FFM
UPS icon

Fisher Funds Management’s United Parcel Service UPS Stock Holding History

Fisher Funds Management’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 		$3.36M Hold
31,258
– – 0.1% 136
2026
Q1 		$3.08M Hold
31,258
– – 0.09% 138
2025
Q4 		$3.11M Hold
31,258
– – 0.08% 133
2025
Q3 		$2.61M Hold
31,258
– – 0.07% 138
2025
Q2 		$3.16M Sell
31,258
-3,473
-10% -$342K 0.07% 137
2025
Q1 		$3.82M Hold
34,731
– – 0.09% 133
2024
Q4 		$4.37M Buy
+34,731
New +$4.57M 0.11% 126

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fisher Funds Management's UPS Position: Q2 2026 in Review

Fisher Funds Management held its United Parcel Service (UPS) position steady in Q2 2026 at 31,258 shares worth $3.36M. The position accounts for 0.1% of the portfolio, ranked #136.

Fisher Funds Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.37M in Q4 2024. 893 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fisher Funds Management held 31,258 shares of United Parcel Service worth $3.36M as of Q2 2026.
  • Fisher Funds Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.1% of Fisher Funds Management's portfolio in Q2 2026, its #136 holding.
  • Fisher Funds Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Fisher Funds Management's United Parcel Service position peaked at $4.37M in Q4 2024.
  • 893 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.