Saturna Capital’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
$29.8M Sell
303,390
-1,855
-0.6% -$199K 0.42% 40
2025
Q4
$30.3M Sell
305,245
-280
-0.1% -$26.2K 0.4% 42
2025
Q3
$25.5M Buy
305,525
+37,237
+14% +$3.37M 0.33% 49
2025
Q2
$27.1M Sell
268,288
-6,575
-2% -$647K 0.37% 50
2025
Q1
$30.2M Hold
274,863
0.45% 51
2024
Q4
$34.7M Buy
274,863
+3,368
+1% +$443K 0.47% 49
2024
Q3
$37M Sell
271,495
-3,302
-1% -$434K 0.48% 50
2024
Q2
$37.6M Buy
274,797
+101
+0% +$14.5K 0.5% 49
2024
Q1
$40.8M Buy
274,696
+40,726
+17% +$6.19M 0.56% 49
2023
Q4
$36.8M Buy
233,970
+28,631
+14% +$4.33M 0.57% 50
2023
Q3
$32M Buy
205,339
+39,530
+24% +$6.82M 0.57% 54
2023
Q2
$29.7M Buy
165,809
+11,627
+8% +$2.06M 0.51% 56
2023
Q1
$29.9M Buy
154,182
+30,041
+24% +$5.51M 0.58% 55
2022
Q4
$21.6M Buy
124,141
+29,599
+31% +$5.12M 0.46% 58
2022
Q3
$15.3M Buy
94,542
+34,910
+59% +$6.61M 0.37% 59
2022
Q2
$10.9M Buy
59,632
+30,540
+105% +$5.57M 0.26% 59
2022
Q1
$6.24M Buy
29,092
+16,670
+134% +$3.54M 0.13% 62
2021
Q4
$2.66M Buy
12,422
+670
+6% +$136K 0.05% 78
2021
Q3
$2.14M Sell
11,752
-140
-1% -$27.6K 0.04% 84
2021
Q2
$2.47M Buy
11,892
+1,090
+10% +$218K 0.05% 76
2021
Q1
$1.84M Sell
10,802
-74,545
-87% -$12.1M 0.04% 87
2020
Q4
$14.4M Buy
85,347
+80,516
+1,667% +$13.6M 0.32% 61
2020
Q3
$805K Hold
4,831
0.02% 103
2020
Q2
$537K Hold
4,831
0.02% 121
2020
Q1
$451K Hold
4,831
0.01% 123
2019
Q4
$566K Hold
4,831
0.02% 126
2019
Q3
$579K Hold
4,831
0.02% 121
2019
Q2
$499K Hold
4,831
0.01% 124
2019
Q1
$540K Sell
4,831
-5,963
-55% -$632K 0.02% 116
2018
Q4
$1.05M Hold
10,794
0.04% 95
2018
Q3
$1.26M Sell
10,794
-400
-4% -$47.1K 0.04% 95
2018
Q2
$1.19M Hold
11,194
0.04% 95
2018
Q1
$1.17M Sell
11,194
-182,400
-94% -$21.1M 0.04% 94
2017
Q4
$23.1M Buy
193,594
+1,200
+0.6% +$141K 0.71% 57
2017
Q3
$23.1M Sell
192,394
-69,600
-27% -$7.91M 0.75% 59
2017
Q2
$29M Sell
261,994
-50,100
-16% -$5.36M 0.96% 53
2017
Q1
$33.5M Sell
312,094
-400
-0.1% -$43.7K 1.14% 46
2016
Q4
$35.8M Sell
312,494
-500
-0.2% -$56.3K 1.26% 44
2016
Q3
$34.2M Sell
312,994
-588
-0.2% -$64.2K 1.12% 44
2016
Q2
$33.8M Sell
313,582
-995
-0.3% -$104K 1.08% 42
2016
Q1
$33M Sell
314,577
-208,640
-40% -$20.3M 1.06% 45
2015
Q4
$50.3M Sell
523,217
-291,395
-36% -$29.8M 1.55% 17
2015
Q3
$80.4M Hold
814,612
2.53% 5
2015
Q2
$78.9M Sell
814,612
-6,490
-0.8% -$645K 2.22% 8
2015
Q1
$79.4M Buy
821,102
+60
+0% +$6.16K 2.13% 8
2014
Q4
$91.3M Hold
821,042
2.39% 4
2014
Q3
$80.7M Hold
821,042
2.16% 7
2014
Q2
$84.3M Hold
821,042
2.19% 5
2014
Q1
$80M Buy
821,042
+430
+0.1% +$41.9K 2.1% 6
2013
Q4
$86.2M Hold
820,612
2.2% 4
2013
Q3
$75M Sell
820,612
-200
-0% -$17.6K 1.99% 6
2013
Q2
$71M Buy
+820,812
New +$70.4M 1.94% 6

Other funds holding UPS

Saturna Capital's UPS Position: Q1 2026 in Review

Saturna Capital reduced its United Parcel Service (UPS) stake by 0.61% in Q1 2026, selling an estimated $199K and leaving 303,390 shares worth $29.8M. The position accounts for 0.42% of the portfolio, ranked #40.

Saturna Capital first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $91.3M in Q4 2014. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Saturna Capital held 303,390 shares of United Parcel Service worth $29.8M as of Q1 2026.
  • Saturna Capital sold 1,855 United Parcel Service shares in Q1 2026, an estimated $199K.
  • United Parcel Service made up 0.42% of Saturna Capital's portfolio in Q1 2026, its #40 holding.
  • Saturna Capital first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Saturna Capital's United Parcel Service position peaked at $91.3M in Q4 2014.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.