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UPS icon

TOBAM’s United Parcel Service UPS Stock Holding History

TOBAM’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 		– Sell
-141
Closed -$14K – 288
2025
Q4 		$14K Sell
141
-52
-27% -$4.86K ﹤0.01% 245
2025
Q3 		$16K Hold
193
– – 0.01% 209
2025
Q2 		$19K Sell
193
-7,004
-97% -$689K 0.01% 207
2025
Q1 		$792K Buy
7,197
+6,149
+587% +$735K 0.34% 73
2024
Q4 		$132K Sell
1,048
-251
-19% -$33K 0.04% 189
2024
Q3 		$177K Hold
1,299
– – 0.03% 192
2024
Q2 		$178K Sell
1,299
-2,867
-69% -$410K 0.03% 191
2024
Q1 		$619K Sell
4,166
-810
-16% -$123K 0.06% 125
2023
Q4 		$782K Buy
4,976
+1,026
+26% +$155K 0.07% 98
2023
Q3 		$616K Buy
3,950
+67
+2% +$11.6K 0.05% 123
2023
Q2 		$696K Hold
3,883
– – 0.05% 128
2023
Q1 		$753K Sell
3,883
-238
-6% -$43.7K 0.05% 126
2022
Q4 		$716K Sell
4,121
-25,495
-86% -$4.41M 0.05% 124
2022
Q3 		$4.78M Sell
29,616
-22,687
-43% -$4.3M 0.33% 69
2022
Q2 		$9.55M Sell
52,303
-36,240
-41% -$6.61M 0.6% 54
2022
Q1 		$19M Sell
88,543
-560
-0.6% -$119K 0.96% 38
2021
Q4 		$19.1M Buy
89,103
+951
+1% +$193K 0.86% 47
2021
Q3 		$16.1M Buy
88,152
+13,230
+18% +$2.61M 0.68% 56
2021
Q2 		$15.6M Buy
74,922
+16,778
+29% +$3.36M 0.62% 58
2021
Q1 		$9.88M Buy
58,144
+9,534
+20% +$1.54M 0.42% 67
2020
Q4 		$8.19M Buy
48,610
+9,538
+24% +$1.61M 0.36% 75
2020
Q3 		$6.51M Buy
+39,072
New +$5.69M 0.33% 72

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

TOBAM's UPS Position: Q1 2026 in Review

TOBAM sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 141 shares — an estimated $14K sold.

TOBAM first reported a position in UPS in Q3 2020 and held it in 22 quarters. The position peaked at $19.1M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • TOBAM reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • TOBAM sold 141 United Parcel Service shares in Q1 2026, an estimated $14K.
  • TOBAM first reported a position in United Parcel Service in Q3 2020 and held it in 22 quarters.
  • TOBAM's United Parcel Service position peaked at $19.1M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.