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Waterloo Capital’s United Parcel Service UPS Stock Holding History

Waterloo Capital’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 		$264K Buy
2,684
+203
+8% +$21.8K 0.02% 420
2025
Q4 		$246K Buy
+2,481
New +$232K 0.02% 413
2025
Q3 		– Sell
-1,988
Closed -$201K – 496
2025
Q2 		$201K Buy
+1,988
New +$196K 0.02% 452

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

Waterloo Capital's UPS Position: Q1 2026 in Review

Waterloo Capital increased its United Parcel Service (UPS) stake by 8.2% in Q1 2026, buying an estimated $21.8K and bringing the position to 2,684 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #420.

Waterloo Capital first reported a position in UPS in Q2 2025 and has held it in 3 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Waterloo Capital held 2,684 shares of United Parcel Service worth $264K as of Q1 2026.
  • Waterloo Capital bought 203 United Parcel Service shares in Q1 2026, an estimated $21.8K.
  • United Parcel Service made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #420 holding.
  • Waterloo Capital first reported a position in United Parcel Service in Q2 2025 and has held it in 3 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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