Dmitry Balyasny’s United Parcel Service UPS Stock Holding History

Dmitry Balyasny’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	$14.3M	Buy	133,200 +120,300	+933%	+$12.5M	0.02%	895
2026 Q1	$1.27M	Buy	12,900 +9,000	+231%	+$965K	﹤0.01%	1978
2025 Q4	$387K	Buy	+3,900	New	+$365K	﹤0.01%	2636
2025 Q1	–	Sell	-11,900	Closed	-$1.5M	–	3305
2024 Q4	$1.5M	Buy	11,900 +7,300	+159%	+$961K	﹤0.01%	1776
2024 Q3	$627K	Sell	4,600 -27,000	-85%	-$3.54M	﹤0.01%	2172
2024 Q2	$4.32M	Buy	31,600 +30,200	+2,157%	+$4.32M	0.01%	1236
2024 Q1	$208K	Sell	1,400 -4,100	-75%	-$623K	﹤0.01%	2387
2023 Q4	$865K	Buy	+5,500	New	+$832K	﹤0.01%	1742

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

Dmitry Balyasny's UPS Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in United Parcel Service (UPS) in Q2 2026: 24,952 shares worth $2.68M. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in UPS as recently as Q4 2025.

Dmitry Balyasny first reported a position in UPS in Q3 2015 and has held it in 31 quarters since. The position peaked at $170M in Q3 2015. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Dmitry Balyasny held 24,952 shares of United Parcel Service worth $2.68M as of Q2 2026.
United Parcel Service was a new Dmitry Balyasny position in Q2 2026.
United Parcel Service made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1671 holding.
Dmitry Balyasny first reported a position in United Parcel Service in Q3 2015 and has held it in 31 quarters since.
Dmitry Balyasny's United Parcel Service position peaked at $170M in Q3 2015.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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