Taylor Hoffman Capital Management’s United Parcel Service UPS Stock Holding History

Taylor Hoffman Capital 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	$611K	Sell	6,213 -1,115	-15%	-$120K	0.19%	71
2025 Q4	$727K	Hold	7,328	–	–	0.22%	67
2025 Q3	$612K	Hold	7,328	–	–	0.19%	71
2025 Q2	$740K	Sell	7,328 -75	-1%	-$7.38K	0.25%	61
2025 Q1	$809K	Hold	7,403	–	–	0.3%	62
2024 Q4	$934K	Hold	7,403	–	–	0.34%	60
2024 Q3	$992K	Buy	+7,403	New	+$972K	0.38%	56

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

Taylor Hoffman Capital Management's UPS Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its United Parcel Service (UPS) stake by 15% in Q1 2026, selling an estimated $120K and leaving 6,213 shares worth $611K. The position accounts for 0.19% of the portfolio, ranked #71.

Taylor Hoffman Capital Management first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $992K in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Taylor Hoffman Capital Management held 6,213 shares of United Parcel Service worth $611K as of Q1 2026.
Taylor Hoffman Capital Management sold 1,115 United Parcel Service shares in Q1 2026, an estimated $120K.
United Parcel Service made up 0.19% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #71 holding.
Taylor Hoffman Capital Management first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's United Parcel Service position peaked at $992K in Q3 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.