&Partners’s United Parcel Service UPS Stock Holding History

&Partners’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	$10M	Sell	101,365 -1,125	-1%	-$121K	0.05%	323
2025 Q4	$10.2M	Buy	102,490 +18,019	+21%	+$1.69M	0.05%	308
2025 Q3	$7.04M	Buy	84,471 +13,924	+20%	+$1.26M	0.05%	341
2025 Q2	$7.14M	Sell	70,547 -10,758	-13%	-$1.06M	0.05%	298
2025 Q1	$8.93M	Buy	81,305 +10,378	+15%	+$1.24M	0.09%	204
2024 Q4	$8.73M	Buy	70,927 +17,105	+32%	+$2.25M	0.1%	194
2024 Q3	$7.32M	Buy	53,822 +27,300	+103%	+$3.58M	0.14%	153
2024 Q2	$3.61M	Buy	26,522 +19,981	+305%	+$2.86M	0.16%	144
2024 Q1	$972K	Buy	6,541 +3,333	+104%	+$507K	0.13%	157
2023 Q4	$505K	Buy	+3,208	New	+$485K	0.12%	156

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

&Partners's UPS Position: Q1 2026 in Review

&Partners reduced its United Parcel Service (UPS) stake by 1.1% in Q1 2026, selling an estimated $121K and leaving 101,365 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #323.

&Partners first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

&Partners held 101,365 shares of United Parcel Service worth $10M as of Q1 2026.
&Partners sold 1,125 United Parcel Service shares in Q1 2026, an estimated $121K.
United Parcel Service made up 0.05% of &Partners's portfolio in Q1 2026, its #323 holding.
&Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
&Partners's United Parcel Service position peaked at $10.2M in Q4 2025.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.