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Old Port Advisors’s United Parcel Service UPS Stock Holding History

Old Port Advisors’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 		$1.55M Sell
15,743
-713
-4% -$76.5K 0.36% 87
2025
Q4 		$1.63M Sell
16,456
-1,088
-6% -$102K 0.4% 81
2025
Q3 		$1.47M Sell
17,544
-1,953
-10% -$177K 0.37% 90
2025
Q2 		$1.97M Sell
19,497
-2,765
-12% -$272K 0.54% 60
2025
Q1 		$2.45M Sell
22,262
-80
-0.4% -$9.57K 0.72% 44
2024
Q4 		$2.82M Sell
22,342
-184
-0.8% -$24.2K 0.81% 35
2024
Q3 		$3.07M Buy
22,526
+12,259
+119% +$1.61M 0.85% 32
2024
Q2 		$1.41M Buy
10,267
+166
+2% +$23.8K 0.42% 81
2024
Q1 		$1.5M Buy
10,101
+1,249
+14% +$190K 0.46% 77
2023
Q4 		$1.39M Buy
8,852
+322
+4% +$48.7K 0.46% 76
2023
Q3 		$1.33M Buy
+8,530
New +$1.47M 0.48% 77
2023
Q1 		$1.49M Buy
7,758
+583
+8% +$107K 0.54% 72
2022
Q4 		$1.25M Buy
7,175
+314
+5% +$54.4K 0.47% 80
2022
Q3 		$1.15M Buy
6,861
+406
+6% +$76.9K 0.46% 85
2022
Q2 		$1.19M Buy
6,455
+557
+9% +$102K 0.46% 79
2022
Q1 		$1.22M Buy
5,898
+247
+4% +$52.5K 0.42% 84
2021
Q4 		$1.22M Buy
5,651
+118
+2% +$24K 0.41% 86
2021
Q3 		$1M Buy
5,533
+929
+20% +$183K 0.36% 91
2021
Q2 		$974K Buy
4,604
+2,843
+161% +$569K 0.35% 86
2021
Q1 		$299K Buy
+1,761
New +$285K 0.12% 173

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

Old Port Advisors's UPS Position: Q1 2026 in Review

Old Port Advisors reduced its United Parcel Service (UPS) stake by 4.3% in Q1 2026, selling an estimated $76.5K and leaving 15,743 shares worth $1.55M. The position accounts for 0.36% of the portfolio, ranked #87.

Old Port Advisors first reported a position in UPS in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.07M in Q3 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Old Port Advisors held 15,743 shares of United Parcel Service worth $1.55M as of Q1 2026.
  • Old Port Advisors sold 713 United Parcel Service shares in Q1 2026, an estimated $76.5K.
  • United Parcel Service made up 0.36% of Old Port Advisors's portfolio in Q1 2026, its #87 holding.
  • Old Port Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 20 quarters since.
  • Old Port Advisors's United Parcel Service position peaked at $3.07M in Q3 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.