Clifford Swan Investment Counsel LLC / UPS
Clifford Swan Investment Counsel LLC’s United Parcel Svcs Inc Position
Does Clifford Swan Investment Counsel LLC own United Parcel Svcs Inc (UPS)? Yes — 967.8K shares worth $95M (+3.24% of its 13F portfolio) as of Q1 2026, down from 970.6K shares the prior filed quarter.
Position Value
$95M
Q1 2026
Shares
967.8K
% of Portfolio
+3.24%
Quarters Held
30
currently held
Position History UPS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 967.8K | $95M | +3.24% |
| Q4 2025 | 970.6K | $96M | +3.19% |
| Q3 2025 | 976.4K | $82M | +2.71% |
| Q2 2025 | 954.4K | $96M | +3.40% |
| Q1 2025 | 903.1K | $99M | +3.67% |
| Q4 2024 | 879.5K | $111M | +3.99% |
| Q3 2024 | 868.3K | $118M | +4.20% |
| Q2 2024 | 864.0K | $118M | +4.42% |
| Q1 2024 | 865.0K | $129M | +4.78% |
| Q4 2023 | 872.5K | $137M | +5.34% |
| Q3 2023 | 873.2K | $136M | +5.71% |
| Q2 2023 | 689.8K | $124M | +4.99% |
| Q1 2023 | 698.9K | $136M | +5.67% |
| Q4 2022 | 714.2K | $124M | +5.40% |
| Q3 2022 | 714.6K | $115M | +5.42% |
| Q2 2022 | 704.5K | $129M | +5.57% |
| Q1 2022 | 746.5K | $160M | +5.93% |
| Q4 2021 | 752.4K | $161M | +5.65% |
| Q3 2021 | 752.8K | $159M | +5.82% |
| Q2 2021 | 755.4K | $144M | +5.47% |
| Q1 2021 | 561.5K | $95M | +3.93% |
| Q4 2020 | 562.5K | $95M | +4.13% |
| Q3 2020 | 578.3K | $96M | +4.62% |
| Q2 2020 | 586.8K | $65M | +3.36% |
| Q1 2020 | 588.5K | $55M | +3.34% |
| Q4 2019 | 530.4K | $62M | +3.00% |
| Q3 2019 | 529.0K | $63M | +3.29% |
| Q2 2019 | 531.4K | $55M | +2.89% |
| Q1 2019 | 520.5K | $58M | +3.12% |
| Q4 2018 | 513.2K | $50M | +3.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of UPS.