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

Access 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 Q2	$975K	Buy	9,070 +1,590	+21%	+$165K	0.25%	54
2026 Q1	$736K	Sell	7,480 -1,020	-12%	-$109K	0.2%	59
2025 Q4	$710K	Hold	8,500	–	–	0.19%	61
2025 Q3	$710K	Buy	8,500 +660	+8%	+$59.8K	0.19%	61
2025 Q2	$791K	Buy	+7,840	New	+$771K	0.23%	55
2024 Q4	$846K	Sell	6,710 -585	-8%	-$77K	0.25%	58
2024 Q3	$995K	Buy	7,295 +725	+11%	+$95.2K	0.3%	57
2024 Q2	$899K	Buy	6,570 +1,470	+29%	+$210K	0.29%	54
2024 Q1	$758K	Hold	5,100	–	–	0.25%	60
2023 Q4	$802K	Buy	+5,100	New	+$771K	0.3%	48

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Access Investment Management's UPS Position: Q2 2026 in Review

Access Investment Management increased its United Parcel Service (UPS) stake by 21% in Q2 2026, buying an estimated $165K and bringing the position to 9,070 shares worth $975K. The position accounts for 0.25% of the portfolio, ranked #54.

Access Investment Management first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $995K in Q3 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Access Investment Management held 9,070 shares of United Parcel Service worth $975K as of Q2 2026.
Access Investment Management bought 1,590 United Parcel Service shares in Q2 2026, an estimated $165K.
United Parcel Service made up 0.25% of Access Investment Management's portfolio in Q2 2026, its #54 holding.
Access Investment Management first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's United Parcel Service position peaked at $995K in Q3 2024.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.