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

AssuredPartners 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	$718K	Buy	6,682 +372	+6%	+$38.7K	0.07%	222
2026 Q1	$613K	Sell	6,310 -1,624	-20%	-$174K	0.07%	224
2025 Q4	$787K	Buy	7,934 +4,864	+158%	+$455K	0.12%	165
2025 Q3	$256K	Buy	+3,070	New	+$278K	0.06%	225
2025 Q2	–	Sell	-5,589	Closed	-$615K	–	325
2025 Q1	$615K	Sell	5,589 -393	-7%	-$47K	0.12%	175
2024 Q4	$754K	Buy	+5,982	New	+$787K	0.15%	146

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

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

AssuredPartners Investment Advisors increased its United Parcel Service (UPS) stake by 5.9% in Q2 2026, buying an estimated $38.7K and bringing the position to 6,682 shares worth $718K. The position accounts for 0.07% of the portfolio, ranked #222.

AssuredPartners Investment Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

AssuredPartners Investment Advisors held 6,682 shares of United Parcel Service worth $718K as of Q2 2026.
AssuredPartners Investment Advisors bought 372 United Parcel Service shares in Q2 2026, an estimated $38.7K.
United Parcel Service made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #222 holding.
AssuredPartners Investment Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's United Parcel Service position peaked at $787K in Q4 2025.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.