Rockefeller Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.8M | Buy |
211,400
+5,638
| +3% | +$605K | 0.04% | 435 |
|
|
2025
Q4 | $20.4M | Buy |
205,762
+2,568
| +1% | +$240K | 0.04% | 433 |
|
|
2025
Q3 | $17M | Sell |
203,194
-11,596
| -5% | -$1.05M | 0.03% | 466 |
|
|
2025
Q2 | $21.7M | Sell |
214,790
-154,058
| -42% | -$15.2M | 0.05% | 362 |
|
|
2025
Q1 | $40.6M | Sell |
368,848
-63,572
| -15% | -$7.6M | 0.1% | 197 |
|
|
2024
Q4 | $54.5M | Buy |
432,420
+118,881
| +38% | +$15.6M | 0.14% | 153 |
|
|
2024
Q3 | $42.8M | Buy |
313,539
+13,924
| +5% | +$1.83M | 0.12% | 179 |
|
|
2024
Q2 | $41M | Buy |
299,615
+1,182
| +0.4% | +$169K | 0.12% | 174 |
|
|
2024
Q1 | $44.4M | Buy |
298,433
+5,702
| +2% | +$867K | 0.13% | 165 |
|
|
2023
Q4 | $46M | Buy |
292,731
+1,273
| +0.4% | +$192K | 0.15% | 147 |
|
|
2023
Q3 | $45.4M | Buy |
291,458
+18,906
| +7% | +$3.26M | 0.18% | 138 |
|
|
2023
Q2 | $48.8M | Sell |
272,552
-5,775
| -2% | -$1.03M | 0.19% | 131 |
|
|
2023
Q1 | $54M | Buy |
278,327
+6,484
| +2% | +$1.19M | 0.23% | 105 |
|
|
2022
Q4 | $47.3M | Buy |
271,843
+16,459
| +6% | +$2.85M | 0.24% | 109 |
|
|
2022
Q3 | $41.3M | Buy |
255,384
+2,668
| +1% | +$505K | 0.21% | 106 |
|
|
2022
Q2 | $46.1M | Sell |
252,716
-8,826
| -3% | -$1.61M | 0.25% | 92 |
|
|
2022
Q1 | $56.1M | Buy |
261,542
+20,450
| +8% | +$4.35M | 0.27% | 87 |
|
|
2021
Q4 | $51.7M | Buy |
241,092
+5,984
| +3% | +$1.22M | 0.24% | 102 |
|
|
2021
Q3 | $42.8M | Buy |
235,108
+8,584
| +4% | +$1.69M | 0.22% | 109 |
|
|
2021
Q2 | $47.1M | Buy |
226,524
+11,941
| +6% | +$2.39M | 0.27% | 84 |
|
|
2021
Q1 | $36.5M | Buy |
214,583
+10,245
| +5% | +$1.66M | 0.25% | 94 |
|
|
2020
Q4 | $34.4M | Buy |
204,338
+7,876
| +4% | +$1.33M | 0.26% | 97 |
|
|
2020
Q3 | $32.7M | Sell |
196,462
-2,135
| -1% | -$311K | 0.31% | 78 |
|
|
2020
Q2 | $22.1M | Buy |
198,597
+20,326
| +11% | +$2.03M | 0.23% | 96 |
|
|
2020
Q1 | $16.7M | Buy |
178,271
+134,050
| +303% | +$13.9M | 0.22% | 100 |
|
|
2019
Q4 | $5.18M | Buy |
44,221
+16,074
| +57% | +$1.9M | 0.06% | 214 |
|
|
2019
Q3 | $3.37M | Buy |
28,147
+5,532
| +24% | +$633K | 0.05% | 233 |
|
|
2019
Q2 | $2.33M | Sell |
22,615
-1,724
| -7% | -$179K | 0.03% | 233 |
|
|
2019
Q1 | $2.72M | Buy |
24,339
+11,204
| +85% | +$1.19M | 0.04% | 220 |
|
|
2018
Q4 | $1.28M | Sell |
13,135
-50
| -0.4% | -$5.42K | 0.02% | 216 |
|
|
2018
Q3 | $1.54M | Hold |
13,185
| – | – | 0.02% | 182 |
|
|
2018
Q2 | $1.4M | Buy |
13,185
+99
| +0.8% | +$11.1K | 0.02% | 188 |
|
|
2018
Q1 | $1.37M | Buy |
+13,086
| New | +$1.51M | 0.02% | 193 |
|
Other funds holding UPS
VCM
VPM
Rockefeller Capital Management's UPS Position: Q1 2026 in Review
Rockefeller Capital Management increased its United Parcel Service (UPS) stake by 2.7% in Q1 2026, buying an estimated $605K and bringing the position to 211,400 shares worth $20.8M. The position accounts for 0.04% of the portfolio, ranked #435.
Rockefeller Capital Management first reported a position in UPS in Q1 2018 and has held it in 33 quarters since. The position peaked at $56.1M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Rockefeller Capital Management held 211,400 shares of United Parcel Service worth $20.8M as of Q1 2026.
- Rockefeller Capital Management bought 5,638 United Parcel Service shares in Q1 2026, an estimated $605K.
- United Parcel Service made up 0.04% of Rockefeller Capital Management's portfolio in Q1 2026, its #435 holding.
- Rockefeller Capital Management first reported a position in United Parcel Service in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's United Parcel Service position peaked at $56.1M in Q1 2022.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.