Wellington Management Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.6M | Buy |
840,041
+128,237
| +18% | +$13.8M | 0.02% | 591 |
|
|
2025
Q4 | $70.6M | Buy |
711,804
+17,761
| +3% | +$1.66M | 0.01% | 637 |
|
|
2025
Q3 | $58M | Buy |
694,043
+53,755
| +8% | +$4.87M | 0.01% | 686 |
|
|
2025
Q2 | $64.6M | Sell |
640,288
-10,760,184
| -94% | -$1.06B | 0.01% | 631 |
|
|
2025
Q1 | $1.25B | Sell |
11,400,472
-3,536,789
| -24% | -$423M | 0.24% | 99 |
|
|
2024
Q4 | $1.88B | Sell |
14,937,261
-1,314,579
| -8% | -$173M | 0.34% | 69 |
|
|
2024
Q3 | $2.22B | Sell |
16,251,840
-2,886,225
| -15% | -$379M | 0.39% | 63 |
|
|
2024
Q2 | $2.62B | Buy |
19,138,065
+204,556
| +1% | +$29.3M | 0.47% | 44 |
|
|
2024
Q1 | $2.81B | Buy |
18,933,509
+780,609
| +4% | +$119M | 0.5% | 43 |
|
|
2023
Q4 | $2.85B | Buy |
18,152,900
+8,475,698
| +88% | +$1.28B | 0.53% | 38 |
|
|
2023
Q3 | $1.51B | Buy |
9,677,202
+2,331,875
| +32% | +$403M | 0.3% | 78 |
|
|
2023
Q2 | $1.32B | Sell |
7,345,327
-228,294
| -3% | -$40.5M | 0.25% | 99 |
|
|
2023
Q1 | $1.47B | Sell |
7,573,621
-4,721
| -0.1% | -$866K | 0.29% | 90 |
|
|
2022
Q4 | $1.32B | Sell |
7,578,342
-88,947
| -1% | -$15.4M | 0.26% | 94 |
|
|
2022
Q3 | $1.24B | Sell |
7,667,289
-153,003
| -2% | -$29M | 0.26% | 97 |
|
|
2022
Q2 | $1.43B | Buy |
7,820,292
+443,792
| +6% | +$80.9M | 0.29% | 84 |
|
|
2022
Q1 | $1.58B | Sell |
7,376,500
-418,639
| -5% | -$89M | 0.27% | 89 |
|
|
2021
Q4 | $1.67B | Sell |
7,795,139
-699,217
| -8% | -$142M | 0.27% | 86 |
|
|
2021
Q3 | $1.55B | Sell |
8,494,356
-79,760
| -0.9% | -$15.7M | 0.26% | 87 |
|
|
2021
Q2 | $1.78B | Sell |
8,574,116
-180,392
| -2% | -$36.1M | 0.3% | 83 |
|
|
2021
Q1 | $1.49B | Sell |
8,754,508
-3,381,432
| -28% | -$547M | 0.26% | 88 |
|
|
2020
Q4 | $2.04B | Sell |
12,135,940
-1,559,653
| -11% | -$263M | 0.38% | 70 |
|
|
2020
Q3 | $2.28B | Buy |
13,695,593
+3,262,775
| +31% | +$475M | 0.47% | 54 |
|
|
2020
Q2 | $1.16B | Buy |
10,432,818
+296,028
| +3% | +$29.6M | 0.26% | 95 |
|
|
2020
Q1 | $947M | Buy |
10,136,790
+1,256,253
| +14% | +$130M | 0.25% | 98 |
|
|
2019
Q4 | $1.04B | Sell |
8,880,537
-2,876,280
| -24% | -$340M | 0.22% | 107 |
|
|
2019
Q3 | $1.41B | Sell |
11,756,817
-4,368,143
| -27% | -$499M | 0.32% | 74 |
|
|
2019
Q2 | $1.67B | Sell |
16,124,960
-1,958,871
| -11% | -$204M | 0.37% | 62 |
|
|
2019
Q1 | $2.02B | Sell |
18,083,831
-468,974
| -3% | -$49.7M | 0.46% | 52 |
|
|
2018
Q4 | $1.81B | Sell |
18,552,805
-607,546
| -3% | -$65.9M | 0.45% | 52 |
|
|
2018
Q3 | $2.24B | Sell |
19,160,351
-1,189,880
| -6% | -$140M | 0.47% | 48 |
|
|
2018
Q2 | $2.16B | Sell |
20,350,231
-5,155,502
| -20% | -$579M | 0.48% | 47 |
|
