Sherman Porfolios’s United Parcel Service UPS Stock Holding History

Sherman Porfolios’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	–	Sell	-63,814	Closed	-$6.33M	–	164
2025 Q4	$6.33M	Buy	+63,814	New	+$5.97M	0.43%	38

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

Sherman Porfolios's UPS Position: Q1 2026 in Review

Sherman Porfolios sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 63,814 shares — an estimated $6.33M sold.

Sherman Porfolios first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $6.33M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sherman Porfolios reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Sherman Porfolios sold 63,814 United Parcel Service shares in Q1 2026, an estimated $6.33M.
Sherman Porfolios first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
Sherman Porfolios's United Parcel Service position peaked at $6.33M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.