Kovitz Investment Group Partners
UPS icon

Kovitz Investment Group Partners’s United Parcel Service UPS Stock Holding History

Kovitz Investment Group Partners’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
2022
Q1 		– Sell
-126
Closed -$752K – 464
2021
Q4 		$752K Hold
126
– – 0.02% 310
2021
Q3 		$369K Buy
126
+1
+0.8% +$197 0.01% 374
2021
Q2 		$676K Buy
125
+2
+2% +$400 0.01% 341
2021
Q1 		$295K Buy
123
+18
+17% +$2.91K 0.01% 369
2020
Q4 		$268K Sell
105
-18
-15% -$3.04K 0.01% 380
2020
Q3 		$898K Sell
123
-26
-17% -$3.79K 0.03% 263
2020
Q2 		$335K Buy
+149
New +$14.9K 0.01% 329

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

Kovitz Investment Group Partners's UPS Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its United Parcel Service (UPS) stake by 2.5% in Q2 2026, buying an estimated $245K and bringing the position to 96,120 shares worth $10.3M. The position accounts for 0.23% of the portfolio, ranked #95.

Kovitz Investment Group Partners first reported a position in UPS in Q1 2016 and has held it in 42 quarters since. The position peaked at $44.8M in Q3 2018. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kovitz Investment Group Partners held 96,120 shares of United Parcel Service worth $10.3M as of Q2 2026.
  • Kovitz Investment Group Partners bought 2,354 United Parcel Service shares in Q2 2026, an estimated $245K.
  • United Parcel Service made up 0.23% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #95 holding.
  • Kovitz Investment Group Partners first reported a position in United Parcel Service in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's United Parcel Service position peaked at $44.8M in Q3 2018.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.