Horizon Kinetics Asset Management’s United Parcel Service UPS Stock Holding History

Horizon Kinetics Asset Management’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	$479K	Buy	+4,460	New	+$464K	0.01%	219
2021 Q1	–	Sell	-2,480	Closed	-$418K	–	359
2020 Q4	$418K	Sell	2,480 -2,379	-49%	-$402K	0.01%	257
2020 Q3	$810K	Sell	4,859 -5,097	-51%	-$742K	0.03%	188
2020 Q2	$1.11M	Buy	9,956 +900	+10%	+$89.8K	0.04%	156
2020 Q1	$846K	Buy	9,056 +4,450	+97%	+$461K	0.04%	157
2019 Q4	$539K	Buy	4,606 +113	+3%	+$13.4K	0.02%	242
2019 Q3	$538K	Hold	4,493	–	–	0.02%	246
2019 Q2	$464K	Sell	4,493 -575	-11%	-$59.8K	0.01%	267
2019 Q1	$566K	Buy	+5,068	New	+$537K	0.02%	249

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

Horizon Kinetics Asset Management's UPS Position: Q2 2026 in Review

Horizon Kinetics Asset Management opened a new position in United Parcel Service (UPS) in Q2 2026: 4,460 shares worth $479K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Horizon Kinetics Asset Management previously reported a position in UPS as recently as Q4 2020.

Horizon Kinetics Asset Management first reported a position in UPS in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2020. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Horizon Kinetics Asset Management held 4,460 shares of United Parcel Service worth $479K as of Q2 2026.
United Parcel Service was a new Horizon Kinetics Asset Management position in Q2 2026.
United Parcel Service made up 0.01% of Horizon Kinetics Asset Management's portfolio in Q2 2026, its #219 holding.
Horizon Kinetics Asset Management first reported a position in United Parcel Service in Q1 2019 and has held it in 9 quarters since.
Horizon Kinetics Asset Management's United Parcel Service position peaked at $1.11M in Q2 2020.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.