J. Safra Sarasin Holding’s United Parcel Service UPS Stock Holding History

J. Safra Sarasin Holding’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	$922K	Buy	+8,574	New	+$891K	0.01%	411
2025 Q2	–	Sell	-420,634	Closed	-$46.3M	–	547
2025 Q1	$46.3M	Sell	420,634 -4,014	-0.9%	-$480K	0.84%	38
2024 Q4	$53.5M	Buy	424,648 +2,960	+0.7%	+$390K	0.91%	38
2024 Q3	$57.5M	Sell	421,688 -10,332	-2%	-$1.36M	1%	36
2024 Q2	$59.1M	Buy	+432,020	New	+$61.9M	1.08%	26

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

J. Safra Sarasin Holding's UPS Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in United Parcel Service (UPS) in Q2 2026: 8,574 shares worth $922K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in UPS as recently as Q1 2025.

J. Safra Sarasin Holding first reported a position in UPS in Q2 2024 and has held it in 5 quarters since. The position peaked at $59.1M in Q2 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

J. Safra Sarasin Holding held 8,574 shares of United Parcel Service worth $922K as of Q2 2026.
United Parcel Service was a new J. Safra Sarasin Holding position in Q2 2026.
United Parcel Service made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #411 holding.
J. Safra Sarasin Holding first reported a position in United Parcel Service in Q2 2024 and has held it in 5 quarters since.
J. Safra Sarasin Holding's United Parcel Service position peaked at $59.1M in Q2 2024.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.