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Harvest Portfolios Group’s United Parcel Service UPS Stock Holding History

Harvest Portfolios Group’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 		$4.08M Buy
37,995
+6,193
+19% +$644K 0.06% 147
2026
Q1 		$3.13M Buy
31,802
+6,908
+28% +$741K 0.05% 141
2025
Q4 		$2.47M Sell
24,894
-1,196
-5% -$112K 0.04% 149
2025
Q3 		$2.18M Buy
26,090
+6,403
+33% +$580K 0.04% 153
2025
Q2 		$1.99M Buy
19,687
+3,806
+24% +$374K 0.05% 142
2025
Q1 		$1.75M Buy
15,881
+3,047
+24% +$364K 0.05% 144
2024
Q4 		$1.62M Buy
12,834
+4,834
+60% +$636K 0.05% 137
2024
Q3 		$1.09M Sell
8,000
-105,955
-93% -$13.9M 0.04% 162
2024
Q2 		$15.6M Buy
113,955
+945
+0.8% +$135K 0.6% 55
2024
Q1 		$16.8M Sell
113,010
-3,141
-3% -$477K 0.66% 55
2023
Q4 		$18.3M Buy
116,151
+16,134
+16% +$2.44M 0.77% 47
2023
Q3 		$15.6M Buy
100,017
+1,451
+1% +$250K 0.74% 52
2023
Q2 		$17.7M Buy
98,566
+1,310
+1% +$233K 0.81% 44
2023
Q1 		$18.9M Buy
97,256
+5,903
+6% +$1.08M 0.93% 32
2022
Q4 		$15.9M Buy
+91,353
New +$15.8M 0.91% 34

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

Harvest Portfolios Group's UPS Position: Q2 2026 in Review

Harvest Portfolios Group increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $644K and bringing the position to 37,995 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #147.

Harvest Portfolios Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.9M in Q1 2023. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harvest Portfolios Group held 37,995 shares of United Parcel Service worth $4.08M as of Q2 2026.
  • Harvest Portfolios Group bought 6,193 United Parcel Service shares in Q2 2026, an estimated $644K.
  • United Parcel Service made up 0.06% of Harvest Portfolios Group's portfolio in Q2 2026, its #147 holding.
  • Harvest Portfolios Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's United Parcel Service position peaked at $18.9M in Q1 2023.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.