Orca Investment Management’s United Parcel Service UPS Stock Holding History

Orca Investment Management’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	$1.56M	Sell	15,881 -1,102	-6%	-$118K	1.33%	25
2025 Q4	$1.68M	Sell	16,983 -626	-4%	-$58.6K	1.33%	25
2025 Q3	$1.47M	Sell	17,609 -349	-2%	-$31.6K	1.2%	26
2025 Q2	$1.81M	Buy	17,958 +3,144	+21%	+$309K	1.64%	20
2025 Q1	$1.63M	Sell	14,814 -310	-2%	-$37.1K	1.63%	20
2024 Q4	$1.91M	Sell	15,124 -154	-1%	-$20.3K	1.79%	17
2024 Q3	$2.08M	Hold	15,278	–	–	1.88%	19
2024 Q2	$2.09M	Buy	15,278 +59	+0.4%	+$8.45K	2%	15
2024 Q1	$2.26M	Buy	+15,219	New	+$2.31M	2.12%	18

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

Orca Investment Management's UPS Position: Q1 2026 in Review

Orca Investment Management reduced its United Parcel Service (UPS) stake by 6.5% in Q1 2026, selling an estimated $118K and leaving 15,881 shares worth $1.56M. The position accounts for 1.33% of the portfolio, ranked #25.

Orca Investment Management first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.26M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Orca Investment Management held 15,881 shares of United Parcel Service worth $1.56M as of Q1 2026.
Orca Investment Management sold 1,102 United Parcel Service shares in Q1 2026, an estimated $118K.
United Parcel Service made up 1.33% of Orca Investment Management's portfolio in Q1 2026, its #25 holding.
Orca Investment Management first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Orca Investment Management's United Parcel Service position peaked at $2.26M in Q1 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.