SFM
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Stack Financial Management’s United Parcel Service UPS Stock Holding History

Stack Financial 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 		$21.6M Buy
219,205
+80,092
+58% +$8.59M 1.58% 25
2025
Q4 		$13.8M Buy
+139,113
New +$13M 1.05% 38
2023
Q4 		– Sell
-75,411
Closed -$11.8M – 45
2023
Q3 		$11.8M Buy
75,411
+652
+0.9% +$113K 1.37% 33
2023
Q2 		$13.4M Buy
74,759
+1,022
+1% +$181K 1.5% 29
2023
Q1 		$14.3M Buy
73,737
+654
+0.9% +$120K 1.74% 29
2022
Q4 		$12.7M Buy
73,083
+352
+0.5% +$60.9K 1.28% 30
2022
Q3 		$11.7M Buy
72,731
+824
+1% +$156K 1.23% 33
2022
Q2 		$13.1M Sell
71,907
-67
-0.1% -$12.2K 1.31% 33
2022
Q1 		$15.4M Buy
71,974
+2,854
+4% +$606K 1.24% 35
2021
Q4 		$14.8M Buy
69,120
+308
+0.4% +$62.6K 1.28% 38
2021
Q3 		$12.5M Buy
68,812
+463
+0.7% +$91.4K 1.2% 39
2021
Q2 		$14.2M Buy
68,349
+427
+0.6% +$85.4K 1.22% 40
2021
Q1 		$11.5M Buy
+67,922
New +$11M 0.98% 46

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

Stack Financial Management's UPS Position: Q1 2026 in Review

Stack Financial Management increased its United Parcel Service (UPS) stake by 58% in Q1 2026, buying an estimated $8.59M and bringing the position to 219,205 shares worth $21.6M. The position accounts for 1.58% of the portfolio, ranked #25.

Stack Financial Management first reported a position in UPS in Q1 2021 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stack Financial Management held 219,205 shares of United Parcel Service worth $21.6M as of Q1 2026.
  • Stack Financial Management bought 80,092 United Parcel Service shares in Q1 2026, an estimated $8.59M.
  • United Parcel Service made up 1.58% of Stack Financial Management's portfolio in Q1 2026, its #25 holding.
  • Stack Financial Management first reported a position in United Parcel Service in Q1 2021 and has held it in 13 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.