Klingman & Associates’s United Parcel Service UPS Stock Holding History

Klingman & Associates’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	$252K	Buy	2,343 +1	+0%	+$104	0.01%	297
2026 Q1	$230K	Buy	+2,342	New	+$251K	0.01%	304
2021 Q2	–	Sell	-1,370	Closed	-$233K	–	176
2021 Q1	$233K	Buy	+1,370	New	+$222K	0.02%	150
2016 Q4	–	Sell	-854	Closed	-$93K	–	307
2016 Q3	$93K	Buy	854 +150	+21%	+$16.4K	0.03%	144
2016 Q2	$76K	Hold	704	–	–	0.02%	160
2016 Q1	$74K	Sell	704 -100	-12%	-$9.72K	0.03%	163
2015 Q4	$77K	Sell	804 -28	-3%	-$2.86K	0.03%	183
2015 Q3	$82K	Sell	832 -100	-11%	-$9.88K	0.03%	175
2015 Q2	$90K	Buy	932 +59	+7%	+$5.86K	0.04%	141
2015 Q1	$85K	Buy	873 +267	+44%	+$27.4K	0.03%	141
2014 Q4	$67K	Buy	+606	New	+$63.9K	0.03%	160

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

Klingman & Associates's UPS Position: Q2 2026 in Review

Klingman & Associates increased its United Parcel Service (UPS) stake by 0.04% in Q2 2026, buying an estimated $104 and bringing the position to 2,343 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #297.

Klingman & Associates first reported a position in UPS in Q4 2014 and has held it in 11 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Klingman & Associates held 2,343 shares of United Parcel Service worth $252K as of Q2 2026.
Klingman & Associates bought 1 United Parcel Service share in Q2 2026, an estimated $104.
United Parcel Service made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #297 holding.
Klingman & Associates first reported a position in United Parcel Service in Q4 2014 and has held it in 11 quarters since.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.