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Harbour Investments’s United Parcel Service UPS Stock Holding History

Harbour Investments’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 		$2M Sell
18,597
-4,947
-21% -$514K 0.03% 545
2026
Q1 		$2.32M Buy
23,544
+12,274
+109% +$1.32M 0.04% 453
2025
Q4 		$1.12M Sell
11,270
-510
-4% -$47.7K 0.02% 570
2025
Q3 		$984K Sell
11,780
-173
-1% -$15.7K 0.02% 575
2025
Q2 		$1.21M Buy
11,953
+85
+0.7% +$8.36K 0.03% 467
2025
Q1 		$1.31M Sell
11,868
-639
-5% -$76.4K 0.04% 411
2024
Q4 		$1.58M Buy
12,507
+517
+4% +$68K 0.05% 348
2024
Q3 		$1.63M Buy
11,990
+673
+6% +$88.4K 0.05% 322
2024
Q2 		$1.55M Buy
11,317
+1,034
+10% +$148K 0.05% 307
2024
Q1 		$1.53M Buy
10,283
+86
+0.8% +$13.1K 0.05% 317
2023
Q4 		$1.6M Buy
10,197
+5,222
+105% +$790K 0.07% 271
2023
Q3 		$776K Sell
4,975
-254
-5% -$43.8K 0.04% 385
2023
Q2 		$937K Sell
5,229
-101
-2% -$17.9K 0.05% 353
2023
Q1 		$1.03M Buy
5,330
+110
+2% +$20.2K 0.06% 314
2022
Q4 		$907K Buy
5,220
+555
+12% +$96.1K 0.06% 318
2022
Q3 		$852K Hold
4,665
– – 0.06% 315
2022
Q2 		$852K Buy
+4,665
New +$851K 0.06% 315
2021
Q4 		$964K Sell
4,496
-9,842
-69% -$2M 0.06% 308
2021
Q3 		$2.61M Sell
14,338
-667
-4% -$132K 0.08% 215
2021
Q2 		$3.12M Buy
15,005
+1,850
+14% +$370K 0.1% 195
2021
Q1 		$2.24M Buy
+13,155
New +$2.13M 0.08% 230

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 $3.38T AUM 44.17% 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

Harbour Investments's UPS Position: Q2 2026 in Review

Harbour Investments reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $514K and leaving 18,597 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #545.

Harbour Investments first reported a position in UPS in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.12M in Q2 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harbour Investments held 18,597 shares of United Parcel Service worth $2M as of Q2 2026.
  • Harbour Investments sold 4,947 United Parcel Service shares in Q2 2026, an estimated $514K.
  • United Parcel Service made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #545 holding.
  • Harbour Investments first reported a position in United Parcel Service in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's United Parcel Service position peaked at $3.12M in Q2 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.