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1620 Investment Advisors’s United Parcel Service UPS Stock Holding History

1620 Investment Advisors’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
Q2 		$7.97K Buy
74
+1
+1% +$104 ﹤0.01% 519
2026
Q1 		$7.24K Buy
73
+25
+52% +$2.68K ﹤0.01% 498
2025
Q4 		$4.76K Hold
48
– – ﹤0.01% 523
2025
Q3 		$4.01K Hold
48
– – ﹤0.01% 537
2025
Q2 		$4.84K Sell
48
-8
-14% -$787 ﹤0.01% 528
2025
Q1 		$6.16K Hold
56
– – ﹤0.01% 494
2024
Q4 		$7.06K Buy
56
+22
+65% +$2.9K 0.01% 497
2024
Q3 		$4.59K Buy
34
+4
+13% +$525 ﹤0.01% 535
2024
Q2 		$4.11K Buy
+30
New +$4.29K ﹤0.01% 523

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1620 Investment Advisors's UPS Position: Q2 2026 in Review

1620 Investment Advisors increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $104 and bringing the position to 74 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

1620 Investment Advisors first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • 1620 Investment Advisors held 74 shares of United Parcel Service worth $7.97K as of Q2 2026.
  • 1620 Investment Advisors bought 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #519 holding.
  • 1620 Investment Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.