Stone House Investment Management’s United Parcel Service UPS Stock Holding History

Stone House Investment 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	$4.08K	Buy	42 +16	+62%	+$1.72K	﹤0.01%	486
2025 Q4	$2.53K	Buy	26 +22	+550%	+$2.06K	﹤0.01%	531
2025 Q3	$292	Sell	4 -3	-43%	-$272	﹤0.01%	697
2025 Q2	$707	Buy	+7	New	+$689	﹤0.01%	475
2019 Q2	–	Sell	-480	Closed	-$54K	–	196
2019 Q1	$54K	Buy	+480	New	+$50.9K	0.03%	87

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

Stone House Investment Management's UPS Position: Q1 2026 in Review

Stone House Investment Management increased its United Parcel Service (UPS) stake by 62% in Q1 2026, buying an estimated $1.72K and bringing the position to 42 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Stone House Investment Management first reported a position in UPS in Q1 2019 and has held it in 5 quarters since. The position peaked at $54K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Stone House Investment Management held 42 shares of United Parcel Service worth $4.08K as of Q1 2026.
Stone House Investment Management bought 16 United Parcel Service shares in Q1 2026, an estimated $1.72K.
United Parcel Service made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #486 holding.
Stone House Investment Management first reported a position in United Parcel Service in Q1 2019 and has held it in 5 quarters since.
Stone House Investment Management's United Parcel Service position peaked at $54K in Q1 2019.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.