Prelude Capital Management’s United Parcel Service UPS Stock Holding History

Prelude Capital 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
2024 Q1	–	Sell	-1,800	Closed	-$283K	–	1540
2023 Q4	$283K	Hold	1,800	–	–	0.02%	759
2023 Q3	$281K	Sell	1,800 -300	-14%	-$51.8K	0.02%	706
2023 Q2	$376K	Buy	+2,100	New	+$373K	0.02%	574
2021 Q1	–	Sell	-10,000	Closed	-$1.68M	–	1829
2020 Q4	$1.68M	Buy	+10,000	New	+$1.69M	0.04%	345
2020 Q1	–	Sell	-15,100	Closed	-$1.77M	–	2063
2019 Q4	$1.77M	Buy	+15,100	New	+$1.79M	0.07%	247
2019 Q1	–	Sell	-34,200	Closed	-$3.34M	–	2201
2018 Q4	$3.34M	Hold	34,200	–	–	0.22%	84
2018 Q3	$3.99M	Hold	34,200	–	–	0.23%	70
2018 Q2	$3.63M	Buy	34,200 +29,200	+584%	+$3.28M	0.23%	67
2018 Q1	$523K	Buy	+5,000	New	+$578K	0.04%	428

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prelude Capital Management's UPS Position: Q2 2026 in Review

Prelude Capital Management reduced its United Parcel Service (UPS) stake by 1.8% in Q2 2026, selling an estimated $92.5K and leaving 48,254 shares worth $5.19M. The position accounts for 0.38% of the portfolio, ranked #49.

Prelude Capital Management first reported a position in UPS in Q3 2013 and has held it in 19 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Prelude Capital Management held 48,254 shares of United Parcel Service worth $5.19M as of Q2 2026.
Prelude Capital Management sold 890 United Parcel Service shares in Q2 2026, an estimated $92.5K.
United Parcel Service made up 0.38% of Prelude Capital Management's portfolio in Q2 2026, its #49 holding.
Prelude Capital Management first reported a position in United Parcel Service in Q3 2013 and has held it in 19 quarters since.
2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.