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Edgemoor Investment Advisors’s United Parcel Service UPS Stock Holding History

Edgemoor Investment Advisors’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 		$3.68M Buy
34,251
+4,640
+16% +$482K 0.25% 62
2026
Q1 		$2.91M Buy
29,611
+3,436
+13% +$368K 0.23% 64
2025
Q4 		$2.6M Buy
26,175
+5,583
+27% +$522K 0.2% 65
2025
Q3 		$1.72M Buy
20,592
+14,477
+237% +$1.31M 0.13% 83
2025
Q2 		$617K Buy
+6,115
New +$602K 0.05% 112
2019
Q1 		– Sell
-47,727
Closed -$4.66M – 142
2018
Q4 		$4.66M Sell
47,727
-32,453
-40% -$3.52M 0.69% 42
2018
Q3 		$9.36M Sell
80,180
-1,814
-2% -$213K 1.16% 31
2018
Q2 		$8.71M Sell
81,994
-1,136
-1% -$128K 1.16% 30
2018
Q1 		$8.7M Buy
83,130
+50
+0.1% +$5.78K 1.16% 34
2017
Q4 		$11M Sell
83,080
-2,580
-3% -$303K 1.39% 25
2017
Q3 		$10.3M Sell
85,660
-1,298
-1% -$148K 1.39% 27
2017
Q2 		$9.61M Sell
86,958
-1,344
-2% -$144K 1.31% 29
2017
Q1 		$9.47M Sell
88,302
-2,865
-3% -$313K 1.35% 31
2016
Q4 		$10.5M Sell
91,167
-1,354
-1% -$153K 1.59% 23
2016
Q3 		$10.1M Sell
92,521
-575
-0.6% -$62.8K 1.56% 20
2016
Q2 		$10M Sell
93,096
-960
-1% -$99.9K 1.58% 17
2016
Q1 		$9.92M Sell
94,056
-3,224
-3% -$313K 1.55% 19
2015
Q4 		$9.36M Sell
97,280
-2,154
-2% -$220K 1.41% 20
2015
Q3 		$9.81M Sell
99,434
-1,036
-1% -$102K 1.49% 23
2015
Q2 		$9.74M Sell
100,470
-4,396
-4% -$437K 1.42% 21
2015
Q1 		$10.2M Sell
104,866
-2,751
-3% -$282K 1.44% 24
2014
Q4 		$12M Sell
107,617
-740
-0.7% -$78.1K 1.76% 20
2014
Q3 		$10.6M Sell
108,357
-796
-0.7% -$79.1K 1.56% 22
2014
Q2 		$11.2M Sell
109,153
-2,577
-2% -$259K 1.65% 23
2014
Q1 		$10.9M Sell
111,730
-222
-0.2% -$21.6K 1.72% 19
2013
Q4 		$11.8M Sell
111,952
-722
-0.6% -$71.1K 1.86% 14
2013
Q3 		$10.3M Sell
112,674
-1,730
-2% -$152K 1.8% 19
2013
Q2 		$9.89M Buy
+114,404
New +$9.81M 1.75% 20

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

Edgemoor Investment Advisors's UPS Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its United Parcel Service (UPS) stake by 16% in Q2 2026, buying an estimated $482K and bringing the position to 34,251 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #62.

Edgemoor Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 28 quarters since. The position peaked at $12M in Q4 2014. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Edgemoor Investment Advisors held 34,251 shares of United Parcel Service worth $3.68M as of Q2 2026.
  • Edgemoor Investment Advisors bought 4,640 United Parcel Service shares in Q2 2026, an estimated $482K.
  • United Parcel Service made up 0.25% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Edgemoor Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 28 quarters since.
  • Edgemoor Investment Advisors's United Parcel Service position peaked at $12M in Q4 2014.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.