Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  United Parcel Service, Inc. (UPS)
← All UPS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.02 $82.00–102.89 · VW $95.14i SEC
2025   Q3 20,000 0.02 Reduce 8.42% <0.01 $82.00–106.46 · VW $87.73i $1,670,600 SEC
2025   Q2 21,840 0.03 Reduce 0.14% $90.55–110.50 · VW $98.82i $2,204,530 SEC
2025   Q1 21,870 0.03 Reduce 4.39% <0.01 $108.30–136.99 · VW $116.85i $2,405,481 SEC
2024   Q4 22,874 0.03 Reduce 3.95% <0.01 $122.01–145.01 · VW $132.56i $2,884,411 SEC
2024   Q3 23,814 0.03 $136.34 $3,246,801 SEC
2024   Q2 23,814 0.03 Reduce 0.42% <0.01 $132.90–154.29 · VW $142.19i $3,258,946 SEC
2024   Q1 23,914 0.03 Reduce 40.67% 0.02 $138.90–161.48 · VW $148.35i $3,554,338 SEC
2023   Q4 40,310 0.05 Reduce 10.19% <0.01 $133.68–163.82 · VW $149.50i $6,337,941 SEC
2023   Q3 44,885 0.06 Reduce 96.98% 1.90 $150.54–192.98 · VW $172.64i $6,996,225 SEC
2023   Q2 1,487,705 1.96 Add 0.99% 0.02 $166.15–197.80 · VW $176.69i $266,671,121 SEC
2023   Q1 1,473,140 2.22 Reduce 3.51% 0.07 $173.33–194.12 · VW $185.45i $281,502,323 SEC
2022   Q4 1,526,736 2.08 Add 20.25% 0.35 $154.87–191.60 · VW $174.79i $265,407,828 SEC
2022   Q3 1,269,669 1.79 Reduce 0.29% <0.01 $160.11–209.39 · VW $185.45i $205,102,000 SEC
2022   Q2 1,273,299 1.92 Add 3.08% 0.06 $165.34–215.21 · VW $183.07i $232,428,000 SEC
2022   Q1 1,235,235 1.98 Add 0.65% 0.01 $192.74–233.72 · VW $211.11i $264,909,000 SEC
2021   Q4 1,227,220 1.85 Reduce 0.72% 0.01 $177.13–220.24 · VW $205.23i $263,042,000 SEC
2021   Q3 1,236,126 1.78 Reduce 10.36% 0.22 $182.00–214.93 · VW $194.02i $225,099,000 SEC
2021   Q2 1,378,966 2.17 Reduce 4.90% 0.10 $168.83–219.59 · VW $203.78i $286,784,000 SEC
2021   Q1 1,450,050 1.97 Reduce 0.12% <0.01 $154.76–171.00 · VW $162.14i $246,494,000 SEC
2020   Q4 1,451,795 2.03 Reduce 34.04% 1.11 $155.25–178.01 · VW $166.45i $244,482,000 SEC
2020   Q3 2,200,961 3.25 Reduce 27.10% 0.87 $113.05–171.98 · VW $149.90i $366,746,000 SEC
2020   Q2 3,018,976 3.21 Reduce 0.73% 0.02 $88.35–112.02 · VW $99.72i $335,650,000 SEC
2020   Q1 3,041,296 3.18 Add 12.42% 0.35 $82.00–119.24 · VW $96.89i $284,118,000 SEC
2019   Q4 2,705,211 3.14 Add 27.84% 0.68 $111.78–125.31 · VW $117.67i $316,672,000 SEC
2019   Q3 2,116,041 2.71 Add 3.46% 0.09 $101.16–123.63 · VW $116.50i $253,544,000 SEC
2019   Q2 2,045,321 2.41 Add 24.80% 0.48 $92.65–115.03 · VW $101.87i $211,220,000 SEC
2019   Q1 1,638,820 2.18 Add 5.11% 0.11 $94.19–112.90 · VW $106.70i $183,122,000 SEC
