JC
UPS icon

JB Capital’s United Parcel Service UPS Stock Holding History

JB Capital’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 		$4.04M Buy
37,540
+1,337
+4% +$139K 0.14% 89
2026
Q1 		$3.56M Buy
36,203
+1,224
+3% +$131K 0.14% 86
2025
Q4 		$3.47M Sell
34,979
-654
-2% -$61.2K 0.14% 76
2025
Q3 		$2.98M Buy
35,633
+4,909
+16% +$445K 0.13% 90
2025
Q2 		$3.1M Buy
30,724
+619
+2% +$60.9K 0.15% 80
2025
Q1 		$3.31M Buy
+30,105
New +$3.6M 0.18% 69
2023
Q2 		– Sell
-1,075
Closed -$208K – 179
2023
Q1 		$208K Buy
+1,075
New +$197K 0.02% 156
2022
Q3 		– Sell
-1,118
Closed -$204K – 226
2022
Q2 		$204K Buy
1,118
+1
+0.1% +$182 0.02% 225
2022
Q1 		$240K Buy
1,117
+4
+0.4% +$850 0.02% 220
2021
Q4 		$239K Sell
1,113
-71
-6% -$14.4K 0.02% 234
2021
Q3 		$216K Buy
+1,184
New +$234K 0.03% 301

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

JB Capital's UPS Position: Q2 2026 in Review

JB Capital increased its United Parcel Service (UPS) stake by 3.7% in Q2 2026, buying an estimated $139K and bringing the position to 37,540 shares worth $4.04M. The position accounts for 0.14% of the portfolio, ranked #89.

JB Capital first reported a position in UPS in Q3 2021 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • JB Capital held 37,540 shares of United Parcel Service worth $4.04M as of Q2 2026.
  • JB Capital bought 1,337 United Parcel Service shares in Q2 2026, an estimated $139K.
  • United Parcel Service made up 0.14% of JB Capital's portfolio in Q2 2026, its #89 holding.
  • JB Capital first reported a position in United Parcel Service in Q3 2021 and has held it in 11 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.