Diamant Asset Management’s United Parcel Service UPS Stock Holding History

Diamant 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
2026 Q2	$393K	Hold	3,660	–	–	0.27%	63
2026 Q1	$360K	Buy	3,660 +600	+20%	+$64.3K	0.26%	59
2025 Q4	$304K	Hold	3,060	–	–	0.22%	66
2025 Q3	$256K	Hold	3,060	–	–	0.19%	67
2025 Q2	$309K	Hold	3,060	–	–	0.24%	65
2025 Q1	$337K	Sell	3,060 -1,000	-25%	-$120K	0.26%	61
2024 Q4	$512K	Hold	4,060	–	–	0.33%	49
2024 Q3	$554K	Buy	4,060 +110	+3%	+$14.4K	0.35%	51
2024 Q2	$541K	Buy	3,950 +65	+2%	+$9.31K	0.36%	49
2024 Q1	$577K	Sell	3,885 -91	-2%	-$13.8K	0.4%	49
2023 Q4	$625K	Hold	3,976	–	–	0.46%	43
2023 Q3	$620K	Buy	3,976 +135	+4%	+$23.3K	0.51%	39
2023 Q2	$688K	Hold	3,841	–	–	0.53%	33
2023 Q1	$745K	Hold	3,841	–	–	0.61%	33
2022 Q4	$668K	Buy	3,841 +91	+2%	+$15.8K	0.6%	35
2022 Q3	$606K	Hold	3,750	–	–	0.59%	34
2022 Q2	$685K	Hold	3,750	–	–	0.62%	34
2022 Q1	$804K	Sell	3,750 -225	-6%	-$47.8K	0.62%	36
2021 Q4	$852K	Hold	3,975	–	–	0.62%	35
2021 Q3	$724K	Buy	+3,975	New	+$785K	0.6%	38
2021 Q1	$676K	Hold	3,975	–	–	0.59%	38
2020 Q4	$669K	Hold	3,975	–	–	0.6%	34
2020 Q3	$662K	Hold	3,975	–	–	0.64%	33
2020 Q2	$442K	Buy	3,975 +1,750	+79%	+$175K	0.47%	46
2020 Q1	$208K	Hold	2,225	–	–	0.27%	62
2019 Q4	$260K	Hold	2,225	–	–	0.24%	63
2019 Q3	$267K	Sell	2,225 -225	-9%	-$25.7K	0.27%	62
2019 Q2	$253K	Hold	2,450	–	–	0.25%	63
2019 Q1	$274K	Hold	2,450	–	–	0.28%	64
2018 Q4	$239K	Hold	2,450	–	–	0.27%	68
2018 Q3	$286K	Hold	2,450	–	–	0.27%	67
2018 Q2	$260K	Hold	2,450	–	–	0.25%	70
2018 Q1	$256K	Buy	+2,450	New	+$283K	0.25%	70

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 $3.37T AUM 44.26% 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

Diamant Asset Management's UPS Position: Q2 2026 in Review

Diamant Asset Management held its United Parcel Service (UPS) position steady in Q2 2026 at 3,660 shares worth $393K. The position accounts for 0.27% of the portfolio, ranked #63.

Diamant Asset Management first reported a position in UPS in Q1 2018 and has held it in 33 quarters since. The position peaked at $852K in Q4 2021. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Diamant Asset Management held 3,660 shares of United Parcel Service worth $393K as of Q2 2026.
Diamant Asset Management left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.27% of Diamant Asset Management's portfolio in Q2 2026, its #63 holding.
Diamant Asset Management first reported a position in United Parcel Service in Q1 2018 and has held it in 33 quarters since.
Diamant Asset Management's United Parcel Service position peaked at $852K in Q4 2021.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Diamant Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.