Bank of Montreal’s United Parcel Service UPS Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-20,000	Closed	-$1.98M	–	4033
2025 Q4	$1.98M	Hold	20,000	–	–	﹤0.01%	1651
2025 Q3	$1.67M	Hold	20,000	–	–	﹤0.01%	1733
2025 Q2	$2.02M	Buy	+20,000	New	+$1.97M	﹤0.01%	1581
2021 Q4	–	Sell	-71,000	Closed	-$13.9M	–	3893
2021 Q3	$13.9M	Buy	+71,000	New	+$14M	0.01%	1122
2021 Q1	–	Sell	-40,000	Closed	-$6.47M	–	5358
2020 Q4	$6.47M	Buy	+40,000	New	+$6.75M	﹤0.01%	1248
2020 Q2	–	Sell	-56,000	Closed	-$5.21M	–	4843
2020 Q1	$5.21M	Sell	56,000 -60,000	-52%	-$6.22M	0.01%	965
2019 Q4	$13.6M	Buy	116,000 +60,000	+107%	+$7.1M	0.01%	837
2019 Q3	$6.71M	Buy	+56,000	New	+$6.4M	0.01%	1048
2014 Q2	–	Sell	-33,000	Closed	-$3.21M	–	4834
2014 Q1	$3.21M	Buy	33,000 +20,000	+154%	+$1.95M	﹤0.01%	1112
2013 Q4	$1.37M	Hold	13,000	–	–	﹤0.01%	1337
2013 Q3	$1.19M	Buy	+13,000	New	+$1.14M	﹤0.01%	1381

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

Bank of Montreal's UPS Position: Q2 2026 in Review

Bank of Montreal increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $8.3M and bringing the position to 808,821 shares worth $86.9M. The position accounts for 0.03% of the portfolio, ranked #426.

Bank of Montreal first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $241M in Q2 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Bank of Montreal held 808,821 shares of United Parcel Service worth $86.9M as of Q2 2026.
Bank of Montreal bought 79,845 United Parcel Service shares in Q2 2026, an estimated $8.3M.
United Parcel Service made up 0.03% of Bank of Montreal's portfolio in Q2 2026, its #426 holding.
Bank of Montreal first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's United Parcel Service position peaked at $241M in Q2 2024.
2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.