Suncoast Equity Management’s United Parcel Service UPS Stock Holding History

Suncoast Equity 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	$261K	Hold	2,652	–	–	0.03%	81
2025 Q4	$263K	Hold	2,652	–	–	0.03%	81
2025 Q3	$222K	Hold	2,652	–	–	0.02%	86
2025 Q2	$268K	Hold	2,652	–	–	0.03%	74
2025 Q1	$292K	Hold	2,652	–	–	0.03%	71
2024 Q4	$334K	Hold	2,652	–	–	0.04%	66
2024 Q3	$362K	Hold	2,652	–	–	0.04%	63
2024 Q2	$363K	Hold	2,652	–	–	0.04%	60
2024 Q1	$394K	Hold	2,652	–	–	0.05%	59
2023 Q4	$417K	Hold	2,652	–	–	0.06%	58
2023 Q3	$413K	Hold	2,652	–	–	0.06%	52
2023 Q2	$475K	Sell	2,652 -12	-0.5%	-$2.13K	0.07%	51
2023 Q1	$517K	Hold	2,664	–	–	0.09%	47
2022 Q4	$463K	Buy	2,664 +106	+4%	+$18.3K	0.09%	42
2022 Q3	$413K	Sell	2,558 -145	-5%	-$27.5K	0.08%	37
2022 Q2	$493K	Buy	+2,703	New	+$493K	0.09%	39

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

Suncoast Equity Management's UPS Position: Q1 2026 in Review

Suncoast Equity Management held its United Parcel Service (UPS) position steady in Q1 2026 at 2,652 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #81.

Suncoast Equity Management first reported a position in UPS in Q2 2022 and has held it in 16 quarters since. The position peaked at $517K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Suncoast Equity Management held 2,652 shares of United Parcel Service worth $261K as of Q1 2026.
Suncoast Equity Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.03% of Suncoast Equity Management's portfolio in Q1 2026, its #81 holding.
Suncoast Equity Management first reported a position in United Parcel Service in Q2 2022 and has held it in 16 quarters since.
Suncoast Equity Management's United Parcel Service position peaked at $517K in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.