Swan Capital’s United Parcel Service UPS Stock Holding History

Swan Capital’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	$27K	Sell	274 -176	-39%	-$18.9K	0.01%	102
2025 Q4	$44.6K	Sell	450 -22	-5%	-$2.06K	0.02%	86
2025 Q3	$39.4K	Buy	472 +8	+2%	+$725	0.02%	90
2025 Q2	$46.8K	Buy	464 +25	+6%	+$2.46K	0.02%	77
2025 Q1	$48.3K	Hold	439	–	–	0.02%	65
2024 Q4	$55.4K	Hold	439	–	–	0.03%	62
2024 Q3	$59.9K	Hold	439	–	–	0.03%	63
2024 Q2	$60.1K	Buy	+439	New	+$62.9K	0.03%	59

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

Swan Capital's UPS Position: Q1 2026 in Review

Swan Capital reduced its United Parcel Service (UPS) stake by 39% in Q1 2026, selling an estimated $18.9K and leaving 274 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #102.

Swan Capital first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.1K in Q2 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Swan Capital held 274 shares of United Parcel Service worth $27K as of Q1 2026.
Swan Capital sold 176 United Parcel Service shares in Q1 2026, an estimated $18.9K.
United Parcel Service made up 0.01% of Swan Capital's portfolio in Q1 2026, its #102 holding.
Swan Capital first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
Swan Capital's United Parcel Service position peaked at $60.1K in Q2 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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