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Sigma Investment Counselors’s United Parcel Service UPS Stock Holding History

Sigma Investment Counselors’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 		$5.81M Sell
59,017
-241
-0.4% -$25.8K 0.31% 55
2025
Q4 		$5.88M Hold
59,258
– – 0.3% 58
2025
Q3 		$4.95M Hold
59,258
– – 0.26% 63
2025
Q2 		$5.98M Hold
59,258
– – 0.33% 51
2025
Q1 		$6.52M Sell
59,258
-439
-0.7% -$52.5K 0.4% 50
2024
Q4 		$7.53M Sell
59,697
-20
-0% -$2.63K 0.44% 45
2024
Q3 		$8.14M Buy
59,717
+20
+0% +$2.63K 0.48% 46
2024
Q2 		$8.17M Hold
59,697
– – 0.51% 44
2024
Q1 		$8.87M Sell
59,697
-27
-0% -$4.1K 0.57% 37
2023
Q4 		$9.39M Sell
59,724
-359
-0.6% -$54.3K 0.66% 31
2023
Q3 		$9.37M Sell
60,083
-207
-0.3% -$35.7K 0.71% 30
2023
Q2 		$10.8M Sell
60,290
-30
-0% -$5.33K 0.79% 27
2023
Q1 		$11.7M Sell
60,320
-149
-0.2% -$27.3K 0.91% 26
2022
Q4 		$10.5M Sell
60,469
-200
-0.3% -$34.6K 0.86% 26
2022
Q3 		$9.8M Sell
60,669
-9
-0% -$1.7K 0.84% 27
2022
Q2 		$11.1M Buy
60,678
+934
+2% +$170K 0.9% 27
2022
Q1 		$12.8M Hold
59,744
– – 0.92% 28
2021
Q4 		$12.8M Buy
59,744
+41
+0.1% +$8.34K 0.9% 26
2021
Q3 		$10.9M Buy
59,703
+25
+0% +$4.93K 0.81% 29
2021
Q2 		$12.4M Buy
59,678
+14
+0% +$2.8K 0.93% 27
2021
Q1 		$10.1M Hold
59,664
– – 0.82% 29
2020
Q4 		$10M Sell
59,664
-1,042
-2% -$176K 0.86% 27
2020
Q3 		$10.1M Sell
60,706
-39,866
-40% -$5.8M 1.97% 11
2020
Q2 		$11.2M Buy
100,572
+18
+0% +$1.8K 1.19% 24
2020
Q1 		$9.39M Hold
100,554
– – 1.2% 23
2019
Q4 		$11.8M Hold
100,554
– – 1.23% 16
2019
Q3 		$12M Buy
100,554
+322
+0.3% +$36.8K 1.37% 13
2019
Q2 		$10.4M Sell
100,232
-100
-0.1% -$10.4K 1.22% 15
2019
Q1 		$11.2M Hold
100,332
– – 1.37% 12
2018
Q4 		$9.79M Buy
100,332
+100
+0.1% +$10.8K 1.36% 13
2018
Q3 		$11.7M Hold
100,232
– – 1.45% 13
2018
Q2 		$10.6M Sell
100,232
-51
-0.1% -$5.73K 1.41% 13
2018
Q1 		$10.5M Buy
100,283
+39
+0% +$4.51K 1.43% 13
2017
Q4 		$11.9M Sell
100,244
-115
-0.1% -$13.5K 1.63% 13
2017
Q3 		$12.1M Sell
100,359
-102
-0.1% -$11.6K 1.71% 13
2017
Q2 		$11.1M Sell
100,461
-7
-0% -$748 1.7% 13
2017
Q1 		$10.8M Buy
100,468
+42
+0% +$4.59K 1.71% 13
2016
Q4 		$11.5M Buy
100,426
+100
+0.1% +$11.3K 1.84% 13
2016
Q3 		$11M Sell
100,326
-2,499
-2% -$273K 1.81% 13
2016
Q2 		$11.1M Sell
102,825
-2,500
-2% -$260K 1.89% 12
2016
Q1 		$11.1M Hold
105,325
– – 1.97% 12
2015
Q4 		$10.1M Hold
105,325
– – 1.86% 13
2015
Q3 		$10.4M Buy
105,325
+240
+0.2% +$23.7K 2.01% 12
2015
Q2 		$10.2M Hold
105,085
– – 1.89% 13
2015
Q1 		$10.2M Hold
105,085
– – 1.91% 13
2014
Q4 		$11.7M Hold
105,085
– – 2.21% 12
2014
Q3 		$10.3M Hold
105,085
– – 2% 14
2014
Q2 		$10.8M Hold
105,085
– – 2.11% 12
2014
Q1 		$10.2M Sell
105,085
-2,318
-2% -$226K 2.07% 12
2013
Q4 		$11.3M Sell
107,403
-7,682
-7% -$757K 2.43% 11
2013
Q3 		$10.5M Sell
115,085
-5,000
-4% -$439K 2.43% 11
2013
Q2 		$10.4M Buy
+120,085
New +$10.3M 2.7% 9

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

Sigma Investment Counselors's UPS Position: Q1 2026 in Review

Sigma Investment Counselors reduced its United Parcel Service (UPS) stake by 0.41% in Q1 2026, selling an estimated $25.8K and leaving 59,017 shares worth $5.81M. The position accounts for 0.31% of the portfolio, ranked #55.

Sigma Investment Counselors first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.8M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sigma Investment Counselors held 59,017 shares of United Parcel Service worth $5.81M as of Q1 2026.
  • Sigma Investment Counselors sold 241 United Parcel Service shares in Q1 2026, an estimated $25.8K.
  • United Parcel Service made up 0.31% of Sigma Investment Counselors's portfolio in Q1 2026, its #55 holding.
  • Sigma Investment Counselors first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Sigma Investment Counselors's United Parcel Service position peaked at $12.8M in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.