Harvest Investment Services’s United Parcel Service UPS Stock Holding History

Harvest Investment 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	$1.96M	Sell	18,254 -13	-0.1%	-$1.35K	0.3%	89
2026 Q1	$1.8M	Buy	18,267 +44	+0.2%	+$4.72K	0.33%	81
2025 Q4	$1.81M	Sell	18,223 -1,121	-6%	-$105K	0.34%	76
2025 Q3	$1.62M	Sell	19,344 -1,072	-5%	-$97.1K	0.33%	90
2025 Q2	$2.06M	Buy	20,416 +1,119	+6%	+$110K	0.46%	52
2025 Q1	$2.12M	Sell	19,297 -4	-0%	-$478	0.59%	34
2024 Q4	$2.43M	Buy	19,301 +1,400	+8%	+$184K	0.6%	49
2024 Q3	$2.44M	Buy	+17,901	New	+$2.35M	0.78%	34

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 $3.38T AUM 44.17% 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

Harvest Investment Services's UPS Position: Q2 2026 in Review

Harvest Investment Services reduced its United Parcel Service (UPS) stake by 0.07% in Q2 2026, selling an estimated $1.35K and leaving 18,254 shares worth $1.96M. The position accounts for 0.3% of the portfolio, ranked #89.

Harvest Investment Services first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.44M in Q3 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Harvest Investment Services held 18,254 shares of United Parcel Service worth $1.96M as of Q2 2026.
Harvest Investment Services sold 13 United Parcel Service shares in Q2 2026, an estimated $1.35K.
United Parcel Service made up 0.3% of Harvest Investment Services's portfolio in Q2 2026, its #89 holding.
Harvest Investment Services first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's United Parcel Service position peaked at $2.44M in Q3 2024.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.