EI
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Ethic Inc’s United Parcel Service UPS Stock Holding History

Ethic Inc’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 		$1.5M Buy
13,993
+6,097
+77% +$634K 0.02% 596
2026
Q1 		$777K Buy
7,896
+381
+5% +$40.9K 0.01% 728
2025
Q4 		$745K Sell
7,515
-19,059
-72% -$1.78M 0.01% 724
2025
Q3 		$2.22M Sell
26,574
-6,544
-20% -$593K 0.04% 415
2025
Q2 		$3.35M Buy
33,118
+5,583
+20% +$549K 0.06% 316
2025
Q1 		$3.01M Buy
27,535
+1,170
+4% +$140K 0.06% 319
2024
Q4 		$3.32M Buy
26,365
+5,269
+25% +$693K 0.07% 294
2024
Q3 		$3.14M Buy
21,096
+1,161
+6% +$152K 0.08% 283
2024
Q2 		$2.73M Sell
19,935
-1,161
-6% -$166K 0.06% 305
2024
Q1 		$3.14M Sell
21,096
-2,815
-12% -$428K 0.08% 283
2023
Q4 		$3.76M Sell
23,911
-4,843
-17% -$732K 0.11% 215
2023
Q3 		$4.48M Buy
28,754
+4,526
+19% +$781K 0.16% 154
2023
Q2 		$4.34M Sell
24,228
-3,390
-12% -$602K 0.16% 151
2023
Q1 		$5.36M Buy
27,618
+17,869
+183% +$3.28M 0.22% 111
2022
Q4 		$1.69M Buy
9,749
+3,423
+54% +$593K 0.09% 275
2022
Q3 		$1.02M Buy
6,326
+467
+8% +$88.4K 0.07% 320
2022
Q2 		$1.07M Sell
5,859
-950
-14% -$173K 0.07% 306
2022
Q1 		$1.46M Sell
6,809
-12,468
-65% -$2.65M 0.1% 253
2021
Q4 		$4.13M Buy
19,277
+2,546
+15% +$518K 0.32% 71
2021
Q3 		$3.05M Buy
16,731
+2,688
+19% +$531K 0.31% 72
2021
Q2 		$2.92M Buy
14,043
+4,166
+42% +$834K 0.35% 59
2021
Q1 		$1.68M Buy
9,877
+4,119
+72% +$666K 0.3% 79
2020
Q4 		$970K Buy
5,758
+1,053
+22% +$178K 0.26% 97
2020
Q3 		$784K Buy
4,705
+2,055
+78% +$299K 0.3% 88
2020
Q2 		$295K Sell
2,650
-420
-14% -$41.9K 0.17% 169
2020
Q1 		$287K Buy
3,070
+543
+21% +$56.3K 0.24% 136
2019
Q4 		$296K Buy
+2,527
New +$299K 0.22% 158

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

Ethic Inc's UPS Position: Q2 2026 in Review

Ethic Inc increased its United Parcel Service (UPS) stake by 77% in Q2 2026, buying an estimated $634K and bringing the position to 13,993 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #596.

Ethic Inc first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.36M in Q1 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ethic Inc held 13,993 shares of United Parcel Service worth $1.5M as of Q2 2026.
  • Ethic Inc bought 6,097 United Parcel Service shares in Q2 2026, an estimated $634K.
  • United Parcel Service made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #596 holding.
  • Ethic Inc first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's United Parcel Service position peaked at $5.36M in Q1 2023.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.