Ogorek Anthony Joseph’s United Parcel Service UPS Stock Holding History

Ogorek Anthony Joseph’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	$30K	Hold	307	–	–	0.01%	225
2025 Q4	$30K	Buy	307 +14	+5%	+$1.31K	0.01%	215
2025 Q3	$24K	Buy	293 +52	+22%	+$4.71K	0.01%	264
2025 Q2	$24K	Buy	241 +44	+22%	+$4.33K	0.01%	255
2025 Q1	$21K	Buy	+197	New	+$23.6K	0.01%	266
2024 Q3	–	Sell	-10	Closed	-$1K	–	290
2024 Q2	$1K	Sell	10 -17	-63%	-$2.43K	﹤0.01%	266
2024 Q1	$4K	Sell	27 -34	-56%	-$5.17K	﹤0.01%	247
2023 Q4	$9K	Sell	61 -4,534	-99%	-$686K	﹤0.01%	222
2023 Q3	$716K	Buy	4,595 +58	+1%	+$10K	0.28%	59
2023 Q2	$813K	Buy	4,537 +1,944	+75%	+$345K	0.31%	52
2023 Q1	$503K	Buy	+2,593	New	+$476K	0.21%	57

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

Ogorek Anthony Joseph's UPS Position: Q1 2026 in Review

Ogorek Anthony Joseph held its United Parcel Service (UPS) position steady in Q1 2026 at 307 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #225.

Ogorek Anthony Joseph first reported a position in UPS in Q1 2023 and has held it in 11 quarters since. The position peaked at $813K in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Ogorek Anthony Joseph held 307 shares of United Parcel Service worth $30K as of Q1 2026.
Ogorek Anthony Joseph left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #225 holding.
Ogorek Anthony Joseph first reported a position in United Parcel Service in Q1 2023 and has held it in 11 quarters since.
Ogorek Anthony Joseph's United Parcel Service position peaked at $813K in Q2 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.