AIFS
UPS icon

A&I Financial Services’s United Parcel Service UPS Stock Holding History

A&I Financial Services’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 		$820K Buy
+7,630
New +$793K 0.36% 39

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

A&I Financial Services's UPS Position: Q2 2026 in Review

A&I Financial Services opened a new position in United Parcel Service (UPS) in Q2 2026: 7,630 shares worth $820K. The stake represents 0.36% of the portfolio and ranks #39 among its holdings.

2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • A&I Financial Services held 7,630 shares of United Parcel Service worth $820K as of Q2 2026.
  • United Parcel Service was a new A&I Financial Services position in Q2 2026.
  • United Parcel Service made up 0.36% of A&I Financial Services's portfolio in Q2 2026, its #39 holding.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.