Sovereign's Capital Management’s United Parcel Service UPS Stock Holding History

Sovereign's Capital Management’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	$3.57M	Sell	36,275 -17,658	-33%	-$1.89M	2.63%	12
2025 Q4	$5.35M	Sell	53,933 -3,608	-6%	-$337K	3.24%	7
2025 Q3	$4.81M	Buy	57,541 +39,293	+215%	+$3.56M	2.61%	12
2025 Q2	$1.84M	Buy	18,248 +1,152	+7%	+$113K	0.99%	37
2025 Q1	$1.88M	Buy	17,096 +1,296	+8%	+$155K	1.12%	34
2024 Q4	$1.99M	Buy	+15,800	New	+$2.08M	1.27%	34

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

Sovereign's Capital Management's UPS Position: Q1 2026 in Review

Sovereign's Capital Management reduced its United Parcel Service (UPS) stake by 33% in Q1 2026, selling an estimated $1.89M and leaving 36,275 shares worth $3.57M. The position accounts for 2.63% of the portfolio, ranked #12.

Sovereign's Capital Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.35M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Sovereign's Capital Management held 36,275 shares of United Parcel Service worth $3.57M as of Q1 2026.
Sovereign's Capital Management sold 17,658 United Parcel Service shares in Q1 2026, an estimated $1.89M.
United Parcel Service made up 2.63% of Sovereign's Capital Management's portfolio in Q1 2026, its #12 holding.
Sovereign's Capital Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Sovereign's Capital Management's United Parcel Service position peaked at $5.35M in Q4 2025.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sovereign's Capital Management's 13F filing for Q1 2026, filed 15 May 2026.