J. Goldman & Co’s United Parcel Service UPS Stock Holding History

J. Goldman & Co’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	$253K	Buy	+2,350	New	+$244K	0.01%	615
2025 Q1	–	Sell	-297,480	Closed	-$37.5M	–	652
2024 Q4	$37.5M	Buy	+297,480	New	+$39.2M	0.98%	16
2021 Q3	–	Sell	-66,369	Closed	-$13.8M	–	471
2021 Q2	$13.8M	Buy	66,369 +23,599	+55%	+$4.72M	0.54%	45
2021 Q1	$7.27M	Buy	+42,770	New	+$6.92M	0.23%	111
2020 Q3	–	Sell	-84,279	Closed	-$9.37M	–	387
2020 Q2	$9.37M	Buy	+84,279	New	+$8.41M	0.58%	54
2019 Q4	–	Sell	-27,936	Closed	-$3.35M	–	355
2019 Q3	$3.35M	Buy	+27,936	New	+$3.19M	0.25%	112
2018 Q3	–	Sell	-41,999	Closed	-$4.46M	–	394
2018 Q2	$4.46M	Buy	41,999 +8,252	+24%	+$927K	0.23%	140
2018 Q1	$3.53M	Buy	+33,747	New	+$3.9M	0.15%	160
2017 Q3	–	Sell	-83,800	Closed	-$9.27M	–	406
2017 Q2	$9.27M	Buy	+83,800	New	+$8.96M	0.5%	60
2016 Q3	–	Sell	-59,360	Closed	-$6.39M	–	405
2016 Q2	$6.39M	Buy	+59,360	New	+$6.18M	0.33%	71
2015 Q4	–	Sell	-84,609	Closed	-$8.64M	–	304
2015 Q3	$8.35M	Buy	+84,609	New	+$8.36M	0.72%	35
2015 Q2	–	Sell	-117,000	Closed	-$11.3M	–	321
2015 Q1	$11.3M	Buy	+117,000	New	+$12M	0.7%	38
2014 Q4	–	Sell	-14,500	Closed	-$1.43M	–	275
2014 Q3	$1.43M	Buy	+14,500	New	+$1.44M	0.09%	204

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

J. Goldman & Co's UPS Position: Q2 2026 in Review

J. Goldman & Co opened a new position in United Parcel Service (UPS) in Q2 2026: 2,350 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in UPS as recently as Q4 2024.

J. Goldman & Co first reported a position in UPS in Q3 2014 and has held it in 13 quarters since. The position peaked at $37.5M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

J. Goldman & Co held 2,350 shares of United Parcel Service worth $253K as of Q2 2026.
United Parcel Service was a new J. Goldman & Co position in Q2 2026.
United Parcel Service made up 0.01% of J. Goldman & Co's portfolio in Q2 2026, its #615 holding.
J. Goldman & Co first reported a position in United Parcel Service in Q3 2014 and has held it in 13 quarters since.
J. Goldman & Co's United Parcel Service position peaked at $37.5M in Q4 2024.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.