Vontobel Holding
UPS icon

Vontobel Holding’s United Parcel Service UPS Stock Holding History

Vontobel Holding’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 		$3.93M Sell
39,934
-50,984
-56% -$5.47M 0.01% 403
2025
Q4 		$9.02M Sell
90,918
-21,962
-19% -$2.05M 0.03% 303
2025
Q3 		$9.43M Buy
112,880
+17,422
+18% +$1.58M 0.03% 274
2025
Q2 		$9.64M Buy
95,458
+4,197
+5% +$413K 0.03% 262
2025
Q1 		$10M Sell
91,261
-204
-0.2% -$24.4K 0.04% 231
2024
Q4 		$11.5M Buy
91,465
+627
+0.7% +$82.5K 0.04% 207
2024
Q3 		$12.4M Sell
90,838
-26,925
-23% -$3.54M 0.04% 201
2024
Q2 		$16.1M Sell
117,763
-3,298
-3% -$472K 0.05% 175
2024
Q1 		$18M Sell
121,061
-37,433
-24% -$5.69M 0.14% 152
2023
Q4 		$24.9M Sell
158,494
-1,051
-0.7% -$159K 0.21% 122
2023
Q3 		$24.9M Buy
159,545
+1,734
+1% +$299K 0.23% 112
2023
Q2 		$28.3M Buy
157,811
+5,061
+3% +$899K 0.25% 101
2023
Q1 		$29.6M Sell
152,750
-6,545
-4% -$1.2M 0.28% 97
2022
Q4 		$27.7M Buy
159,295
+7,880
+5% +$1.36M 0.28% 96
2022
Q3 		$25M Sell
151,415
-25,272
-14% -$4.79M 0.29% 90
2022
Q2 		$32M Buy
176,687
+18,607
+12% +$3.39M 0.35% 67
2022
Q1 		$34.8M Sell
158,080
-55,991
-26% -$11.9M 0.3% 72
2021
Q4 		$45.8M Buy
214,071
+45,375
+27% +$9.23M 0.38% 56
2021
Q3 		$30.7M Buy
168,696
+57,833
+52% +$11.4M 0.27% 78
2021
Q2 		$23M Sell
110,863
-14,445
-12% -$2.89M 0.2% 104
2021
Q1 		$21.3M Sell
125,308
-5,631
-4% -$911K 0.16% 100
2020
Q4 		$21.4M Buy
+130,939
New +$22.1M 0.14% 106

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

Vontobel Holding's UPS Position: Q1 2026 in Review

Vontobel Holding reduced its United Parcel Service (UPS) stake by 56% in Q1 2026, selling an estimated $5.47M and leaving 39,934 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #403.

Vontobel Holding first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $45.8M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Vontobel Holding held 39,934 shares of United Parcel Service worth $3.93M as of Q1 2026.
  • Vontobel Holding sold 50,984 United Parcel Service shares in Q1 2026, an estimated $5.47M.
  • United Parcel Service made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #403 holding.
  • Vontobel Holding first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's United Parcel Service position peaked at $45.8M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.