Portfolio Design Labs’s United Parcel Service UPS Stock Holding History

Portfolio Design Labs’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	$1.21M	Sell	12,251 -893	-7%	-$95.8K	0.21%	101
2025 Q4	$1.3M	Buy	13,144 +6,329	+93%	+$592K	0.22%	117
2025 Q3	$569K	Sell	6,815 -16,219	-70%	-$1.47M	0.1%	157
2025 Q2	$2.33M	Sell	23,034 -2,674	-10%	-$263K	0.46%	62
2025 Q1	$2.83M	Buy	+25,708	New	+$3.07M	0.58%	59
2024 Q1	–	Sell	-17,171	Closed	-$2.7M	–	148
2023 Q4	$2.7M	Buy	+17,171	New	+$2.6M	1.02%	32

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

Portfolio Design Labs's UPS Position: Q1 2026 in Review

Portfolio Design Labs reduced its United Parcel Service (UPS) stake by 6.8% in Q1 2026, selling an estimated $95.8K and leaving 12,251 shares worth $1.21M. The position accounts for 0.21% of the portfolio, ranked #101.

Portfolio Design Labs first reported a position in UPS in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.83M in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Portfolio Design Labs held 12,251 shares of United Parcel Service worth $1.21M as of Q1 2026.
Portfolio Design Labs sold 893 United Parcel Service shares in Q1 2026, an estimated $95.8K.
United Parcel Service made up 0.21% of Portfolio Design Labs's portfolio in Q1 2026, its #101 holding.
Portfolio Design Labs first reported a position in United Parcel Service in Q4 2023 and has held it in 6 quarters since.
Portfolio Design Labs's United Parcel Service position peaked at $2.83M in Q1 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.