GKIM
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GW&K Investment Management’s United Parcel Service UPS Stock Holding History

GW&K Investment 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 		$50K Sell
466
-3
-0.6% -$312 ﹤0.01% 593
2026
Q1 		$46K Buy
469
+3
+0.6% +$322 ﹤0.01% 580
2025
Q4 		$46K Buy
466
+76
+19% +$7.11K ﹤0.01% 573
2025
Q3 		$33K Buy
390
+25
+7% +$2.26K ﹤0.01% 623
2025
Q2 		$37K Buy
365
+26
+8% +$2.56K ﹤0.01% 562
2025
Q1 		$37K Buy
339
+54
+19% +$6.46K ﹤0.01% 534
2024
Q4 		$36K Buy
285
+25
+10% +$3.29K ﹤0.01% 519
2024
Q3 		$35K Buy
260
+22
+9% +$2.89K ﹤0.01% 503
2024
Q2 		$33K Sell
238
-6
-2% -$859 ﹤0.01% 488
2024
Q1 		$36K Hold
244
– – ﹤0.01% 457
2023
Q4 		$38K Buy
244
+45
+23% +$6.8K ﹤0.01% 436
2023
Q3 		$31K Sell
199
-36
-15% -$6.21K ﹤0.01% 437
2023
Q2 		$42K Buy
+235
New +$41.7K ﹤0.01% 398
2022
Q3 		– Sell
-90
Closed -$16K – 797
2022
Q2 		$16K Buy
90
+31
+53% +$5.65K ﹤0.01% 430
2022
Q1 		$13K Buy
+59
New +$12.5K ﹤0.01% 420
2017
Q4 		– Sell
-258,048
Closed -$31M – 274
2017
Q3 		$31M Sell
258,048
-2,308
-0.9% -$262K 0.52% 82
2017
Q2 		$28.8M Buy
260,356
+6,486
+3% +$693K 0.5% 89
2017
Q1 		$27.2M Buy
253,870
+10,883
+4% +$1.19M 0.51% 86
2016
Q4 		$27.9M Buy
242,987
+14,015
+6% +$1.58M 0.54% 76
2016
Q3 		$25M Buy
228,972
+14,019
+7% +$1.53M 0.47% 91
2016
Q2 		$23.2M Buy
214,953
+13,766
+7% +$1.43M 0.48% 93
2016
Q1 		$21.2M Buy
201,187
+11,614
+6% +$1.13M 0.47% 95
2015
Q4 		$18.2M Buy
189,573
+33,172
+21% +$3.39M 0.43% 101
2015
Q3 		$15.4M Buy
+156,401
New +$15.4M 0.37% 112

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

GW&K Investment Management's UPS Position: Q2 2026 in Review

GW&K Investment Management reduced its United Parcel Service (UPS) stake by 0.64% in Q2 2026, selling an estimated $312 and leaving 466 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

GW&K Investment Management first reported a position in UPS in Q3 2015 and has held it in 24 quarters since. The position peaked at $31M in Q3 2017. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GW&K Investment Management held 466 shares of United Parcel Service worth $50K as of Q2 2026.
  • GW&K Investment Management sold 3 United Parcel Service shares in Q2 2026, an estimated $312.
  • United Parcel Service made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #593 holding.
  • GW&K Investment Management first reported a position in United Parcel Service in Q3 2015 and has held it in 24 quarters since.
  • GW&K Investment Management's United Parcel Service position peaked at $31M in Q3 2017.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.