InceptionR’s United Parcel Service UPS Stock Holding History

InceptionR’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	$894K	Sell	8,314 -11,277	-58%	-$1.17M	0.22%	151
2026 Q1	$1.93M	Buy	+19,591	New	+$2.1M	0.46%	22
2025 Q4	–	Sell	-8,828	Closed	-$737K	–	888
2025 Q3	$737K	Buy	+8,828	New	+$800K	0.18%	204
2025 Q2	–	Sell	-12,599	Closed	-$1.39M	–	854
2025 Q1	$1.39M	Buy	12,599 +10,553	+516%	+$1.26M	0.41%	46
2024 Q4	$258K	Sell	2,046 -7,077	-78%	-$931K	0.06%	507
2024 Q3	$1.24M	Sell	9,123 -1,904	-17%	-$250K	0.3%	91
2024 Q2	$1.51M	Buy	11,027 +6,565	+147%	+$940K	0.43%	28
2024 Q1	$663K	Sell	4,462 -590	-12%	-$89.7K	0.17%	234
2023 Q4	$794K	Buy	5,052 +919	+22%	+$139K	0.57%	23
2023 Q3	$644K	Sell	4,133 -768	-16%	-$133K	0.37%	82
2023 Q2	$879K	Buy	+4,901	New	+$870K	0.47%	41
2023 Q1	–	Sell	-3,570	Closed	-$621K	–	597
2022 Q4	$621K	Buy	+3,570	New	+$618K	0.33%	106

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

InceptionR's UPS Position: Q2 2026 in Review

InceptionR reduced its United Parcel Service (UPS) stake by 58% in Q2 2026, selling an estimated $1.17M and leaving 8,314 shares worth $894K. The position accounts for 0.22% of the portfolio, ranked #151.

InceptionR first reported a position in UPS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2026. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

InceptionR held 8,314 shares of United Parcel Service worth $894K as of Q2 2026.
InceptionR sold 11,277 United Parcel Service shares in Q2 2026, an estimated $1.17M.
United Parcel Service made up 0.22% of InceptionR's portfolio in Q2 2026, its #151 holding.
InceptionR first reported a position in United Parcel Service in Q4 2022 and has held it in 12 quarters since.
InceptionR's United Parcel Service position peaked at $1.93M in Q1 2026.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.