Roble Belko & Company’s United Parcel Service UPS Stock Holding History

Roble Belko & Company’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	$471K	Buy	4,792 +312	+7%	+$33.5K	0.06%	84
2025 Q4	$444K	Buy	4,480 +313	+8%	+$29.3K	0.06%	88
2025 Q3	$348K	Buy	4,167 +15	+0.4%	+$1.36K	0.05%	88
2025 Q2	$419K	Buy	4,152 +6	+0.1%	+$590	0.06%	81
2025 Q1	$456K	Buy	4,146 +632	+18%	+$75.6K	0.07%	77
2024 Q4	$443K	Buy	3,514 +1	+0%	+$132	0.07%	79
2024 Q3	$479K	Hold	3,513	–	–	0.08%	74
2024 Q2	$481K	Hold	3,513	–	–	0.08%	73
2024 Q1	$522K	Buy	3,513 +80	+2%	+$12.2K	0.09%	69
2023 Q4	$540K	Buy	3,433 +1	+0%	+$151	0.1%	58
2023 Q3	$535K	Hold	3,432	–	–	0.11%	61
2023 Q2	$615K	Hold	3,432	–	–	0.12%	55
2023 Q1	$666K	Hold	3,432	–	–	0.14%	57
2022 Q4	$597K	Buy	3,432 +1	+0%	+$173	0.13%	59
2022 Q3	$554K	Sell	3,431 -13	-0.4%	-$2.46K	0.13%	54
2022 Q2	$629K	Hold	3,444	–	–	0.14%	52
2022 Q1	$739K	Buy	3,444 +13	+0.4%	+$2.76K	0.14%	54
2021 Q4	$735K	Hold	3,431	–	–	0.14%	51
2021 Q3	$625K	Buy	3,431 +7	+0.2%	+$1.38K	0.13%	52
2021 Q2	$712K	Hold	3,424	–	–	0.16%	51
2021 Q1	$582K	Hold	3,424	–	–	0.14%	51
2020 Q4	$577K	Hold	3,424	–	–	0.15%	50
2020 Q3	$571K	Hold	3,424	–	–	0.17%	49
2020 Q2	$381K	Hold	3,424	–	–	0.11%	55
2020 Q1	$320K	Hold	3,424	–	–	0.1%	64
2019 Q4	$401K	Hold	3,424	–	–	0.11%	58
2019 Q3	$410K	Hold	3,424	–	–	0.12%	55
2019 Q2	$354K	Hold	3,424	–	–	0.11%	56
2019 Q1	$383K	Hold	3,424	–	–	0.13%	54
2018 Q4	$334K	Hold	3,424	–	–	0.13%	55
2018 Q3	$400K	Hold	3,424	–	–	0.15%	41
2018 Q2	$364K	Hold	3,424	–	–	0.14%	42
2018 Q1	$358K	Hold	3,424	–	–	0.14%	41
2017 Q4	$408K	Sell	3,424 -62	-2%	-$7.29K	0.17%	39
2017 Q3	$419K	Sell	3,486 -126	-3%	-$14.3K	0.19%	37
2017 Q2	$399K	Sell	3,612 -36	-1%	-$3.85K	0.19%	36
2017 Q1	$391K	Sell	3,648 -35	-1%	-$3.82K	0.19%	35
2016 Q4	$422K	Buy	3,683 +36	+1%	+$4.06K	0.22%	36
2016 Q3	$399K	Hold	3,647	–	–	0.21%	36
2016 Q2	$393K	Sell	3,647 -228	-6%	-$23.7K	0.22%	38
2016 Q1	$409K	Sell	3,875 -39	-1%	-$3.79K	0.23%	37
2015 Q4	$377K	Buy	3,914 +1	+0%	+$102	0.23%	40
2015 Q3	$386K	Buy	3,913 +2,340	+149%	+$231K	0.24%	40
2015 Q2	$152K	Buy	1,573 +1	+0.1%	+$99	0.09%	60
2015 Q1	$152K	Buy	+1,572	New	+$161K	0.09%	57

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

Roble Belko & Company's UPS Position: Q1 2026 in Review

Roble Belko & Company increased its United Parcel Service (UPS) stake by 7% in Q1 2026, buying an estimated $33.5K and bringing the position to 4,792 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #84.

Roble Belko & Company first reported a position in UPS in Q1 2015 and has held it in 45 quarters since. The position peaked at $739K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Roble Belko & Company held 4,792 shares of United Parcel Service worth $471K as of Q1 2026.
Roble Belko & Company bought 312 United Parcel Service shares in Q1 2026, an estimated $33.5K.
United Parcel Service made up 0.06% of Roble Belko & Company's portfolio in Q1 2026, its #84 holding.
Roble Belko & Company first reported a position in United Parcel Service in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's United Parcel Service position peaked at $739K in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.