|
2018
Q1 | $2.67B | Sell |
25,505,733
-3,561,172
| -12% | -$412M | 0.6% | 29 |
|
|
2017
Q4 | $3.46B | Sell |
29,066,905
-256,718
| -0.9% | -$30.2M | 0.77% | 21 |
|
|
2017
Q3 | $3.52B | Buy |
29,323,623
+441,155
| +2% | +$50.2M | 0.81% | 20 |
|
|
2017
Q2 | $3.19B | Sell |
28,882,468
-505,146
| -2% | -$54M | 0.75% | 24 |
|
|
2017
Q1 | $3.15B | Buy |
29,387,614
+1,117,802
| +4% | +$122M | 0.76% | 24 |
|
|
2016
Q4 | $3.24B | Sell |
28,269,812
-1,262,878
| -4% | -$142M | 0.81% | 19 |
|
|
2016
Q3 | $3.23B | Buy |
29,532,690
+7,798
| +0% | +$852K | 0.81% | 25 |
|
|
2016
Q2 | $3.18B | Buy |
29,524,892
+104,749
| +0.4% | +$10.9M | 0.82% | 22 |
|
|
2016
Q1 | $3.1B | Sell |
29,420,143
-129,458
| -0.4% | -$12.6M | 0.82% | 26 |
|
|
2015
Q4 | $2.84B | Sell |
29,549,601
-642,272
| -2% | -$65.6M | 0.74% | 26 |
|
|
2015
Q3 | $2.98B | Sell |
30,191,873
-1,130,215
| -4% | -$112M | 0.83% | 21 |
|
|
2015
Q2 | $3.04B | Buy |
31,322,088
+876,164
| +3% | +$87.1M | 0.78% | 23 |
|
|
2015
Q1 | $2.95B | Buy |
30,445,924
+2,163,311
| +8% | +$222M | 0.76% | 25 |
|
|
2014
Q4 | $3.14B | Sell |
28,282,613
-275,902
| -1% | -$29.1M | 0.83% | 23 |
|
|
2014
Q3 | $2.81B | Buy |
28,558,515
+152,384
| +0.5% | +$15.1M | 0.77% | 23 |
|
|
2014
Q2 | $2.92B | Buy |
28,406,131
+1,237,534
| +5% | +$124M | 0.78% | 18 |
|
|
2014
Q1 | $2.65B | Buy |
27,168,597
+3,035,982
| +13% | +$296M | 0.73% | 20 |
|
|
2013
Q4 | $2.54B | Buy |
24,132,615
+1,316,938
| +6% | +$130M | 0.73% | 22 |
|
|
2013
Q3 | $2.08B | Buy |
22,815,677
+879,285
| +4% | +$77.3M | 0.65% | 32 |
|
|
2013
Q2 | $1.9B | Buy |
+21,936,392
| New | +$1.88B | 0.62% | 36 |
|
Other funds holding UPS
VCM
VPM
Wellington Management Group's UPS Position: Q1 2026 in Review
Wellington Management Group increased its United Parcel Service (UPS) stake by 18% in Q1 2026, buying an estimated $13.8M and bringing the position to 840,041 shares worth $82.6M. The position accounts for 0.02% of the portfolio, ranked #591.
Wellington Management Group first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.52B in Q3 2017. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Wellington Management Group held 840,041 shares of United Parcel Service worth $82.6M as of Q1 2026.
- Wellington Management Group bought 128,237 United Parcel Service shares in Q1 2026, an estimated $13.8M.
- United Parcel Service made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #591 holding.
- Wellington Management Group first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- Wellington Management Group's United Parcel Service position peaked at $3.52B in Q3 2017.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.