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Bluefin Capital Management’s United Parcel Service UPS Stock Holding History

Bluefin Capital 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
Q1 		– Hold
0
– -$101 – 232
2025
Q4 		– Hold
0
– – – 185
2024
Q2 		– Sell
-35,800
Closed -$8.41K – 157
2024
Q1 		$8.41K Buy
35,800
+16,100
+82% +$2.45M ﹤0.01% 120
2023
Q4 		$788 Sell
19,700
-32,800
-62% -$4.96M ﹤0.01% 236
2023
Q3 		$1.84K Buy
+52,500
New +$9.06M ﹤0.01% 175

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

Bluefin Capital Management's UPS Position: Q2 2026 in Review

Bluefin Capital Management opened a new position in United Parcel Service (UPS) in Q2 2026: 8,600 shares worth $925K. The stake represents 0.23% of the portfolio and ranks #41 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in UPS as recently as Q4 2025.

Bluefin Capital Management first reported a position in UPS in Q1 2014 and has held it in 19 quarters since. The position peaked at $3.32M in Q2 2018. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bluefin Capital Management held 8,600 shares of United Parcel Service worth $925K as of Q2 2026.
  • United Parcel Service was a new Bluefin Capital Management position in Q2 2026.
  • United Parcel Service made up 0.23% of Bluefin Capital Management's portfolio in Q2 2026, its #41 holding.
  • Bluefin Capital Management first reported a position in United Parcel Service in Q1 2014 and has held it in 19 quarters since.
  • Bluefin Capital Management's United Parcel Service position peaked at $3.32M in Q2 2018.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bluefin Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.