2018   Q4 1,559,111 2.15 Reduce 0.56% 0.01 $89.89–119.22 · VW $107.19i $152,060,000 SEC
2018   Q3 1,567,911 2.28 Add 0.48% 0.01 $104.94–125.09 · VW $118.64i $183,054,000 SEC
2018   Q2 1,560,431 2.23 Reduce 3.76% 0.08 $102.40–119.17 · VW $111.51i $165,765,000 SEC
2018   Q1 1,621,431 2.22 Add 0.39% <0.01 $101.45–135.53 · VW $113.17i $169,699,000 SEC
2017   Q4 1,615,111 2.46 Add 0.33% <0.01 $111.30–125.16 · VW $119.02i $192,441,000 SEC
2017   Q3 1,609,810 2.61 Reduce 0.31% <0.01 $106.98–120.42 · VW $113.65i $193,322,000 SEC
2017   Q2 1,614,760 2.45 Reduce 3.13% 0.08 $102.12–111.55 · VW $107.20i $178,576,000 SEC
2017   Q1 1,666,950 2.51 Reduce 0.35% <0.01 $103.23–118.19 · VW $107.87i $178,864,000 SEC
2016   Q4 1,672,840 2.81 Reduce 0.14% <0.01 $105.87–120.44 · VW $112.70i $191,774,000 SEC
2016   Q3 1,675,170 2.74 Reduce 0.12% <0.01 $105.96–111.83 · VW $108.79i $183,197,000 SEC
2016   Q2 1,677,198 2.80 Reduce 1.33% 0.04 $100.05–107.74 · VW $104.64i $180,668,000 SEC
2016   Q1 1,699,837 2.86 Reduce 5.90% 0.17 $87.30–106.61 · VW $96.83i $179,282,000 SEC
2015   Q4 1,806,467 2.91 Add 0.18% <0.01 $95.82–107.32 · VW $101.22i $173,836,000 SEC
2015   Q3 1,803,137 3.13 Add 0.76% 0.02 $93.64–104.07 · VW $98.83i $177,952,000 SEC
2015   Q2 1,789,537 2.77 Reduce 0.67% 0.02 $94.88–102.84 · VW $99.28i $173,424,000 SEC
2015   Q1 1,801,538 2.67 Reduce 26.18% 1.10 $96.32–114.40 · VW $101.48i $174,641,000 SEC
2014   Q4 2,440,497 4.20 Reduce 2.25% 0.09 $94.05–113.10 · VW $106.53i $271,310,000 SEC
2014   Q3 2,496,670 3.90 Reduce 3.52% 0.14 $94.87–105.09 · VW $98.35i $245,398,000 SEC
2014   Q2 2,587,769 4.00 Reduce 3.83% 0.14 $95.45–104.30 · VW $100.47i $265,660,000 SEC
2014   Q1 2,690,801 3.78 Add 1.29% 0.05 $93.19–104.91 · VW $97.00i $262,030,000 SEC
2013   Q4 2,656,445 3.96 Add 2.16% 0.08 $88.45–105.37 · VW $99.66i $279,139,000 SEC
2013   Q3 2,600,365 3.68 Add 9.49% 0.32 $85.18–92.12 · VW $88.02i $237,595,000 SEC
2013   Q2 2,375,051 3.37 Add 1.73% 0.06 $81.95–89.96 · VW $85.92i $205,394,000 SEC
2013   Q1 2,334,661 3.35 Add 4.69% 0.15 $75.02–85.93 · VW $81.74i $200,547,000 SEC
2012   Q4 2,230,130 3.08 Add 25.78% 0.63 $69.56–76.20 · VW $73.05i $164,427,000 SEC
2012   Q3 1,773,070 2.27 Buy 2.27 $71.18–80.53 · VW $74.32i $126,898,000 SEC
2012   Q2 0 0.00 Sell 100.00% <0.01 $72.15–80.97 · VW $76.95i SEC
2012   Q1 5,370 <0.01 Buy <0.01 $72.15–81.79 · VW $76.96i $433,000 SEC
