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Stoneridge Investment Partners’s United Parcel Service UPS Stock Holding History

Stoneridge Investment Partners’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 		$1.33M Buy
13,482
+8,433
+167% +$904K 0.96% 26
2025
Q4 		$501K Sell
5,049
-207
-4% -$19.4K 0.35% 64
2025
Q3 		$439K Hold
5,256
– – 0.3% 70
2025
Q2 		$531K Hold
5,256
– – 0.4% 68
2025
Q1 		$578K Sell
5,256
-7,884
-60% -$943K 0.49% 58
2024
Q4 		$1.66M Sell
13,140
-100
-0.8% -$13.2K 0.59% 52
2024
Q3 		$1.8M Sell
13,240
-84
-0.6% -$11K 0.67% 47
2024
Q2 		$1.82M Sell
13,324
-550
-4% -$78.7K 0.69% 46
2024
Q1 		$2.06M Sell
13,874
-200
-1% -$30.4K 0.78% 47
2023
Q4 		$2.21M Buy
14,074
+3,386
+32% +$512K 0.93% 41
2023
Q3 		$1.67M Buy
10,688
+549
+5% +$94.8K 0.79% 44
2023
Q2 		$1.82M Buy
10,139
+1,189
+13% +$211K 0.79% 43
2023
Q1 		$1.74M Sell
8,950
-407
-4% -$74.7K 0.92% 37
2022
Q4 		$1.63M Buy
9,357
+3,897
+71% +$675K 0.9% 36
2022
Q3 		$882K Sell
5,460
-125
-2% -$23.7K 0.52% 56
2022
Q2 		$1.02M Buy
5,585
+3,100
+125% +$565K 0.56% 56
2022
Q1 		$533K Sell
2,485
-2,265
-48% -$481K 0.25% 81
2021
Q4 		$1.02M Hold
4,750
– – 0.47% 58
2021
Q3 		$865K Buy
+4,750
New +$938K 0.43% 63
2021
Q2 		– Sell
-5,123
Closed -$871K – 122
2021
Q1 		$871K Hold
5,123
– – 0.46% 68
2020
Q4 		$863K Sell
5,123
-2,752
-35% -$464K 0.5% 63
2020
Q3 		$1.31M Sell
7,875
-16,979
-68% -$2.47M 0.87% 37
2020
Q2 		$2.76M Buy
+24,854
New +$2.48M 1.16% 25
2019
Q1 		– Sell
-33,088
Closed -$3.23M – 137
2018
Q4 		$3.23M Buy
33,088
+5,847
+21% +$634K 1.01% 31
2018
Q3 		$3.18M Buy
+27,241
New +$3.21M 0.68% 52
2015
Q1 		– Sell
-3,767
Closed -$419K – 304
2014
Q4 		$419K Sell
3,767
-48,694
-93% -$5.14M 0.06% 202
2014
Q3 		$5.16M Buy
52,461
+49,761
+1,843% +$4.94M 0.77% 34
2014
Q2 		$277K Buy
+2,700
New +$271K 0.04% 193

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

Stoneridge Investment Partners's UPS Position: Q1 2026 in Review

Stoneridge Investment Partners increased its United Parcel Service (UPS) stake by 167% in Q1 2026, buying an estimated $904K and bringing the position to 13,482 shares worth $1.33M. The position accounts for 0.96% of the portfolio, ranked #26.

Stoneridge Investment Partners first reported a position in UPS in Q2 2014 and has held it in 28 quarters since. The position peaked at $5.16M in Q3 2014. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Stoneridge Investment Partners held 13,482 shares of United Parcel Service worth $1.33M as of Q1 2026.
  • Stoneridge Investment Partners bought 8,433 United Parcel Service shares in Q1 2026, an estimated $904K.
  • United Parcel Service made up 0.96% of Stoneridge Investment Partners's portfolio in Q1 2026, its #26 holding.
  • Stoneridge Investment Partners first reported a position in United Parcel Service in Q2 2014 and has held it in 28 quarters since.
  • Stoneridge Investment Partners's United Parcel Service position peaked at $5.16M in Q3 2014.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.