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Redwood Investment Management’s United Parcel Service UPS Stock Holding History

Redwood Investment 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
2026
Q1 		$871K Sell
8,853
-863
-9% -$92.6K 0.11% 175
2025
Q4 		$964K Sell
9,716
-5,353
-36% -$501K 0.11% 193
2025
Q3 		$1.26M Sell
15,069
-4,245
-22% -$384K 0.14% 125
2025
Q2 		$1.95M Buy
19,314
+2,402
+14% +$236K 0.21% 86
2025
Q1 		$1.86M Buy
16,912
+4,308
+34% +$515K 0.2% 91
2024
Q4 		$1.59M Sell
12,604
-4,452
-26% -$586K 0.15% 148
2024
Q3 		$2.3M Buy
17,056
+564
+3% +$74K 0.2% 92
2024
Q2 		$2.26M Buy
16,492
+2,191
+15% +$314K 0.2% 100
2024
Q1 		$2.13M Sell
14,301
-946
-6% -$144K 0.2% 127
2023
Q4 		$2.4M Buy
15,247
+3,183
+26% +$481K 0.22% 97
2023
Q3 		$1.88M Buy
12,064
+616
+5% +$106K 0.16% 128
2023
Q2 		$2.05M Buy
11,448
+1,449
+14% +$257K 0.21% 101
2023
Q1 		$1.94M Buy
9,999
+321
+3% +$58.9K 0.21% 103
2022
Q4 		$1.68M Buy
9,678
+8,183
+547% +$1.42M 0.22% 131
2022
Q3 		$242K Buy
+1,495
New +$283K 0.05% 188
2020
Q1 		– Sell
-3,298
Closed -$386K – 253
2019
Q4 		$386K Buy
+3,298
New +$390K 0.1% 223
2019
Q3 		– Sell
-3,264
Closed -$337K – 240
2019
Q2 		$337K Sell
3,264
-3,964
-55% -$412K 0.09% 194
2019
Q1 		$556K Buy
+7,228
New +$767K 0.24% 87
2018
Q4 		– Sell
-2,305
Closed -$269K – 119
2018
Q3 		$269K Buy
+2,305
New +$271K 0.1% 123
2018
Q2 		– Sell
-2,152
Closed -$225K – 139
2018
Q1 		$225K Buy
+2,152
New +$249K 0.07% 96

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

Redwood Investment Management's UPS Position: Q1 2026 in Review

Redwood Investment Management reduced its United Parcel Service (UPS) stake by 8.9% in Q1 2026, selling an estimated $92.6K and leaving 8,853 shares worth $871K. The position accounts for 0.11% of the portfolio, ranked #175.

Redwood Investment Management first reported a position in UPS in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Redwood Investment Management held 8,853 shares of United Parcel Service worth $871K as of Q1 2026.
  • Redwood Investment Management sold 863 United Parcel Service shares in Q1 2026, an estimated $92.6K.
  • United Parcel Service made up 0.11% of Redwood Investment Management's portfolio in Q1 2026, its #175 holding.
  • Redwood Investment Management first reported a position in United Parcel Service in Q1 2018 and has held it in 20 quarters since.
  • Redwood Investment Management's United Parcel Service position peaked at $2.4M in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.