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Baker Avenue Asset Management’s United Parcel Service UPS Stock Holding History

Baker Avenue 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
2023
Q3 		– Sell
-8,000
Closed -$1.43K – 1744
2023
Q2 		$1.43K Buy
+8,000
New +$1.42M ﹤0.01% 1066

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

Baker Avenue Asset Management's UPS Position: Q2 2026 in Review

Baker Avenue Asset Management increased its United Parcel Service (UPS) stake by 1.5% in Q2 2026, buying an estimated $48.2K and bringing the position to 32,142 shares worth $3.46M. The position accounts for 0.07% of the portfolio, ranked #181.

Baker Avenue Asset Management first reported a position in UPS in Q2 2015 and has held it in 40 quarters since. The position peaked at $32.5M in Q4 2021. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Baker Avenue Asset Management held 32,142 shares of United Parcel Service worth $3.46M as of Q2 2026.
  • Baker Avenue Asset Management bought 464 United Parcel Service shares in Q2 2026, an estimated $48.2K.
  • United Parcel Service made up 0.07% of Baker Avenue Asset Management's portfolio in Q2 2026, its #181 holding.
  • Baker Avenue Asset Management first reported a position in United Parcel Service in Q2 2015 and has held it in 40 quarters since.
  • Baker Avenue Asset Management's United Parcel Service position peaked at $32.5M in Q4 2021.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.