Joseph Group Capital Management’s United Parcel Service UPS Stock Holding History

Joseph Group Capital Management’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	$74.3K	Sell	691 -156	-18%	-$16.2K	0.02%	111
2026 Q1	$83.3K	Buy	847 +254	+43%	+$27.2K	0.02%	87
2025 Q4	$58.8K	Buy	593 +228	+62%	+$21.3K	0.02%	82
2025 Q3	$30.5K	Buy	365 +35	+11%	+$3.17K	0.01%	84
2025 Q2	$33.3K	Hold	330	–	–	0.01%	79
2025 Q1	$36.3K	Buy	330 +150	+83%	+$17.9K	0.01%	78
2024 Q4	$22.7K	Hold	180	–	–	0.01%	81
2024 Q3	$24.5K	Hold	180	–	–	0.01%	74
2024 Q2	$24.6K	Hold	180	–	–	0.01%	66
2024 Q1	$26.8K	Hold	180	–	–	0.01%	75
2023 Q4	$28.3K	Buy	180 +5	+3%	+$756	0.02%	74
2023 Q3	$27.3K	Hold	175	–	–	0.02%	69
2023 Q2	$31.4K	Buy	175 +10	+6%	+$1.78K	0.03%	66
2023 Q1	$32K	Hold	165	–	–	0.03%	68
2022 Q4	$29K	Hold	165	–	–	0.03%	76
2022 Q3	$27K	Hold	165	–	–	0.03%	59
2022 Q2	$30K	Hold	165	–	–	0.03%	60
2022 Q1	$35K	Hold	165	–	–	0.04%	58
2021 Q4	$35K	Buy	+165	New	+$33.6K	0.03%	58

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

Joseph Group Capital Management's UPS Position: Q2 2026 in Review

Joseph Group Capital Management reduced its United Parcel Service (UPS) stake by 18% in Q2 2026, selling an estimated $16.2K and leaving 691 shares worth $74.3K. The position accounts for 0.02% of the portfolio, ranked #111.

Joseph Group Capital Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $83.3K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Joseph Group Capital Management held 691 shares of United Parcel Service worth $74.3K as of Q2 2026.
Joseph Group Capital Management sold 156 United Parcel Service shares in Q2 2026, an estimated $16.2K.
United Parcel Service made up 0.02% of Joseph Group Capital Management's portfolio in Q2 2026, its #111 holding.
Joseph Group Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
Joseph Group Capital Management's United Parcel Service position peaked at $83.3K in Q1 2026.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.