Oarsman Capital’s United Parcel Service UPS Stock Holding History

Oarsman 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	$918K	Sell	9,330 -1,541	-14%	-$165K	0.11%	93
2025 Q4	$1.08M	Buy	10,871 +1,814	+20%	+$170K	0.14%	89
2025 Q3	$757K	Sell	9,057 -1,271	-12%	-$115K	0.11%	109
2025 Q2	$1.04M	Buy	10,328 +829	+9%	+$81.6K	0.16%	93
2025 Q1	$1.04M	Buy	9,499 +8,700	+1,089%	+$1.04M	0.19%	93
2024 Q4	$101K	Sell	799 -67	-8%	-$8.82K	0.02%	326
2024 Q3	$118K	Buy	+866	New	+$114K	0.02%	313
2024 Q2	–	Sell	-1,509	Closed	-$224K	–	249
2024 Q1	$224K	Buy	+1,509	New	+$229K	0.05%	213
2020 Q3	–	Sell	-2,926	Closed	-$325K	–	177
2020 Q2	$325K	Hold	2,926	–	–	0.16%	116
2020 Q1	$273K	Buy	+2,926	New	+$303K	0.25%	89

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

Oarsman Capital's UPS Position: Q1 2026 in Review

Oarsman Capital reduced its United Parcel Service (UPS) stake by 14% in Q1 2026, selling an estimated $165K and leaving 9,330 shares worth $918K. The position accounts for 0.11% of the portfolio, ranked #93.

Oarsman Capital first reported a position in UPS in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Oarsman Capital held 9,330 shares of United Parcel Service worth $918K as of Q1 2026.
Oarsman Capital sold 1,541 United Parcel Service shares in Q1 2026, an estimated $165K.
United Parcel Service made up 0.11% of Oarsman Capital's portfolio in Q1 2026, its #93 holding.
Oarsman Capital first reported a position in United Parcel Service in Q1 2020 and has held it in 10 quarters since.
Oarsman Capital's United Parcel Service position peaked at $1.08M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.