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Vaughan & Co Securities’s United Parcel Service UPS Stock Holding History

Vaughan & Co Securities’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 		$825K Sell
8,388
-465
-5% -$49.9K 0.43% 24
2025
Q4 		$878K Sell
8,853
-654
-7% -$61.2K 0.45% 20
2025
Q3 		$794K Buy
9,507
+4,346
+84% +$394K 0.42% 24
2025
Q2 		$521K Hold
5,161
– – 0.3% 44
2025
Q1 		$568K Buy
+5,161
New +$617K 0.35% 43
2020
Q2 		– Sell
-125
Closed -$11.7K – 143
2020
Q1 		$11.7K Hold
125
– – 0.01% 133
2019
Q4 		$14.6K Buy
+125
New +$14.8K 0.01% 135

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

Vaughan & Co Securities's UPS Position: Q1 2026 in Review

Vaughan & Co Securities reduced its United Parcel Service (UPS) stake by 5.3% in Q1 2026, selling an estimated $49.9K and leaving 8,388 shares worth $825K. The position accounts for 0.43% of the portfolio, ranked #24.

Vaughan & Co Securities first reported a position in UPS in Q4 2019 and has held it in 7 quarters since. The position peaked at $878K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Vaughan & Co Securities held 8,388 shares of United Parcel Service worth $825K as of Q1 2026.
  • Vaughan & Co Securities sold 465 United Parcel Service shares in Q1 2026, an estimated $49.9K.
  • United Parcel Service made up 0.43% of Vaughan & Co Securities's portfolio in Q1 2026, its #24 holding.
  • Vaughan & Co Securities first reported a position in United Parcel Service in Q4 2019 and has held it in 7 quarters since.
  • Vaughan & Co Securities's United Parcel Service position peaked at $878K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.