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Fidelis Capital Partners’s United Parcel Service UPS Stock Holding History

Fidelis Capital Partners’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 		$256K Buy
+2,379
New +$247K 0.01% 465
2025
Q4 		– Sell
-3,434
Closed -$287K – 522
2025
Q3 		$287K Buy
3,434
+908
+36% +$82.2K 0.02% 398
2025
Q2 		$218K Sell
2,526
-150
-6% -$14.8K 0.02% 407
2025
Q1 		$262K Sell
2,676
-852
-24% -$102K 0.03% 346
2024
Q4 		$393K Buy
3,528
+657
+23% +$86.5K 0.04% 292
2024
Q3 		$377K Buy
2,871
+646
+29% +$84.8K 0.04% 281
2024
Q2 		$274K Sell
2,225
-581
-21% -$83.2K 0.04% 300
2024
Q1 		$417K Buy
2,806
+383
+16% +$58.2K 0.06% 234
2023
Q4 		$381K Buy
2,423
+272
+13% +$41.1K 0.08% 206
2023
Q3 		$335K Buy
2,151
+200
+10% +$34.5K 0.11% 180
2023
Q2 		$350K Sell
1,951
-123
-6% -$21.8K 0.13% 168
2023
Q1 		$364K Buy
+2,074
New +$380K 0.15% 151

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

Fidelis Capital Partners's UPS Position: Q2 2026 in Review

Fidelis Capital Partners opened a new position in United Parcel Service (UPS) in Q2 2026: 2,379 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Fidelis Capital Partners previously reported a position in UPS as recently as Q3 2025.

Fidelis Capital Partners first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. The position peaked at $417K in Q1 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fidelis Capital Partners held 2,379 shares of United Parcel Service worth $256K as of Q2 2026.
  • United Parcel Service was a new Fidelis Capital Partners position in Q2 2026.
  • United Parcel Service made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #465 holding.
  • Fidelis Capital Partners first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
  • Fidelis Capital Partners's United Parcel Service position peaked at $417K in Q1 2024.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.