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Scotia Capital’s United Parcel Service UPS Stock Holding History

Scotia Capital’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
2016
Q2 		– Sell
-60,000
Closed -$6.33M – 771
2016
Q1 		$6.33M Sell
60,000
-5,500
-8% -$535K 0.14% 107
2015
Q4 		$6.3M Buy
+65,500
New +$6.69M 0.14% 117

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

Scotia Capital's UPS Position: Q1 2026 in Review

Scotia Capital reduced its United Parcel Service (UPS) stake by 39% in Q1 2026, selling an estimated $2.59M and leaving 38,092 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #341.

Scotia Capital first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.6M in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Scotia Capital held 38,092 shares of United Parcel Service worth $3.75M as of Q1 2026.
  • Scotia Capital sold 24,116 United Parcel Service shares in Q1 2026, an estimated $2.59M.
  • United Parcel Service made up 0.02% of Scotia Capital's portfolio in Q1 2026, its #341 holding.
  • Scotia Capital first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Scotia Capital's United Parcel Service position peaked at $31.6M in Q2 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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