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UPS icon

Covestor’s United Parcel Service UPS Stock Holding History

Covestor’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 		$133K Buy
1,243
+388
+45% +$40.3K 0.08% 237
2026
Q1 		$84K Sell
855
-1,774
-67% -$190K 0.06% 380
2025
Q4 		$261K Buy
2,629
+682
+35% +$63.8K 0.14% 136
2025
Q3 		$163K Buy
1,947
+537
+38% +$48.6K 0.09% 301
2025
Q2 		$142K Buy
1,410
+434
+44% +$42.7K 0.08% 347
2025
Q1 		$107K Buy
976
+97
+11% +$11.6K 0.07% 446
2024
Q4 		$111K Sell
879
-145
-14% -$19.1K 0.07% 466
2024
Q3 		$140K Sell
1,024
-44
-4% -$5.78K 0.09% 347
2024
Q2 		$146K Sell
1,068
-51
-5% -$7.3K 0.09% 292
2024
Q1 		$166K Buy
1,119
+137
+14% +$20.8K 0.11% 238
2023
Q4 		$154K Buy
982
+78
+9% +$11.8K 0.11% 250
2023
Q3 		$141K Buy
904
+96
+12% +$16.6K 0.11% 249
2023
Q2 		$145K Sell
808
-47
-5% -$8.35K 0.11% 251
2023
Q1 		$166K Buy
855
+22
+3% +$4.04K 0.14% 169
2022
Q4 		$145K Buy
833
+53
+7% +$9.18K 0.12% 234
2022
Q3 		$126K Sell
780
-781
-50% -$148K 0.11% 246
2022
Q2 		$285K Buy
1,561
+359
+30% +$65.5K 0.23% 56
2022
Q1 		$258K Buy
1,202
+676
+129% +$144K 0.17% 85
2021
Q4 		$113K Buy
+526
New +$107K 0.16% 124

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

Covestor's UPS Position: Q2 2026 in Review

Covestor increased its United Parcel Service (UPS) stake by 45% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,243 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #237.

Covestor first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $285K in Q2 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Covestor held 1,243 shares of United Parcel Service worth $133K as of Q2 2026.
  • Covestor bought 388 United Parcel Service shares in Q2 2026, an estimated $40.3K.
  • United Parcel Service made up 0.08% of Covestor's portfolio in Q2 2026, its #237 holding.
  • Covestor first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Covestor's United Parcel Service position peaked at $285K in Q2 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.