ZIM
UPS icon

Zacks Investment Management’s United Parcel Service UPS Stock Holding History

Zacks Investment 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 		$17.6M Buy
178,393
+14,512
+9% +$1.56M 0.14% 138
2025
Q4 		$16.3M Sell
163,881
-16,988
-9% -$1.59M 0.13% 147
2025
Q3 		$15.1M Buy
180,869
+54
+0% +$4.89K 0.12% 149
2025
Q2 		$18.3M Buy
180,815
+1,548
+0.9% +$152K 0.16% 141
2025
Q1 		$19.7M Sell
179,267
-72,850
-29% -$8.71M 0.18% 131
2024
Q4 		$31.8M Buy
252,117
+57,543
+30% +$7.57M 0.29% 91
2024
Q3 		$26.5M Buy
194,574
+17,737
+10% +$2.33M 0.23% 114
2024
Q2 		$24.2M Buy
176,837
+5,194
+3% +$744K 0.27% 93
2024
Q1 		$25.5M Buy
171,643
+10,989
+7% +$1.67M 0.27% 94
2023
Q4 		$25.3M Sell
160,654
-14,376
-8% -$2.17M 0.31% 88
2023
Q3 		$27.3M Buy
175,030
+171,174
+4,439% +$29.5M 0.35% 74
2023
Q2 		$691K Sell
3,856
-28,373
-88% -$5.04M 0.01% 420
2023
Q1 		$6.25M Buy
32,229
+3,378
+12% +$620K 0.08% 169
2022
Q4 		$5.02M Sell
28,851
-417
-1% -$72.2K 0.07% 191
2022
Q3 		$4.73M Sell
29,268
-2,845
-9% -$539K 0.08% 177
2022
Q2 		$5.86M Buy
32,113
+5,133
+19% +$936K 0.09% 154
2022
Q1 		$5.79M Buy
26,980
+3,600
+15% +$765K 0.08% 174
2021
Q4 		$5.01M Buy
23,380
+20,833
+818% +$4.24M 0.07% 186
2021
Q3 		$464K Sell
2,547
-24,969
-91% -$4.93M 0.01% 462
2021
Q2 		$5.72M Buy
27,516
+2,006
+8% +$401K 0.09% 173
2021
Q1 		$4.34M Buy
25,510
+1,467
+6% +$237K 0.08% 184
2020
Q4 		$4.05M Buy
24,043
+2,392
+11% +$404K 0.07% 181
2020
Q3 		$3.61M Buy
+21,651
New +$3.15M 0.07% 164
2017
Q1 		– Sell
-2,155
Closed -$247K – 732
2016
Q4 		$247K Sell
2,155
-41,684
-95% -$4.7M 0.01% 546
2016
Q3 		$4.79M Buy
+43,839
New +$4.79M 0.14% 137
2015
Q4 		– Sell
-24,114
Closed -$2.38M – 659
2015
Q3 		$2.38M Buy
24,114
+144
+0.6% +$14.2K 0.08% 174
2015
Q2 		$2.32M Buy
+23,970
New +$2.38M 0.07% 172
2015
Q1 		– Sell
-94,320
Closed -$10.5M – 716
2014
Q4 		$10.5M Sell
94,320
-1,351
-1% -$143K 0.34% 97
2014
Q3 		$9.4M Sell
95,671
-7,531
-7% -$748K 0.33% 96
2014
Q2 		$10.6M Sell
103,202
-12,755
-11% -$1.28M 0.38% 89
2014
Q1 		$11.3M Sell
115,957
-13,261
-10% -$1.29M 0.42% 85
2013
Q4 		$13.6M Sell
129,218
-8,754
-6% -$862K 0.54% 63
2013
Q3 		$12.6M Sell
137,972
-7,572
-5% -$666K 0.55% 57
2013
Q2 		$12.6M Buy
+145,544
New +$12.5M 0.58% 51

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

Zacks Investment Management's UPS Position: Q1 2026 in Review

Zacks Investment Management increased its United Parcel Service (UPS) stake by 8.9% in Q1 2026, buying an estimated $1.56M and bringing the position to 178,393 shares worth $17.6M. The position accounts for 0.14% of the portfolio, ranked #138.

Zacks Investment Management first reported a position in UPS in Q2 2013 and has held it in 34 quarters since. The position peaked at $31.8M in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Zacks Investment Management held 178,393 shares of United Parcel Service worth $17.6M as of Q1 2026.
  • Zacks Investment Management bought 14,512 United Parcel Service shares in Q1 2026, an estimated $1.56M.
  • United Parcel Service made up 0.14% of Zacks Investment Management's portfolio in Q1 2026, its #138 holding.
  • Zacks Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 34 quarters since.
  • Zacks Investment Management's United Parcel Service position peaked at $31.8M in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.