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 $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

Prelude Capital Management's UPS Position: Q1 2026 in Review

Prelude Capital Management increased its United Parcel Service (UPS) stake by 70% in Q1 2026, buying an estimated $2.17M and bringing the position to 49,144 shares worth $4.83M. The position accounts for 0.37% of the portfolio, ranked #53.

Prelude Capital Management first reported a position in UPS in Q3 2013 and has held it in 18 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Prelude Capital Management held 49,144 shares of United Parcel Service worth $4.83M as of Q1 2026.
Prelude Capital Management bought 20,203 United Parcel Service shares in Q1 2026, an estimated $2.17M.
United Parcel Service made up 0.37% of Prelude Capital Management's portfolio in Q1 2026, its #53 holding.
Prelude Capital Management first reported a position in United Parcel Service in Q3 2013 and has held it in 18 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.