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Durante & Waters’s United Parcel Service UPS Stock Holding History

Durante & Waters’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 		$403K Sell
3,746
-18
-0.5% -$1.87K 0.26% 29
2026
Q1 		$370K Buy
3,764
+2
+0.1% +$214 0.27% 29
2025
Q4 		$373K Buy
3,762
+1
+0% +$94 0.26% 29
2025
Q3 		$314K Buy
3,761
+2
+0.1% +$181 0.23% 29
2025
Q2 		$379K Buy
3,759
+1
+0% +$98 0.3% 28
2025
Q1 		$413K Buy
3,758
+2
+0.1% +$239 0.35% 25
2024
Q4 		$474K Buy
3,756
+1
+0% +$132 0.39% 22
2024
Q3 		$512K Buy
3,755
+1
+0% +$131 0.43% 22
2024
Q2 		$514K Buy
3,754
+20
+0.5% +$2.86K 0.46% 22
2024
Q1 		$555K Buy
3,734
+1
+0% +$152 0.51% 19
2023
Q4 		$587K Buy
+3,733
New +$564K 0.57% 19

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

Durante & Waters's UPS Position: Q2 2026 in Review

Durante & Waters reduced its United Parcel Service (UPS) stake by 0.48% in Q2 2026, selling an estimated $1.87K and leaving 3,746 shares worth $403K. The position accounts for 0.26% of the portfolio, ranked #29.

Durante & Waters first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $587K in Q4 2023. 2,124 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Durante & Waters held 3,746 shares of United Parcel Service worth $403K as of Q2 2026.
  • Durante & Waters sold 18 United Parcel Service shares in Q2 2026, an estimated $1.87K.
  • United Parcel Service made up 0.26% of Durante & Waters's portfolio in Q2 2026, its #29 holding.
  • Durante & Waters first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Durante & Waters's United Parcel Service position peaked at $587K in Q4 2023.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.