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	–	1541
2023 Q4	$283K	Hold	1,800	–	–	0.02%	760
2023 Q3	$281K	Hold	1,800	–	–	0.02%	707
2023 Q2	$323K	Buy	+1,800	New	+$320K	0.02%	608
2021 Q2	–	Sell	-3,900	Closed	-$663K	–	1986
2021 Q1	$663K	Sell	3,900 -14,300	-79%	-$2.31M	0.02%	772
2020 Q4	$3.06M	Buy	+18,200	New	+$3.07M	0.08%	194
2020 Q1	–	Sell	-8,100	Closed	-$948K	–	2064
2019 Q4	$948K	Buy	+8,100	New	+$959K	0.04%	404

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.