Jupiter Asset Management’s United Parcel Service UPS Stock Holding History

Jupiter Asset 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	$300K	Buy	+2,790	New	+$290K	﹤0.01%	484
2022 Q2	–	Sell	-4,792	Closed	-$1.03M	–	645
2022 Q1	$1.03M	Sell	4,792 -162,309	-97%	-$34.5M	0.01%	410
2021 Q4	$35.7M	Sell	167,101 -122,152	-42%	-$24.8M	0.39%	80
2021 Q3	$52.6M	Buy	289,253 +233,874	+422%	+$46.2M	0.6%	38
2021 Q2	$11.5M	Buy	+55,379	New	+$11.1M	0.12%	192
2021 Q1	–	Sell	-2,397	Closed	-$403K	–	664
2020 Q4	$403K	Sell	2,397 -249	-9%	-$42K	﹤0.01%	526
2020 Q3	$441K	Buy	+2,646	New	+$385K	﹤0.01%	515

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

Jupiter Asset Management's UPS Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,790 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in UPS as recently as Q1 2022.

Jupiter Asset Management first reported a position in UPS in Q3 2020 and has held it in 7 quarters since. The position peaked at $52.6M in Q3 2021. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Jupiter Asset Management held 2,790 shares of United Parcel Service worth $300K as of Q2 2026.
United Parcel Service was a new Jupiter Asset Management position in Q2 2026.
United Parcel Service made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #484 holding.
Jupiter Asset Management first reported a position in United Parcel Service in Q3 2020 and has held it in 7 quarters since.
Jupiter Asset Management's United Parcel Service position peaked at $52.6M in Q3 2021.
2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.