sell
3,730
-258
-6% -$24.1K 0.05% 120
2025
Q3 		$333K Sell
3,988
-462
-10% -$41.8K 0.05% 120
2025
Q2 		$449K Sell
4,450
-204
-4% -$20.1K 0.07% 96
2025
Q1 		$512K Sell
4,654
-163
-3% -$19.5K 0.08% 89
2024
Q4 		$607K Buy
4,817
+40
+0.8% +$5.26K 0.1% 84
2024
Q3 		$651K Sell
4,777
-506
-10% -$66.4K 0.11% 81
2024
Q2 		$723K Sell
5,283
-531
-9% -$76K 0.14% 75
2024
Q1 		$864K Buy
5,814
+13
+0.2% +$1.98K 0.17% 71
2023
Q4 		$912K Sell
5,801
-619
-10% -$93.6K 0.2% 64
2023
Q3 		$1M Hold
6,420
– – 0.24% 67
2023
Q2 		$1.15M Buy
6,420
+5
+0.1% +$888 0.27% 62
2023
Q1 		$1.24M Buy
6,415
+5
+0.1% +$917 0.32% 60
2022
Q4 		$1.11M Sell
6,410
-25
-0.4% -$4.33K 0.32% 59
2022
Q3 		$1.04M Buy
6,435
+4
+0.1% +$757 0.31% 61
2022
Q2 		$1.17M Sell
6,431
-15
-0.2% -$2.74K 0.34% 62
2022
Q1 		$1.38M Buy
6,446
+36
+0.6% +$7.65K 0.33% 60
2021
Q4 		$1.37M Buy
6,410
+23
+0.4% +$4.68K 0.33% 59
2021
Q3 		$1.16M Sell
6,387
-324
-5% -$64K 0.3% 67
2021
Q2 		$1.4M Sell
6,711
-147
-2% -$29.4K 0.37% 62
2021
Q1 		$1.17M Buy
6,858
+16
+0.2% +$2.59K 0.33% 64
2020
Q4 		$1.15M Buy
6,842
+5
+0.1% +$844 0.35% 63
2020
Q3 		$1.14M Buy
6,837
+1
+0% +$146 0.39% 60
2020
Q2 		$760K Sell
6,836
-749
-10% -$74.8K 0.31% 63
2020
Q1 		$709K Buy
7,585
+23
+0.3% +$2.38K 0.32% 62
2019
Q4 		$885K Sell
7,562
-83
-1% -$9.83K 0.34% 63
2019
Q3 		$916K Sell
7,645
-876
-10% -$100K 0.38% 62
2019
Q2 		$880K Sell
8,521
-76
-0.9% -$7.91K 0.37% 62
2019
Q1 		$961K Sell
8,597
-188
-2% -$19.9K 0.43% 59
2018
Q4 		$857K Buy
8,785
+32
+0.4% +$3.47K 0.44% 54
2018
Q3 		$1.02M Sell
8,753
-286
-3% -$33.7K 0.47% 54
2018
Q2 		$934K Sell
9,039
-827
-8% -$92.9K 0.48% 54
2018
Q1 		$1.03M Buy
9,866
+30
+0.3% +$3.47K 0.54% 49
2017
Q4 		$1.17M Sell
9,836
-1,874
-16% -$220K 0.62% 42
2017
Q3 		$1.41M Sell
11,710
-410
-3% -$46.6K 0.81% 36
2017
Q2 		$1.34M Sell
12,120
-523
-4% -$55.9K 0.83% 36
2017
Q1 		$1.34M Sell
12,643
-973
-7% -$106K 0.89% 33
2016
Q4 		$1.56M Sell
13,616
-279
-2% -$31.4K 1.08% 25
2016
Q3 		$1.52M Sell
13,895
-531
-4% -$58K 1.09% 27
2016
Q2 		$1.55M Sell
14,426
-275
-2% -$28.6K 1.16% 23
2016
Q1 		$1.55M Sell
14,701
-125
-0.8% -$12.1K 1.18% 22
2015
Q4 		$1.43M Sell
14,826
-77
-0.5% -$7.87K 1.13% 22
2015
Q3 		$1.48M Buy
14,903
+25
+0.2% +$2.47K 1.21% 21
2015
Q2 		$1.44M Buy
14,878
+23
+0.2% +$2.29K 1.1% 22
2015
Q1 		$1.44M Sell
14,855
-52
-0.3% -$5.34K 1.11% 21
2014
Q4 		$1.66M Buy
+14,907
New +$1.57M 1.3% 19

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

Northstar Group's UPS Position: Q1 2026 in Review

Northstar Group reduced its United Parcel Service (UPS) stake by 11% in Q1 2026, selling an estimated $42.9K and leaving 3,330 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #131.

Northstar Group first reported a position in UPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.66M in Q4 2014. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Northstar Group held 3,330 shares of United Parcel Service worth $328K as of Q1 2026.
  • Northstar Group sold 400 United Parcel Service shares in Q1 2026, an estimated $42.9K.
  • United Parcel Service made up 0.05% of Northstar Group's portfolio in Q1 2026, its #131 holding.
  • Northstar Group first reported a position in United Parcel Service in Q4 2014 and has held it in 46 quarters since.
  • Northstar Group's United Parcel Service position peaked at $1.66M in Q4 2014.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.