Wright Investors Service’s United Parcel Service UPS Stock Holding History

Wright Investors Service’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	$220K	Buy	2,234 +1	+0%	+$107	0.07%	146
2025 Q4	$221K	Buy	+2,233	New	+$209K	0.07%	145
2025 Q3	–	Sell	-7,861	Closed	-$793K	–	158
2025 Q2	$793K	Buy	7,861 +104	+1%	+$10.2K	0.24%	93
2025 Q1	$853K	Sell	7,757 -2,818	-27%	-$337K	0.28%	81
2024 Q4	$1.33M	Sell	10,575 -7,986	-43%	-$1.05M	0.43%	61
2024 Q3	$2.53M	Sell	18,561 -270	-1%	-$35.4K	0.66%	42
2024 Q2	$2.58M	Buy	18,831 +213	+1%	+$30.5K	0.68%	46
2024 Q1	$2.77M	Buy	18,618 +422	+2%	+$64.1K	0.7%	46
2023 Q4	$2.86M	Sell	18,196 -2,424	-12%	-$366K	0.81%	42
2023 Q3	$3.21M	Buy	20,620 +6,190	+43%	+$1.07M	0.93%	38
2023 Q2	$2.59M	Sell	14,430 -15,942	-52%	-$2.83M	0.73%	49
2023 Q1	$5.89M	Sell	30,372 -725	-2%	-$133K	1.67%	11
2022 Q4	$5.41M	Buy	31,097 +3,204	+11%	+$555K	1.55%	14
2022 Q3	$4.51M	Buy	27,893 +6,483	+30%	+$1.23M	1.42%	15
2022 Q2	$3.91M	Buy	21,410 +14,363	+204%	+$2.62M	1.12%	23
2022 Q1	$1.51M	Sell	7,047 -2,091	-23%	-$444K	0.38%	84
2021 Q4	$1.96M	Buy	+9,138	New	+$1.86M	0.5%	68

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

Wright Investors Service's UPS Position: Q1 2026 in Review

Wright Investors Service increased its United Parcel Service (UPS) stake by 0.04% in Q1 2026, buying an estimated $107 and bringing the position to 2,234 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #146.

Wright Investors Service first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.89M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Wright Investors Service held 2,234 shares of United Parcel Service worth $220K as of Q1 2026.
Wright Investors Service bought 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 0.07% of Wright Investors Service's portfolio in Q1 2026, its #146 holding.
Wright Investors Service first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
Wright Investors Service's United Parcel Service position peaked at $5.89M in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.