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

BluePath 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 Q2	$1.15M	Buy	10,733 +197	+2%	+$20.5K	0.63%	62
2026 Q1	$1.04M	Sell	10,536 -19	-0.2%	-$2.04K	0.72%	61
2025 Q4	$1.05M	Buy	10,555 +1,661	+19%	+$155K	0.71%	61
2025 Q3	$743K	Buy	8,894 +2,703	+44%	+$245K	0.54%	70
2025 Q2	$625K	Buy	+6,191	New	+$609K	0.55%	67
2025 Q1	–	Sell	-2,721	Closed	-$340K	–	109
2024 Q4	$340K	Buy	+2,721	New	+$358K	0.18%	85
2024 Q2	–	Sell	-3,837	Closed	-$570K	–	123
2024 Q1	$570K	Buy	3,837 +834	+28%	+$127K	0.43%	53
2023 Q4	$484K	Buy	3,003 +712	+31%	+$108K	0.41%	57
2023 Q3	$357K	Buy	+2,291	New	+$395K	0.33%	63

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

BluePath Capital Management increased its United Parcel Service (UPS) stake by 1.9% in Q2 2026, buying an estimated $20.5K and bringing the position to 10,733 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #62.

BluePath Capital Management first reported a position in UPS in Q3 2023 and has held it in 9 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

BluePath Capital Management held 10,733 shares of United Parcel Service worth $1.15M as of Q2 2026.
BluePath Capital Management bought 197 United Parcel Service shares in Q2 2026, an estimated $20.5K.
United Parcel Service made up 0.63% of BluePath Capital Management's portfolio in Q2 2026, its #62 holding.
BluePath Capital Management first reported a position in United Parcel Service in Q3 2023 and has held it in 9 quarters since.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.