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

Plato 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 		– Sell
-57
Closed -$5.68K – 548
2025
Q4 		$5.68K Sell
57
-2,741
-98% -$256K ﹤0.01% 474
2025
Q3 		$232K Sell
2,798
-2,793
-50% -$253K 0.02% 386
2025
Q2 		$562K Buy
5,591
+702
+14% +$69.1K 0.04% 328
2025
Q1 		$544K Buy
4,889
+2,121
+77% +$254K 0.05% 322
2024
Q4 		$350K Buy
2,768
+331
+14% +$43.6K 0.03% 375
2024
Q3 		$332K Hold
2,437
– – 0.03% 348
2024
Q2 		$334K Hold
2,437
– – 0.03% 301
2024
Q1 		$362K Buy
2,437
+2,211
+978% +$336K 0.04% 286
2023
Q4 		$35.5K Buy
+226
New +$34.2K 0.04% 266

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

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

Plato Investment Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 57 shares — an estimated $5.68K sold.

Plato Investment Management first reported a position in UPS in Q4 2023 and held it in 9 quarters. The position peaked at $562K in Q2 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Plato Investment Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Plato Investment Management sold 57 United Parcel Service shares in Q1 2026, an estimated $5.68K.
  • Plato Investment Management first reported a position in United Parcel Service in Q4 2023 and held it in 9 quarters.
  • Plato Investment Management's United Parcel Service position peaked at $562K in Q2 2025.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.