2011   Q4 0 0.00 Sell 100.00% <0.01 $61.27–73.81 · VW $69.95i SEC
2011   Q3 6,870 <0.01 Buy <0.01 $60.74–75.80 · VW $66.54i $433,000 SEC
2010   Q3 0 0.00 Sell 100.00% <0.01 $56.47–69.50 · VW $64.53i SEC
2010   Q2 3,800 <0.01 Buy <0.01 $56.70–70.89 · VW $63.71i $216,000 SEC
2009   Q4 0 0.00 Sell 100.00% <0.01 $53.17–59.75 · VW $56.52i SEC
2009   Q3 350 <0.01 $57.14 $20,000 SEC
2009   Q2 350 <0.01 $48.57 $17,000 SEC
2009   Q1 350 <0.01 $48.57 $17,000 SEC
2008   Q4 350 <0.01 Reduce 81.18% <0.01 $43.32–64.44 · VW $54.20i $19,000 SEC
2008   Q3 1,860 <0.01 Add 186.15% <0.01 $56.10–70.00 · VW $63.26i $117,000 SEC
2008   Q2 650 <0.01 Reduce 68.60% <0.01 $59.30–75.08 · VW $68.82i $40,000 SEC
2008   Q1 2,070 <0.01 Reduce 42.69% <0.01 $64.01–73.95 · VW $70.98i $151,000 SEC
2007   Q4 3,612 <0.01 Add 87.15% <0.01 $70.00–77.76 · VW $73.50i $255,000 SEC
2007   Q3 1,930 <0.01 Add 196.92% <0.01 $72.70–78.99 · VW $75.58i $145,000 SEC
2007   Q2 650 <0.01 $72.31 $47,000 SEC
2007   Q1 650 <0.01 Add 85.71% <0.01 $68.66–75.98 · VW $71.55i $46,000 SEC
2006   Q4 350 <0.01 $74.29 $26,000 SEC
2006   Q3 350 <0.01 $71.43 $25,000 SEC
2006   Q2 350 <0.01 Buy <0.01 $77.55–83.99 · VW $81.12i $29,000 SEC
2005   Q4 0 0.00 Sell 100.00% <0.01 $66.90–79.97 · VW $74.64i SEC
2005   Q3 750 <0.01 $69.33 $52,000 SEC
2005   Q2 750 <0.01 $69.33 $52,000 SEC
2005   Q1 750 <0.01 $73.33 $55,000 SEC
2004   Q4 750 <0.01 Reduce 13.79% <0.01 $75.76–89.11 · VW $82.17i $64,000 SEC
2004   Q3 870 <0.01 Add 625.00% <0.01 $69.15–76.00 · VW $73.07i $66,000 SEC
2004   Q2 120 <0.01 $75.00 $9,000 SEC
2004   Q1 120 <0.01 $66.67 $8,000 SEC
2003   Q4 120 <0.01 $75.00 $9,000 SEC
2003   Q3 120 <0.01 Reduce 45.45% <0.01 $61.17–65.31 · VW $63.40i $8,000 SEC
2003   Q2 220 <0.01 Add 83.33% <0.01 $56.52–64.32 · VW $61.75i $14,000 SEC
2003   Q1 120 <0.01 $57.00 $6,840 SEC
2002   Q4 120 <0.01 $66.67 $8,000 SEC
2002   Q3 120 <0.01 $62,533.33 $7,504,000 SEC
2002   Q2 120 <0.01 $61,750.00 $7,410,000 SEC
2002   Q1 120 <0.01 $60,800.00 $7,296,000 SEC
2001   Q4 120 <0.01 Reduce 71.43% 0.01 $49.80–57.15 · VW $53.53i $6,540,000 SEC
2001   Q3 420 0.02 $51,980.95 $21,832,000 SEC
2001   Q2 420 0.02 $57,800.00 $24,276,000 SEC
2001   Q1 420 0.02 $56,900.00 $23,898,000 SEC
2000   Q4 420 0.02 Reduce 70.42% 0.04 $51.25–64.31 · VW $58.81i $24,675,000 SEC
2000   Q3 1,420 0.06 Buy 0.06 $51.88–61.50 · VW $56.56i $80,045,000 SEC
Price snapshot:
Current price$112.89
52-week low$78.17
52-week high$118.73