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UPS icon

Sittner & Nelson’s United Parcel Service UPS Stock Holding History

Sittner & Nelson’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 		$518K Buy
5,265
+1,125
+27% +$121K 0.19% 89
2025
Q4 		$486K Sell
4,140
-1,268
-23% -$119K 0.17% 92
2025
Q3 		$452K Buy
5,408
+688
+15% +$62.3K 0.16% 88
2025
Q2 		$476K Buy
4,720
+100
+2% +$9.84K 0.19% 83
2025
Q1 		$508K Buy
4,620
+488
+12% +$58.4K 0.22% 72
2024
Q4 		$521K Buy
4,132
+278
+7% +$36.6K 0.23% 67
2024
Q3 		$526K Buy
3,854
+888
+30% +$117K 0.24% 68
2024
Q2 		$406K Buy
2,966
+1,100
+59% +$157K 0.2% 75
2024
Q1 		$277K Buy
1,866
+60
+3% +$9.12K 0.14% 97
2023
Q4 		$284K Sell
1,806
-101
-5% -$15.3K 0.15% 92
2023
Q3 		$297K Sell
1,907
-102
-5% -$17.6K 0.17% 85
2023
Q2 		$360K Buy
2,009
+1
+0% +$178 0.2% 80
2023
Q1 		$390K Buy
2,008
+241
+14% +$44.2K 0.22% 77
2022
Q4 		$307K Buy
1,767
+52
+3% +$9K 0.19% 95
2022
Q3 		$277K Buy
1,715
+170
+11% +$32.2K 0.19% 88
2022
Q2 		$282K Buy
1,545
+402
+35% +$73.3K 0.18% 90
2022
Q1 		$245K Buy
1,143
+120
+12% +$25.5K 0.14% 97
2021
Q4 		$219K Hold
1,023
– – 0.13% 95
2021
Q3 		$186K Buy
1,023
+500
+96% +$98.7K 0.12% 99
2021
Q2 		$109K Sell
523
-2,750
-84% -$550K 0.08% 125
2021
Q1 		$241K Buy
3,273
+2,750
+526% +$445K 0.18% 79
2020
Q4 		$88K Buy
+523
New +$88.3K 0.08% 125

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

Sittner & Nelson's UPS Position: Q1 2026 in Review

Sittner & Nelson increased its United Parcel Service (UPS) stake by 27% in Q1 2026, buying an estimated $121K and bringing the position to 5,265 shares worth $518K. The position accounts for 0.19% of the portfolio, ranked #89.

Sittner & Nelson first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $526K in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sittner & Nelson held 5,265 shares of United Parcel Service worth $518K as of Q1 2026.
  • Sittner & Nelson bought 1,125 United Parcel Service shares in Q1 2026, an estimated $121K.
  • United Parcel Service made up 0.19% of Sittner & Nelson's portfolio in Q1 2026, its #89 holding.
  • Sittner & Nelson first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's United Parcel Service position peaked at $526K in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.