AR Asset Management’s United Parcel Service UPS Stock Holding History

AR Asset 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	$1.26M	Buy	11,700 +6,600	+129%	+$686K	0.23%	67
2026 Q1	$502K	Hold	5,100	–	–	0.1%	102
2025 Q4	$506K	Hold	5,100	–	–	0.1%	101
2025 Q3	$426K	Hold	5,100	–	–	0.09%	100
2025 Q2	$515K	Hold	5,100	–	–	0.11%	98
2025 Q1	$561K	Hold	5,100	–	–	0.13%	93
2024 Q4	$643K	Hold	5,100	–	–	0.15%	86
2024 Q3	$695K	Hold	5,100	–	–	0.15%	85
2024 Q2	$698K	Hold	5,100	–	–	0.17%	80
2024 Q1	$758K	Hold	5,100	–	–	0.18%	77
2023 Q4	$802K	Hold	5,100	–	–	0.21%	73
2023 Q3	$795K	Hold	5,100	–	–	0.22%	71
2023 Q2	$914K	Hold	5,100	–	–	0.25%	70
2023 Q1	$989K	Hold	5,100	–	–	0.27%	66
2022 Q4	$887K	Hold	5,100	–	–	0.25%	67
2022 Q3	$824K	Hold	5,100	–	–	0.25%	74
2022 Q2	$931K	Hold	5,100	–	–	0.26%	73
2022 Q1	$1.09M	Hold	5,100	–	–	0.28%	66
2021 Q4	$1.09M	Hold	5,100	–	–	0.28%	69
2021 Q3	$929K	Hold	5,100	–	–	0.26%	71
2021 Q2	$1.06M	Hold	5,100	–	–	0.3%	66
2021 Q1	$867K	Hold	5,100	–	–	0.26%	70
2020 Q4	$859K	Hold	5,100	–	–	0.28%	66
2020 Q3	$850K	Hold	5,100	–	–	0.3%	65
2020 Q2	$567K	Hold	5,100	–	–	0.22%	80
2020 Q1	$476K	Hold	5,100	–	–	0.2%	88
2019 Q4	$597K	Hold	5,100	–	–	0.2%	83
2019 Q3	$611K	Hold	5,100	–	–	0.22%	84
2019 Q2	$527K	Hold	5,100	–	–	0.19%	89
2019 Q1	$570K	Hold	5,100	–	–	0.21%	86
2018 Q4	$497K	Hold	5,100	–	–	0.21%	86
2018 Q3	$595K	Hold	5,100	–	–	0.22%	82
2018 Q2	$542K	Hold	5,100	–	–	0.21%	87
2018 Q1	$534K	Hold	5,100	–	–	0.22%	84
2017 Q4	$608K	Hold	5,100	–	–	0.23%	77
2017 Q3	$612K	Hold	5,100	–	–	0.24%	80
2017 Q2	$564K	Hold	5,100	–	–	0.23%	83
2017 Q1	$547K	Hold	5,100	–	–	0.23%	79
2016 Q4	$585K	Hold	5,100	–	–	0.25%	77
2016 Q3	$558K	Hold	5,100	–	–	0.24%	82
2016 Q2	$549K	Hold	5,100	–	–	0.23%	83
2016 Q1	$538K	Hold	5,100	–	–	0.23%	81
2015 Q4	$491K	Hold	5,100	–	–	0.22%	86
2015 Q3	$503K	Buy	+5,100	New	+$504K	0.22%	85

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 $3.38T AUM 44.17% 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

AR Asset Management's UPS Position: Q2 2026 in Review

AR Asset Management increased its United Parcel Service (UPS) stake by 129% in Q2 2026, buying an estimated $686K and bringing the position to 11,700 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #67.

AR Asset Management first reported a position in UPS in Q3 2015 and has held it in 44 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

AR Asset Management held 11,700 shares of United Parcel Service worth $1.26M as of Q2 2026.
AR Asset Management bought 6,600 United Parcel Service shares in Q2 2026, an estimated $686K.
United Parcel Service made up 0.23% of AR Asset Management's portfolio in Q2 2026, its #67 holding.
AR Asset Management first reported a position in United Parcel Service in Q3 2015 and has held it in 44 quarters since.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on AR Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.