Fulcrum Asset Management’s United Parcel Service UPS Stock Holding History

Fulcrum Asset 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	$806K	Buy	+7,458	New	+$775K	0.08%	237
2022 Q1	–	Hold	0	–	–	–	56
2021 Q4	–	Hold	0	–	–	–	24
2021 Q3	–	Hold	0	–	–	–	24
2021 Q2	–	Hold	0	–	–	–	27
2021 Q1	–	Hold	0	–	–	–	23

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Asset Management's UPS Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in United Parcel Service (UPS) in Q2 2026: 7,458 shares worth $806K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings.

2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fulcrum Asset Management held 7,458 shares of United Parcel Service worth $806K as of Q2 2026.
United Parcel Service was a new Fulcrum Asset Management position in Q2 2026.
United Parcel Service made up 0.08% of Fulcrum Asset Management's portfolio in Q2 2026, its #237 holding.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.