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PYA Waltman Capital’s United Parcel Service UPS Stock Holding History

PYA Waltman Capital’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 		$4.37M Buy
44,431
+2,692
+6% +$289K 1.21% 20
2025
Q4 		$4.14M Buy
41,739
+23,376
+127% +$2.19M 1.11% 20
2025
Q3 		$1.53M Sell
18,363
-11,567
-39% -$1.05M 0.41% 41
2025
Q2 		$3.02M Buy
29,930
+4,975
+20% +$489K 0.87% 28
2025
Q1 		$2.74M Buy
24,955
+5,680
+29% +$679K 0.86% 28
2024
Q4 		$2.43M Buy
19,275
+819
+4% +$108K 0.78% 33
2024
Q3 		$2.52M Buy
18,456
+1,267
+7% +$166K 0.82% 31
2024
Q2 		$2.35M Buy
17,189
+1,179
+7% +$169K 0.86% 29
2024
Q1 		$2.38M Buy
16,010
+1,722
+12% +$262K 0.88% 30
2023
Q4 		$2.25M Buy
14,288
+989
+7% +$150K 0.94% 26
2023
Q3 		$2.07M Buy
13,299
+4,046
+44% +$698K 0.88% 23
2023
Q2 		$1.62M Buy
9,253
+2,343
+34% +$416K 0.7% 25
2023
Q1 		$1.34M Buy
6,910
+2,011
+41% +$369K 0.67% 22
2022
Q4 		$852K Buy
4,899
+826
+20% +$143K 0.45% 27
2022
Q3 		$658K Buy
4,073
+1,609
+65% +$305K 0.39% 25
2022
Q2 		$450K Buy
2,464
+891
+57% +$163K 0.25% 29
2022
Q1 		$337K Hold
1,573
– – 0.17% 33
2021
Q4 		$337K Hold
1,573
– – 0.17% 31
2021
Q3 		$286K Hold
1,573
– – 0.16% 32
2021
Q2 		$327K Hold
1,573
– – 0.17% 32
2021
Q1 		$267K Hold
1,573
– – 0.15% 33
2020
Q4 		$265K Hold
1,573
– – 0.16% 34
2020
Q3 		$262K Buy
+1,573
New +$229K 0.18% 33

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

PYA Waltman Capital's UPS Position: Q1 2026 in Review

PYA Waltman Capital increased its United Parcel Service (UPS) stake by 6.4% in Q1 2026, buying an estimated $289K and bringing the position to 44,431 shares worth $4.37M. The position accounts for 1.21% of the portfolio, ranked #20.

PYA Waltman Capital first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • PYA Waltman Capital held 44,431 shares of United Parcel Service worth $4.37M as of Q1 2026.
  • PYA Waltman Capital bought 2,692 United Parcel Service shares in Q1 2026, an estimated $289K.
  • United Parcel Service made up 1.21% of PYA Waltman Capital's portfolio in Q1 2026, its #20 holding.
  • PYA Waltman Capital first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.