VDBMI
UPS icon

Van Den Berg Management I’s United Parcel Service UPS Stock Holding History

Van Den Berg Management I’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 		$2.48M Sell
25,193
-12
-0% -$1.29K 0.57% 48
2025
Q4 		$2.5M Buy
25,205
+1,465
+6% +$137K 0.57% 45
2025
Q3 		$1.98M Buy
+23,740
New +$2.15M 0.5% 45

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

Van Den Berg Management I's UPS Position: Q1 2026 in Review

Van Den Berg Management I reduced its United Parcel Service (UPS) stake by 0.05% in Q1 2026, selling an estimated $1.29K and leaving 25,193 shares worth $2.48M. The position accounts for 0.57% of the portfolio, ranked #48.

Van Den Berg Management I first reported a position in UPS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.5M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Van Den Berg Management I held 25,193 shares of United Parcel Service worth $2.48M as of Q1 2026.
  • Van Den Berg Management I sold 12 United Parcel Service shares in Q1 2026, an estimated $1.29K.
  • United Parcel Service made up 0.57% of Van Den Berg Management I's portfolio in Q1 2026, its #48 holding.
  • Van Den Berg Management I first reported a position in United Parcel Service in Q3 2025 and has held it in 3 quarters since.
  • Van Den Berg Management I's United Parcel Service position peaked at $2.5M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.