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Investment Research Partners’s United Parcel Service UPS Stock Holding History

Investment Research Partners’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 		$2.06M Buy
19,187
+578
+3% +$60.1K 0.7% 32
2026
Q1 		$1.83M Sell
18,609
-60
-0.3% -$6.43K 0.74% 24
2025
Q4 		$1.85M Buy
18,669
+57
+0.3% +$5.33K 0.79% 26
2025
Q3 		$1.81M Buy
+18,612
New +$1.69M 0.82% 23

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Investment Research Partners's UPS Position: Q2 2026 in Review

Investment Research Partners increased its United Parcel Service (UPS) stake by 3.1% in Q2 2026, buying an estimated $60.1K and bringing the position to 19,187 shares worth $2.06M. The position accounts for 0.7% of the portfolio, ranked #32.

Investment Research Partners first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 1,660 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Investment Research Partners held 19,187 shares of United Parcel Service worth $2.06M as of Q2 2026.
  • Investment Research Partners bought 578 United Parcel Service shares in Q2 2026, an estimated $60.1K.
  • United Parcel Service made up 0.7% of Investment Research Partners's portfolio in Q2 2026, its #32 holding.
  • Investment Research Partners first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 1,660 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.