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Sunbelt Securities’s United Parcel Service UPS Stock Holding History

Sunbelt Securities’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 		$1.39M Buy
14,150
+942
+7% +$101K 0.09% 196
2025
Q4 		$1.31M Sell
13,208
-618
-4% -$57.8K 0.09% 192
2025
Q3 		$1.15M Sell
13,826
-3,096
-18% -$280K 0.08% 212
2025
Q2 		$2.13M Buy
16,922
+3,572
+27% +$351K 0.19% 105
2025
Q1 		$1.47M Sell
13,350
-3,572
-21% -$427K 0.13% 134
2024
Q4 		$2.12M Sell
16,922
-570
-3% -$75K 0.19% 105
2024
Q3 		$2.38M Buy
17,492
+862
+5% +$113K 0.23% 92
2024
Q2 		$2.28M Buy
16,630
+648
+4% +$92.8K 0.23% 86
2024
Q1 		$2.38M Buy
15,982
+1,381
+9% +$210K 0.27% 81
2023
Q4 		$2.3M Sell
14,601
-588
-4% -$88.9K 0.29% 75
2023
Q3 		$2.37M Sell
15,189
-673
-4% -$116K 0.33% 63
2023
Q2 		$2.84M Sell
15,862
-552
-3% -$98K 0.41% 51
2023
Q1 		$3.14M Sell
16,414
-152
-0.9% -$27.9K 0.5% 44
2022
Q4 		$2.88M Buy
16,566
+134
+0.8% +$23.2K 0.56% 40
2022
Q3 		$2.65M Buy
16,432
+290
+2% +$54.9K 0.56% 39
2022
Q2 		$2.95M Buy
16,142
+115
+0.7% +$21K 0.62% 35
2022
Q1 		$3.53M Sell
16,027
-6,059
-27% -$1.29M 0.65% 30
2021
Q4 		$4.97M Sell
22,086
-4,769
-18% -$970K 0.81% 22
2021
Q3 		$5.66M Hold
26,855
– – 1.02% 13
2021
Q2 		$5.66M Sell
26,855
-874
-3% -$175K 1.02% 13
2021
Q1 		$4.71M Sell
27,729
-253
-0.9% -$40.9K 0.93% 21
2020
Q4 		$4.71M Buy
27,982
+6,854
+32% +$1.16M 0.97% 19
2020
Q3 		$3.52M Buy
21,128
+32
+0.2% +$4.66K 0.98% 19
2020
Q2 		$2.35M Sell
21,096
-1,534
-7% -$153K 0.81% 29
2020
Q1 		$2.13M Sell
22,630
-6,954
-24% -$720K 0.09% 91
2019
Q4 		$3.46M Buy
29,584
+2,974
+11% +$352K 0.36% 62
2019
Q3 		$3.19M Buy
26,610
+11,822
+80% +$1.35M 0.36% 65
2019
Q2 		$1.53M Buy
14,788
+2,258
+18% +$235K 0.66% 41
2019
Q1 		$1.4M Buy
12,530
+7,020
+127% +$745K 0.7% 41
2018
Q4 		$537K Sell
5,510
-485
-8% -$52.6K 0.31% 89
2018
Q3 		$700K Buy
5,995
+916
+18% +$108K 0.37% 69
2018
Q2 		$540K Buy
5,079
+1,287
+34% +$145K 0.32% 87
2018
Q1 		$397K Buy
3,792
+302
+9% +$34.9K 0.36% 92
2017
Q4 		$416K Buy
3,490
+255
+8% +$30K 0.4% 80
2017
Q3 		$388K Buy
3,235
+126
+4% +$14.3K 0.41% 80
2017
Q2 		$344K Sell
3,109
-20
-0.6% -$2.14K 0.65% 47
2017
Q1 		$336K Buy
3,129
+117
+4% +$12.8K 0.51% 53
2016
Q4 		$345K Sell
3,012
-160
-5% -$18K 0.52% 47
2016
Q3 		$347K Buy
3,172
+45
+1% +$4.92K 0.42% 52
2016
Q2 		$337K Sell
3,127
-9
-0.3% -$937 0.44% 51
2016
Q1 		$331K Buy
3,136
+3
+0.1% +$292 0.48% 46
2015
Q4 		$302K Sell
3,133
-28
-0.9% -$2.86K 0.42% 54
2015
Q3 		$312K Sell
3,161
-224
-7% -$22.1K 0.42% 57
2015
Q2 		$328K Sell
3,385
-48
-1% -$4.77K 0.45% 53
2015
Q1 		$333K Sell
3,433
-38
-1% -$3.9K 0.49% 45
2014
Q4 		$386K Buy
+3,471
New +$366K 0.51% 43

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

Sunbelt Securities's UPS Position: Q1 2026 in Review

Sunbelt Securities increased its United Parcel Service (UPS) stake by 7.1% in Q1 2026, buying an estimated $101K and bringing the position to 14,150 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #196.

Sunbelt Securities first reported a position in UPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.66M in Q3 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Sunbelt Securities held 14,150 shares of United Parcel Service worth $1.39M as of Q1 2026.
  • Sunbelt Securities bought 942 United Parcel Service shares in Q1 2026, an estimated $101K.
  • United Parcel Service made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #196 holding.
  • Sunbelt Securities first reported a position in United Parcel Service in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's United Parcel Service position peaked at $5.66M in Q3 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.