Spirepoint Private Client’s United Parcel Service UPS Stock Holding History

Spirepoint Private Client’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	$101M	Hold	1,026,359	–	–	9.6%	1
2025 Q4	$102M	Sell	1,026,359 -3,151	-0.3%	-$295K	9.73%	1
2025 Q3	$86M	Sell	1,029,510 -64,320	-6%	-$5.83M	9.04%	1
2025 Q2	$110M	Buy	1,093,830 +10,752	+1%	+$1.06M	12.47%	1
2025 Q1	$119M	Sell	1,083,078 -2,015	-0.2%	-$241K	15.56%	1
2024 Q4	$137M	Buy	1,085,093 +1,883	+0.2%	+$248K	17.15%	1
2024 Q3	$148M	Buy	1,083,210 +1,273	+0.1%	+$167K	19.55%	1
2024 Q2	$148M	Buy	1,081,937 +140	+0%	+$20K	20.99%	1
2024 Q1	$161M	Buy	+1,081,797	New	+$164M	24.49%	1

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

Spirepoint Private Client's UPS Position: Q1 2026 in Review

Spirepoint Private Client held its United Parcel Service (UPS) position steady in Q1 2026 at 1,026,359 shares worth $101M. The position accounts for 9.6% of the portfolio, ranked #1.

Spirepoint Private Client first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $161M in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Spirepoint Private Client held 1,026,359 shares of United Parcel Service worth $101M as of Q1 2026.
Spirepoint Private Client left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 9.6% of Spirepoint Private Client's portfolio in Q1 2026, its #1 holding.
Spirepoint Private Client first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's United Parcel Service position peaked at $161M in Q1 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.