Woodley Farra Manion Portfolio Management’s United Parcel Service UPS Stock Holding History

Woodley Farra Manion Portfolio 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	$2.49M	Buy	25,307 +1,958	+8%	+$210K	0.12%	59
2025 Q4	$2.32M	Buy	23,349 +868	+4%	+$81.2K	0.11%	59
2025 Q3	$1.88M	Sell	22,481 -642	-3%	-$58.1K	0.09%	63
2025 Q2	$2.33M	Buy	23,123 +656	+3%	+$64.5K	0.11%	59
2025 Q1	$2.47M	Buy	22,467 +599	+3%	+$71.6K	0.12%	58
2024 Q4	$2.76M	Buy	21,868 +950	+5%	+$125K	0.14%	57
2024 Q3	$2.85M	Sell	20,918 -93	-0.4%	-$12.2K	0.14%	57
2024 Q2	$2.88M	Sell	21,011 -4,214	-17%	-$603K	0.16%	55
2024 Q1	$3.75M	Buy	25,225 +15,072	+148%	+$2.29M	0.21%	49
2023 Q4	$1.6M	Sell	10,153 -225	-2%	-$34K	0.1%	60
2023 Q3	$1.62M	Buy	+10,378	New	+$1.79M	0.11%	59
2020 Q3	–	Sell	-158	Closed	-$18K	–	374
2020 Q2	$18K	Hold	158	–	–	﹤0.01%	237
2020 Q1	$15K	Hold	158	–	–	﹤0.01%	252
2019 Q4	$18K	Buy	+158	New	+$18.7K	﹤0.01%	249

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's UPS Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its United Parcel Service (UPS) stake by 8.4% in Q1 2026, buying an estimated $210K and bringing the position to 25,307 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #59.

Woodley Farra Manion Portfolio Management first reported a position in UPS in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.75M in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Woodley Farra Manion Portfolio Management held 25,307 shares of United Parcel Service worth $2.49M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 1,958 United Parcel Service shares in Q1 2026, an estimated $210K.
United Parcel Service made up 0.12% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #59 holding.
Woodley Farra Manion Portfolio Management first reported a position in United Parcel Service in Q4 2019 and has held it in 14 quarters since.
Woodley Farra Manion Portfolio Management's United Parcel Service position peaked at $3.75M in Q1 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.