Intact Investment Management’s United Parcel Service UPS Stock Holding History

Intact Investment 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	$8.98M	Buy	83,500 +16,500	+25%	+$1.72M	0.26%	90
2026 Q1	$6.59M	Hold	67,000	–	–	0.19%	112
2025 Q4	$6.65M	Sell	67,000 -4,300	-6%	-$402K	0.19%	106
2025 Q3	$5.96M	Sell	71,300 -11,000	-13%	-$996K	0.18%	106
2025 Q2	$8.31M	Sell	82,300 -10,100	-11%	-$994K	0.28%	82
2025 Q1	$10.2M	Sell	92,400 -14,000	-13%	-$1.67M	0.35%	76
2024 Q4	$13.4M	Buy	106,400 +3,890	+4%	+$512K	0.47%	54
2024 Q3	$14M	Buy	102,510 +18,650	+22%	+$2.45M	0.46%	55
2024 Q2	$11.5M	Buy	83,860 +35,060	+72%	+$5.02M	0.43%	52
2024 Q1	$7.25M	Hold	48,800	–	–	0.29%	81
2023 Q4	$7.67M	Hold	48,800	–	–	0.31%	78
2023 Q3	$7.61M	Buy	48,800 +3,750	+8%	+$647K	0.33%	67
2023 Q2	$8.08M	Sell	45,050 -4,850	-10%	-$861K	0.33%	70
2023 Q1	$9.68M	Sell	49,900 -600	-1%	-$110K	0.4%	62
2022 Q4	$8.78M	Buy	50,500 +7,000	+16%	+$1.21M	0.38%	68
2022 Q3	$7.03M	Hold	43,500	–	–	0.23%	86
2022 Q2	$7.95M	Sell	43,500 -2,700	-6%	-$492K	0.25%	84
2022 Q1	$9.91M	Sell	46,200 -5,300	-10%	-$1.13M	0.25%	87
2021 Q4	$11M	Sell	51,500 -10,000	-16%	-$2.03M	0.28%	79
2021 Q3	$11.2M	Hold	61,500	–	–	0.31%	68
2021 Q2	$12.8M	Hold	61,500	–	–	0.36%	60
2021 Q1	$10.5M	Buy	61,500 +2,200	+4%	+$356K	0.32%	69
2020 Q4	$9.98M	Buy	59,300 +8,100	+16%	+$1.37M	0.32%	72
2020 Q3	$8.53M	Sell	51,200 -3,100	-6%	-$451K	0.3%	71
2020 Q2	$6.03M	Sell	54,300 -6,000	-10%	-$599K	0.23%	86
2020 Q1	$5.63M	Sell	60,300 -13,700	-19%	-$1.42M	0.25%	82
2019 Q4	$8.66M	Buy	74,000 +12,800	+21%	+$1.52M	0.29%	70
2019 Q3	$7.33M	Hold	61,200	–	–	0.26%	76
2019 Q2	$6.32M	Sell	61,200 -7,000	-10%	-$728K	0.23%	80
2019 Q1	$7.62M	Buy	68,200 +34,500	+102%	+$3.66M	0.27%	75
2018 Q4	$3.29M	Sell	33,700 -4,500	-12%	-$488K	0.13%	124
2018 Q3	$4.46M	Buy	38,200 +600	+2%	+$70.6K	0.16%	113
2018 Q2	$4M	Buy	37,600 +4,100	+12%	+$461K	0.14%	113
2018 Q1	$3.51M	Sell	33,500 -32,000	-49%	-$3.7M	0.14%	120
2017 Q4	$7.81M	Buy	65,500 +18,000	+38%	+$2.12M	0.31%	65
2017 Q3	$5.7M	Sell	47,500 -10,400	-18%	-$1.18M	0.25%	69
2017 Q2	$6.4M	Sell	57,900 -23,800	-29%	-$2.54M	0.28%	63
2017 Q1	$8.77M	Sell	81,700 -26,900	-25%	-$2.94M	0.36%	63
2016 Q4	$12.5M	Buy	108,600 +33,300	+44%	+$3.75M	0.46%	59
2016 Q3	$8.23M	Sell	75,300 -20,300	-21%	-$2.22M	0.31%	66
2016 Q2	$10.3M	Hold	95,600	–	–	0.42%	56
2016 Q1	$10.1M	Buy	95,600 +30,500	+47%	+$2.96M	0.41%	55
2015 Q4	$6.26M	Buy	65,100 +5,100	+9%	+$521K	0.28%	67
2015 Q3	$5.92M	Sell	60,000 -2,800	-4%	-$277K	0.26%	69
2015 Q2	$6.08M	Sell	62,800 -400	-0.6%	-$39.7K	0.25%	73
2015 Q1	$6.13M	Sell	63,200 -12,100	-16%	-$1.24M	0.25%	74
2014 Q4	$8.37M	Buy	75,300 +28,200	+60%	+$2.98M	0.33%	64
2014 Q3	$4.63M	Buy	47,100 +23,000	+95%	+$2.29M	0.19%	73
2014 Q2	$2.47M	Buy	24,100 +2,710	+13%	+$272K	0.1%	75
2014 Q1	$2.08M	Buy	21,390 +16,390	+328%	+$1.6M	0.09%	82
2013 Q4	$525K	Sell	5,000 -1,000	-17%	-$98.5K	0.03%	144
2013 Q3	$548K	Buy	+6,000	New	+$527K	0.03%	132

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 $3.37T AUM 44.26% 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

Intact Investment Management's UPS Position: Q2 2026 in Review

Intact Investment Management increased its United Parcel Service (UPS) stake by 25% in Q2 2026, buying an estimated $1.72M and bringing the position to 83,500 shares worth $8.98M. The position accounts for 0.26% of the portfolio, ranked #90.

Intact Investment Management first reported a position in UPS in Q3 2013 and has held it in 52 quarters since. The position peaked at $14M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Intact Investment Management held 83,500 shares of United Parcel Service worth $8.98M as of Q2 2026.
Intact Investment Management bought 16,500 United Parcel Service shares in Q2 2026, an estimated $1.72M.
United Parcel Service made up 0.26% of Intact Investment Management's portfolio in Q2 2026, its #90 holding.
Intact Investment Management first reported a position in United Parcel Service in Q3 2013 and has held it in 52 quarters since.
Intact Investment Management's United Parcel Service position peaked at $14M in Q3 2024.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.