VCM
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Vision Capital Management’s United Parcel Service UPS Stock Holding History

Vision 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 		$3.95M Buy
40,136
+792
+2% +$84.9K 0.5% 41
2025
Q4 		$3.9M Buy
39,344
+16,746
+74% +$1.57M 0.47% 43
2025
Q3 		$1.89M Sell
22,598
-4,131
-15% -$374K 0.23% 62
2025
Q2 		$2.7M Sell
26,729
-53
-0.2% -$5.21K 0.35% 54
2025
Q1 		$2.95M Buy
26,782
+3,213
+14% +$384K 0.42% 48
2024
Q4 		$2.97M Sell
23,569
-6,428
-21% -$846K 0.44% 46
2024
Q3 		$4.09M Buy
29,997
+745
+3% +$97.8K 0.58% 42
2024
Q2 		$4M Sell
29,252
-574
-2% -$82.2K 0.6% 42
2024
Q1 		$4.43M Sell
29,826
-275
-0.9% -$41.8K 0.66% 40
2023
Q4 		$4.73M Buy
30,101
+93
+0.3% +$14.1K 0.74% 38
2023
Q3 		$4.68M Buy
30,008
+1,040
+4% +$180K 0.86% 37
2023
Q2 		$5.19M Sell
28,968
-20
-0.1% -$3.55K 0.89% 35
2023
Q1 		$5.62M Sell
28,988
-1,439
-5% -$264K 1.02% 34
2022
Q4 		$5.29M Sell
30,427
-3,830
-11% -$663K 1.01% 35
2022
Q3 		$5.53M Buy
34,257
+69
+0.2% +$13.1K 1.14% 31
2022
Q2 		$6.24M Sell
34,188
-4,064
-11% -$741K 1.18% 31
2022
Q1 		$8.2M Buy
38,252
+1,406
+4% +$299K 1.35% 26
2021
Q4 		$7.9M Buy
36,846
+129
+0.4% +$26.2K 1.18% 30
2021
Q3 		$6.69M Buy
36,717
+384
+1% +$75.8K 1.09% 31
2021
Q2 		$7.56M Buy
36,333
+620
+2% +$124K 1.25% 28
2021
Q1 		$6.07M Sell
35,713
-1
-0% -$162 1.08% 31
2020
Q4 		$6.01M Sell
35,714
-812
-2% -$137K 1.12% 30
2020
Q3 		$6.09M Buy
36,526
+41
+0.1% +$5.97K 1.28% 29
2020
Q2 		$4.06M Sell
36,485
-876
-2% -$87.4K 0.93% 32
2020
Q1 		$3.49M Buy
37,361
+26,020
+229% +$2.7M 0.93% 31
2019
Q4 		$1.33M Buy
11,341
+509
+5% +$60.3K 0.31% 55
2019
Q3 		$1.3M Buy
10,832
+262
+2% +$30K 0.34% 53
2019
Q2 		$1.09M Buy
10,570
+221
+2% +$23K 0.29% 56
2019
Q1 		$1.16M Buy
10,349
+5,590
+117% +$593K 0.32% 53
2018
Q4 		$464K Sell
4,759
-6,056
-56% -$657K 0.15% 66
2018
Q3 		$1.26M Sell
10,815
-90
-0.8% -$10.6K 0.34% 54
2018
Q2 		$1.16M Buy
10,905
+155
+1% +$17.4K 0.34% 56
2018
Q1 		$1.13M Sell
10,750
-285
-3% -$32.9K 0.33% 58
2017
Q4 		$1.31M Buy
11,035
+15
+0.1% +$1.76K 0.38% 53
2017
Q3 		$1.32M Hold
11,020
– – 0.42% 52
2017
Q2 		$1.22M Buy
11,020
+210
+2% +$22.4K 0.42% 51
2017
Q1 		$1.16M Buy
10,810
+1,075
+11% +$117K 0.42% 52
2016
Q4 		$1.12M Buy
9,735
+725
+8% +$81.7K 0.44% 50
2016
Q3 		$985K Buy
+9,010
New +$984K 0.41% 50

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

Vision Capital Management's UPS Position: Q1 2026 in Review

Vision Capital Management increased its United Parcel Service (UPS) stake by 2% in Q1 2026, buying an estimated $84.9K and bringing the position to 40,136 shares worth $3.95M. The position accounts for 0.5% of the portfolio, ranked #41.

Vision Capital Management first reported a position in UPS in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.2M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Vision Capital Management held 40,136 shares of United Parcel Service worth $3.95M as of Q1 2026.
  • Vision Capital Management bought 792 United Parcel Service shares in Q1 2026, an estimated $84.9K.
  • United Parcel Service made up 0.5% of Vision Capital Management's portfolio in Q1 2026, its #41 holding.
  • Vision Capital Management first reported a position in United Parcel Service in Q3 2016 and has held it in 39 quarters since.
  • Vision Capital Management's United Parcel Service position peaked at $8.2M in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.