Schroder Investment Management Group
UPS icon

Schroder Investment Management Group’s United Parcel Service UPS Stock Holding History

Schroder Investment Management Group’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 		$25.5M Buy
268,647
+178,156
+197% +$19.1M 0.02% 489
2025
Q4 		$9.02M Buy
90,491
+4,251
+5% +$398K 0.01% 655
2025
Q3 		$7.29M Sell
86,240
-10,947
-11% -$992K 0.01% 714
2025
Q2 		$9.81M Sell
97,187
-6,991
-7% -$688K 0.01% 642
2025
Q1 		$11.4M Sell
104,178
-86,108
-45% -$10.3M 0.01% 618
2024
Q4 		$23.8M Buy
190,286
+12,286
+7% +$1.62M 0.02% 484
2024
Q3 		$23.9M Sell
178,000
-5,291
-3% -$695K 0.02% 470
2024
Q2 		$25.1M Buy
183,291
+41,993
+30% +$6.01M 0.03% 431
2024
Q1 		$21M Sell
141,298
-59,093
-29% -$8.98M 0.02% 483
2023
Q4 		$31.5M Sell
200,391
-94,103
-32% -$14.2M 0.04% 383
2023
Q3 		$45.9M Sell
294,494
-96,402
-25% -$16.6M 0.07% 271
2023
Q2 		$70.1M Sell
390,896
-304,910
-44% -$54.1M 0.1% 196
2023
Q1 		$135M Sell
695,806
-65,441
-9% -$12M 0.2% 100
2022
Q4 		$132M Sell
761,247
-330,626
-30% -$57.2M 0.21% 107
2022
Q3 		$176M Sell
1,091,873
-245,541
-18% -$46.5M 0.29% 77
2022
Q2 		$242M Buy
1,337,414
+166,782
+14% +$30.4M 0.37% 58
2022
Q1 		$258M Sell
1,170,632
-69,051
-6% -$14.7M 0.34% 65
2021
Q4 		$266M Sell
1,239,683
-12,458
-1% -$2.53M 0.35% 59
2021
Q3 		$228M Buy
1,252,141
+40,775
+3% +$8.05M 0.35% 56
2021
Q2 		$252M Sell
1,211,366
-6,981
-0.6% -$1.4M 0.32% 62
2021
Q1 		$207M Buy
1,218,347
+279,918
+30% +$45.3M 0.27% 78
2020
Q4 		$158M Buy
938,429
+547,757
+140% +$92.4M 0.22% 93
2020
Q3 		$65.2M Buy
390,672
+259,469
+198% +$37.8M 0.1% 179
2020
Q2 		$14.6M Sell
131,203
-4,378
-3% -$437K 0.03% 483
2020
Q1 		$13M Sell
135,581
-19,235
-12% -$1.99M 0.03% 476
2019
Q4 		$18.1M Buy
154,816
+10,096
+7% +$1.2M 0.03% 515
2019
Q3 		$17.2M Sell
144,720
-152,622
-51% -$17.5M 0.03% 487
2019
Q2 		$30.7M Sell
297,342
-85,352
-22% -$8.88M 0.06% 347
2019
Q1 		$42.8M Buy
382,694
+354,792
+1,272% +$37.6M 0.08% 290
2018
Q4 		$2.72K Sell
27,902
-1,302
-4% -$141K ﹤0.01% 760
2018
Q3 		$3.41M Buy
29,204
+2,140
+8% +$252K 0.01% 756
2018
Q2 		$2.87M Buy
27,064
+4,161
+18% +$467K 0.01% 790
2018
Q1 		$2.4M Buy
22,903
+3,013
+15% +$348K ﹤0.01% 839
2017
Q4 		$2.37M Buy
19,890
+3,501
+21% +$411K ﹤0.01% 874
2017
Q3 		$1.96M Sell
16,389
-14,046
-46% -$1.6M ﹤0.01% 889
2017
Q2 		$3.34M Sell
30,435
-220,117
-88% -$23.5M 0.01% 783
2017
Q1 		$26.7M Buy
250,552
+202,545
+422% +$22.1M 0.05% 408
2016
Q4 		$5.5M Sell
48,007
-18,529
-28% -$2.09M 0.01% 702
2016
Q3 		$7.28M Buy
66,536
+45,372
+214% +$4.96M 0.01% 683
2016
Q2 		$2.28M Sell
21,164
-33,056
-61% -$3.44M ﹤0.01% 819
2016
Q1 		$5.73M Sell
54,220
-539,780
-91% -$52.5M 0.01% 672
2015
Q4 		$57.2M Buy
594,000
+291,118
+96% +$29.7M 0.12% 212
2015
Q3 		$29.9M Buy
302,882
+187,580
+163% +$18.5M 0.06% 357
2015
Q2 		$11.2M Sell
115,302
-10,345
-8% -$1.03M 0.02% 613
2015
Q1 		$12.1M Sell
125,647
-374,987
-75% -$38.5M 0.02% 599
2014
Q4 		$55.7M Buy
500,634
+372,180
+290% +$39.3M 0.11% 235
2014
Q3 		$12.6M Sell
128,454
-48,373
-27% -$4.81M 0.02% 615
2014
Q2 		$18.2M Buy
176,827
+79,832
+82% +$8.02M 0.02% 514
2014
Q1 		$9.45M Sell
96,995
-1,500
-2% -$146K 0.01% 638
2013
Q4 		$10.3M Buy
98,495
+3,700
+4% +$364K 0.01% 640
2013
Q3 		$8.66M Sell
94,795
-500
-0.5% -$43.9K 0.02% 662
2013
Q2 		$8.24M Buy
+95,295
New +$8.17M 0.02% 626

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

Schroder Investment Management Group's UPS Position: Q1 2026 in Review

Schroder Investment Management Group increased its United Parcel Service (UPS) stake by 197% in Q1 2026, buying an estimated $19.1M and bringing the position to 268,647 shares worth $25.5M. The position accounts for 0.02% of the portfolio, ranked #489.

Schroder Investment Management Group first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $266M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Schroder Investment Management Group held 268,647 shares of United Parcel Service worth $25.5M as of Q1 2026.
  • Schroder Investment Management Group bought 178,156 United Parcel Service shares in Q1 2026, an estimated $19.1M.
  • United Parcel Service made up 0.02% of Schroder Investment Management Group's portfolio in Q1 2026, its #489 holding.
  • Schroder Investment Management Group first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's United Parcel Service position peaked at $266M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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