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Gallagher Fiduciary Advisors’s United Parcel Service UPS Stock Holding History

Gallagher Fiduciary Advisors’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 		$459K Buy
4,265
+232
+6% +$24.1K 0.02% 205
2026
Q1 		$397K Sell
4,033
-1,225
-23% -$131K 0.02% 204
2025
Q4 		$522K Sell
5,258
-306
-5% -$28.6K 0.02% 173
2025
Q3 		$465K Sell
5,564
-2,273
-29% -$206K 0.02% 175
2025
Q2 		$791K Buy
7,837
+688
+10% +$67.7K 0.03% 106
2025
Q1 		$786K Buy
7,149
+193
+3% +$23.1K 0.03% 110
2024
Q4 		$877K Buy
6,956
+2,006
+41% +$264K 0.17% 65
2024
Q3 		$675K Buy
4,950
+11
+0.2% +$1.44K 0.14% 87
2024
Q2 		$676K Buy
4,939
+623
+14% +$89.2K 0.15% 80
2024
Q1 		$642K Sell
4,316
-13
-0.3% -$1.98K 0.02% 94
2023
Q4 		$681K Buy
4,329
+311
+8% +$47K 0.02% 85
2023
Q3 		$626K Sell
4,018
-44
-1% -$7.59K 0.06% 79
2023
Q2 		$729K Sell
4,062
-157
-4% -$27.9K 0.06% 83
2023
Q1 		$819K Buy
+4,219
New +$774K 0.07% 81

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

Gallagher Fiduciary Advisors's UPS Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its United Parcel Service (UPS) stake by 5.8% in Q2 2026, buying an estimated $24.1K and bringing the position to 4,265 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #205.

Gallagher Fiduciary Advisors first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. The position peaked at $877K in Q4 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Gallagher Fiduciary Advisors held 4,265 shares of United Parcel Service worth $459K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 232 United Parcel Service shares in Q2 2026, an estimated $24.1K.
  • United Parcel Service made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #205 holding.
  • Gallagher Fiduciary Advisors first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's United Parcel Service position peaked at $877K in Q4 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.