Richard W. Paul & Associates’s United Parcel Service UPS Stock Holding History

Richard W. Paul & Associates’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	$1.52M	Buy	15,473 +156	+1%	+$16.7K	0.51%	48
2025 Q4	$1.52M	Buy	15,317 +150	+1%	+$14K	0.5%	45
2025 Q3	$1.27M	Buy	15,167 +6,284	+71%	+$569K	0.43%	59
2025 Q2	$897K	Buy	8,883 +1,898	+27%	+$187K	0.32%	77
2025 Q1	$768K	Sell	6,985 -347	-5%	-$41.5K	0.3%	83
2024 Q4	$925K	Buy	7,332 +78	+1%	+$10.3K	0.34%	79
2024 Q3	$989K	Buy	7,254 +3,424	+89%	+$450K	0.36%	76
2024 Q2	$524K	Buy	3,830 +200	+6%	+$28.6K	0.2%	118
2024 Q1	$540K	Buy	3,630 +494	+16%	+$75.1K	0.22%	114
2023 Q4	$493K	Sell	3,136 -5	-0.2%	-$756	0.21%	115
2023 Q3	$490K	Buy	3,141 +314	+11%	+$54.2K	0.22%	103
2023 Q2	$507K	Buy	2,827 +417	+17%	+$74K	0.22%	110
2023 Q1	$468K	Buy	2,410 +144	+6%	+$26.4K	0.22%	107
2022 Q4	$394K	Buy	+2,266	New	+$392K	0.2%	111

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

Richard W. Paul & Associates's UPS Position: Q1 2026 in Review

Richard W. Paul & Associates increased its United Parcel Service (UPS) stake by 1% in Q1 2026, buying an estimated $16.7K and bringing the position to 15,473 shares worth $1.52M. The position accounts for 0.51% of the portfolio, ranked #48.

Richard W. Paul & Associates first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Richard W. Paul & Associates held 15,473 shares of United Parcel Service worth $1.52M as of Q1 2026.
Richard W. Paul & Associates bought 156 United Parcel Service shares in Q1 2026, an estimated $16.7K.
United Parcel Service made up 0.51% of Richard W. Paul & Associates's portfolio in Q1 2026, its #48 holding.
Richard W. Paul & Associates first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.