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Herold Advisors’s United Parcel Service UPS Stock Holding History

Herold Advisors’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 		$688K Buy
6,352
+265
+4% +$27.5K 0.14% 154
2026
Q1 		$599K Buy
6,087
+302
+5% +$32.4K 0.13% 158
2025
Q4 		$574K Buy
5,785
+833
+17% +$77.9K 0.13% 159
2025
Q3 		$414K Sell
4,952
-71
-1% -$6.43K 0.1% 177
2025
Q2 		$507K Buy
5,023
+1,401
+39% +$138K 0.11% 190
2025
Q1 		$398K Buy
3,622
+908
+33% +$109K 0.09% 193
2024
Q4 		$342K Sell
2,714
-234
-8% -$30.8K 0.07% 210
2024
Q3 		$402K Buy
2,948
+865
+42% +$114K 0.09% 204
2024
Q2 		$285K Buy
2,083
+224
+12% +$32.1K 0.07% 221
2024
Q1 		$276K Sell
1,859
-3,590
-66% -$546K 0.07% 225
2023
Q4 		$857K Sell
5,449
-901
-14% -$136K 0.24% 118
2023
Q3 		$990K Buy
6,350
+769
+14% +$133K 0.3% 99
2023
Q2 		$1M Buy
5,581
+604
+12% +$107K 0.31% 95
2023
Q1 		$965K Buy
4,977
+2,247
+82% +$412K 0.33% 86
2022
Q4 		$475K Buy
2,730
+1,001
+58% +$173K 0.2% 119
2022
Q3 		$279K Sell
1,729
-100
-5% -$18.9K 0.13% 152
2022
Q2 		$333K Buy
1,829
+215
+13% +$39.2K 0.15% 146
2022
Q1 		$346K Buy
+1,614
New +$343K 0.12% 150
2021
Q4 		– Sell
-684
Closed -$124K – 622
2021
Q3 		$124K Buy
+684
New +$135K 0.05% 248

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

Herold Advisors's UPS Position: Q2 2026 in Review

Herold Advisors increased its United Parcel Service (UPS) stake by 4.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 6,352 shares worth $688K. The position accounts for 0.14% of the portfolio, ranked #154.

Herold Advisors first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1M in Q2 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Herold Advisors held 6,352 shares of United Parcel Service worth $688K as of Q2 2026.
  • Herold Advisors bought 265 United Parcel Service shares in Q2 2026, an estimated $27.5K.
  • United Parcel Service made up 0.14% of Herold Advisors's portfolio in Q2 2026, its #154 holding.
  • Herold Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's United Parcel Service position peaked at $1M in Q2 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.