HIIFS
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Harel Insurance Investments & Financial Services’s United Parcel Service UPS Stock Holding History

Harel Insurance Investments & Financial Services’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 		$97K Hold
900
– – ﹤0.01% 407
2026
Q1 		$89K Buy
+900
New +$96.5K ﹤0.01% 385
2025
Q2 		– Sell
-1,606
Closed -$177K – 504
2025
Q1 		$177K Sell
1,606
-404
-20% -$48.3K ﹤0.01% 277
2024
Q4 		$253K Sell
2,010
-569
-22% -$74.9K ﹤0.01% 196
2024
Q3 		$352K Buy
2,579
+90
+4% +$11.8K 0.01% 188
2024
Q2 		$341K Sell
2,489
-358
-13% -$51.3K 0.01% 203
2024
Q1 		$423K Buy
2,847
+109
+4% +$16.6K 0.01% 183
2023
Q4 		$430K Buy
2,738
+986
+56% +$149K 0.01% 207
2023
Q3 		$273K Sell
1,752
-1,520
-46% -$262K 0.01% 252
2023
Q2 		$582K Sell
3,272
-74,658
-96% -$13.3M 0.01% 197
2023
Q1 		$15.1M Buy
77,930
+227
+0.3% +$41.6K 0.31% 54
2022
Q4 		$13.5M Sell
77,703
-250
-0.3% -$43.3K 0.3% 53
2022
Q3 		$12.6M Sell
77,953
-9,130
-10% -$1.73M 0.31% 65
2022
Q2 		$15.9M Buy
87,083
+6,825
+9% +$1.24M 0.33% 58
2022
Q1 		$17.2M Buy
80,258
+73,858
+1,154% +$15.7M 0.28% 69
2021
Q4 		$1.37M Buy
6,400
+2,175
+51% +$442K 0.03% 152
2021
Q3 		$770K Sell
4,225
-6,148
-59% -$1.21M 0.02% 177
2021
Q2 		$5.29M Sell
10,373
-15
-0.1% -$3K 0.12% 85
2021
Q1 		$5.89M Buy
10,388
+8,132
+360% +$1.32M 0.11% 109
2020
Q4 		$1.22M Sell
2,256
-176
-7% -$29.7K 0.03% 259
2020
Q3 		$405K Buy
+2,432
New +$354K 0.01% 225
2019
Q4 		– Sell
-187
Closed -$22K – 561
2019
Q3 		$22K Buy
+187
New +$21.4K ﹤0.01% 385
2018
Q4 		– Sell
-2,000
Closed -$234K – 528
2018
Q3 		$234K Hold
2,000
– – 0.01% 188
2018
Q2 		$212K Hold
2,000
– – 0.01% 184
2018
Q1 		$209K Buy
2,000
+1,000
+100% +$116K 0.01% 202
2017
Q4 		$119K Hold
1,000
– – 0.01% 255
2017
Q3 		$120K Buy
+1,000
New +$114K 0.01% 223
2016
Q3 		– Sell
-640
Closed -$69K – 663
2016
Q2 		$69K Buy
+640
New +$66.6K 0.01% 297

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

Harel Insurance Investments & Financial Services's UPS Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its United Parcel Service (UPS) position steady in Q2 2026 at 900 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Harel Insurance Investments & Financial Services first reported a position in UPS in Q2 2016 and has held it in 28 quarters since. The position peaked at $17.2M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 900 shares of United Parcel Service worth $97K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #407 holding.
  • Harel Insurance Investments & Financial Services first reported a position in United Parcel Service in Q2 2016 and has held it in 28 quarters since.
  • Harel Insurance Investments & Financial Services's United Parcel Service position peaked at $17.2M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.