Patrick M. Sweeney & Associates’s United Parcel Service UPS Stock Holding History

Patrick M. Sweeney & Associates’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	$427K	Buy	4,337 +1	+0%	+$107	0.27%	88
2025 Q4	$430K	Sell	4,336 -530	-11%	-$49.6K	0.27%	87
2025 Q3	$406K	Buy	4,866 +47	+1%	+$4.26K	0.26%	90
2025 Q2	$502K	Sell	4,819 -114	-2%	-$11.2K	0.35%	77
2025 Q1	$543K	Buy	4,933 +1	+0%	+$120	0.41%	67
2024 Q4	$622K	Sell	4,932 -20	-0.4%	-$2.63K	0.47%	57
2024 Q3	$675K	Sell	4,952 -15	-0.3%	-$1.97K	0.5%	52
2024 Q2	$680K	Buy	4,967 +1	+0%	+$143	0.55%	47
2024 Q1	$738K	Buy	4,966 +100	+2%	+$15.2K	0.61%	40
2023 Q4	$765K	Buy	+4,866	New	+$736K	0.7%	33

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

Patrick M. Sweeney & Associates's UPS Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its United Parcel Service (UPS) stake by 0.02% in Q1 2026, buying an estimated $107 and bringing the position to 4,337 shares worth $427K. The position accounts for 0.27% of the portfolio, ranked #88.

Patrick M. Sweeney & Associates first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $765K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Patrick M. Sweeney & Associates held 4,337 shares of United Parcel Service worth $427K as of Q1 2026.
Patrick M. Sweeney & Associates bought 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 0.27% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #88 holding.
Patrick M. Sweeney & Associates first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's United Parcel Service position peaked at $765K in Q4 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.