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Stonebridge Capital Advisors’s United Parcel Service UPS Stock Holding History

Stonebridge Capital Advisors’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 		$12M Buy
121,871
+45,556
+60% +$4.89M 0.84% 43
2025
Q4 		$7.57M Buy
76,315
+2,978
+4% +$279K 0.52% 56
2025
Q3 		$6.13M Sell
73,337
-4,351
-6% -$394K 0.44% 57
2025
Q2 		$7.84M Sell
77,688
-4,270
-5% -$420K 0.6% 55
2025
Q1 		$9.01M Buy
81,958
+629
+0.8% +$75.2K 0.73% 46
2024
Q4 		$10.3M Buy
81,329
+1,423
+2% +$187K 0.82% 42
2024
Q3 		$10.9M Buy
79,906
+4,603
+6% +$604K 0.89% 37
2024
Q2 		$10.3M Buy
75,303
+4,421
+6% +$633K 0.91% 35
2024
Q1 		$10.5M Buy
70,882
+4,556
+7% +$693K 0.95% 35
2023
Q4 		$10.4M Buy
66,326
+3,734
+6% +$565K 1.05% 34
2023
Q3 		$9.76M Buy
62,592
+2,308
+4% +$398K 1.07% 33
2023
Q2 		$10.8M Buy
60,284
+2,796
+5% +$496K 1.15% 30
2023
Q1 		$11.2M Buy
57,488
+42,526
+284% +$7.8M 1.27% 27
2022
Q4 		$2.6M Buy
14,962
+695
+5% +$120K 0.31% 77
2022
Q3 		$2.31M Sell
14,267
-155
-1% -$29.3K 0.3% 81
2022
Q2 		$2.63M Buy
14,422
+220
+2% +$40.1K 0.32% 78
2022
Q1 		$3.05M Buy
14,202
+175
+1% +$37.2K 0.33% 75
2021
Q4 		$3.01M Buy
14,027
+855
+6% +$174K 0.33% 73
2021
Q3 		$2.4M Sell
13,172
-12,404
-48% -$2.45M 0.29% 86
2021
Q2 		$4.83M Buy
25,576
+12,776
+100% +$2.56M 0.31% 87
2021
Q1 		$2.18M Buy
12,800
+250
+2% +$40.4K 0.29% 90
2020
Q4 		$2.11M Sell
12,550
-170
-1% -$28.7K 0.32% 83
2020
Q3 		$2.12M Sell
12,720
-240
-2% -$34.9K 0.38% 67
2020
Q2 		$1.44M Buy
12,960
+12,660
+4,220% +$1.26M 0.27% 91
2020
Q1 		$28K Hold
300
– – 0.01% 338
2019
Q4 		$35K Sell
300
-700
-70% -$82.9K 0.01% 374
2019
Q3 		$120K Sell
1,000
-56
-5% -$6.4K 0.02% 217
2019
Q2 		$109K Buy
+1,056
New +$110K 0.02% 222

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

Stonebridge Capital Advisors's UPS Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its United Parcel Service (UPS) stake by 60% in Q1 2026, buying an estimated $4.89M and bringing the position to 121,871 shares worth $12M. The position accounts for 0.84% of the portfolio, ranked #43.

Stonebridge Capital Advisors first reported a position in UPS in Q2 2019 and has held it in 28 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stonebridge Capital Advisors held 121,871 shares of United Parcel Service worth $12M as of Q1 2026.
  • Stonebridge Capital Advisors bought 45,556 United Parcel Service shares in Q1 2026, an estimated $4.89M.
  • United Parcel Service made up 0.84% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #43 holding.
  • Stonebridge Capital Advisors first reported a position in United Parcel Service in Q2 2019 and has held it in 28 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.