PFS Partners’s United Parcel Service UPS Stock Holding History

PFS 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	$211K	Buy	2,148 +1	+0%	+$107	0.1%	85
2025 Q4	$213K	Hold	2,147	–	–	0.1%	80
2025 Q3	$179K	Buy	2,147 +200	+10%	+$18.1K	0.09%	77
2025 Q2	$197K	Hold	1,947	–	–	0.1%	71
2025 Q1	$214K	Hold	1,947	–	–	0.11%	62
2024 Q4	$246K	Hold	1,947	–	–	0.13%	60
2024 Q3	$265K	Hold	1,947	–	–	0.15%	49
2024 Q2	$266K	Sell	1,947 -17	-0.9%	-$2.43K	0.17%	48
2024 Q1	$292K	Hold	1,964	–	–	0.19%	44
2023 Q4	$309K	Hold	1,964	–	–	0.21%	38
2023 Q3	$306K	Hold	1,964	–	–	0.27%	27
2023 Q2	$352K	Buy	1,964 +1	+0.1%	+$178	0.29%	25
2023 Q1	$381K	Hold	1,963	–	–	0.37%	23
2022 Q4	$341K	Hold	1,963	–	–	0.36%	23
2022 Q3	$317K	Hold	1,963	–	–	0.34%	23
2022 Q2	$358K	Hold	1,963	–	–	0.35%	23
2022 Q1	$421K	Hold	1,963	–	–	0.36%	23
2021 Q4	$421K	Buy	+1,963	New	+$399K	0.31%	24

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

PFS Partners's UPS Position: Q1 2026 in Review

PFS Partners increased its United Parcel Service (UPS) stake by 0.05% in Q1 2026, buying an estimated $107 and bringing the position to 2,148 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #85.

PFS Partners first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $421K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

PFS Partners held 2,148 shares of United Parcel Service worth $211K as of Q1 2026.
PFS Partners bought 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 0.1% of PFS Partners's portfolio in Q1 2026, its #85 holding.
PFS Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
PFS Partners's United Parcel Service position peaked at $421K in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.