EF
UPS icon

Empowered Funds’s United Parcel Service UPS Stock Holding History

Empowered Funds’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 		$22M Sell
204,832
-7,976
-4% -$829K 0.12% 175
2026
Q1 		$20.9M Buy
+212,808
New +$22.8M 0.13% 147
2025
Q4 		– Sell
-182,845
Closed -$15.3M – 1863
2025
Q3 		$15.3M Buy
182,845
+80,419
+79% +$7.28M 0.15% 130
2025
Q2 		$10.3M Sell
102,426
-47,955
-32% -$4.72M 0.12% 189
2025
Q1 		$16.5M Buy
150,381
+20,698
+16% +$2.47M 0.24% 75
2024
Q4 		$16.4M Buy
129,683
+54,182
+72% +$7.13M 0.24% 68
2024
Q3 		$10.3M Sell
75,501
-38,552
-34% -$5.06M 0.16% 138
2024
Q2 		$15.6M Buy
114,053
+44,290
+63% +$6.34M 0.27% 57
2024
Q1 		$10.4M Buy
69,763
+27,894
+67% +$4.24M 0.19% 112
2023
Q4 		$6.58M Buy
41,869
+4,257
+11% +$644K 0.17% 158
2023
Q3 		$5.86M Buy
37,612
+3,554
+10% +$613K 0.17% 133
2023
Q2 		$6.1M Buy
34,058
+5,494
+19% +$975K 0.21% 95
2023
Q1 		$5.54M Buy
+28,564
New +$5.24M 0.33% 73

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

Empowered Funds's UPS Position: Q2 2026 in Review

Empowered Funds reduced its United Parcel Service (UPS) stake by 3.7% in Q2 2026, selling an estimated $829K and leaving 204,832 shares worth $22M. The position accounts for 0.12% of the portfolio, ranked #175.

Empowered Funds first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Empowered Funds held 204,832 shares of United Parcel Service worth $22M as of Q2 2026.
  • Empowered Funds sold 7,976 United Parcel Service shares in Q2 2026, an estimated $829K.
  • United Parcel Service made up 0.12% of Empowered Funds's portfolio in Q2 2026, its #175 holding.
  • Empowered Funds first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.