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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
2023
Q3 		– Sell
-420,000
Closed -$75.3M – 486
2023
Q2 		$75.3M Buy
+420,000
New +$74.6M 2.74% 3
2017
Q1 		– Sell
-145,000
Closed -$16.6M – 415
2016
Q4 		$16.6M Buy
+145,000
New +$16.3M 1.1% 16
2016
Q1 		– Sell
-66,500
Closed -$6.4M – 357
2015
Q4 		$6.4M Buy
+66,500
New +$6.79M 0.66% 48

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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.