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Longfellow Investment Management’s United Parcel Service UPS Stock Holding History

Longfellow Investment 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 		$6.97M Buy
64,882
+6,521
+11% +$678K 1.43% 16
2026
Q1 		$5.74M Buy
58,361
+49,894
+589% +$5.35M 1.2% 20
2025
Q4 		$840K Hold
8,467
– – 0.19% 87
2025
Q3 		$707K Hold
8,467
– – 0.17% 98
2025
Q2 		$855K Hold
8,467
– – 0.21% 82
2025
Q1 		$931K Hold
8,467
– – 0.23% 62
2024
Q4 		$1.07M Sell
8,467
-543
-6% -$71.5K 0.27% 51
2024
Q3 		$1.23M Buy
9,010
+54
+0.6% +$7.09K 0.31% 47
2024
Q2 		$1.23M Buy
8,956
+1,056
+13% +$151K 0.31% 40
2024
Q1 		$1.17M Buy
7,900
+3,163
+67% +$481K 0.27% 42
2023
Q4 		$745K Hold
4,737
– – 0.18% 67
2023
Q3 		$738K Hold
4,737
– – 0.2% 67
2023
Q2 		$849K Buy
4,737
+192
+4% +$34.1K 0.2% 71
2023
Q1 		$882K Buy
4,545
+601
+15% +$110K 0.2% 75
2022
Q4 		$686K Hold
3,944
– – 0.16% 103
2022
Q3 		$637K Hold
3,944
– – 0.13% 130
2022
Q2 		$720K Hold
3,944
– – 0.16% 119
2022
Q1 		$846K Buy
3,944
+1,798
+84% +$382K 0.14% 133
2021
Q4 		$460K Buy
+2,146
New +$436K 0.07% 162
2021
Q2 		– Sell
-9,854
Closed -$1.68M – 485
2021
Q1 		$1.68M Sell
9,854
-1,465
-13% -$237K 0.2% 129
2020
Q4 		$1.91M Buy
+11,319
New +$1.91M 0.23% 117

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

Longfellow Investment Management's UPS Position: Q2 2026 in Review

Longfellow Investment Management increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $678K and bringing the position to 64,882 shares worth $6.97M. The position accounts for 1.43% of the portfolio, ranked #16.

Longfellow Investment Management first reported a position in UPS in Q4 2020 and has held it in 21 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Longfellow Investment Management held 64,882 shares of United Parcel Service worth $6.97M as of Q2 2026.
  • Longfellow Investment Management bought 6,521 United Parcel Service shares in Q2 2026, an estimated $678K.
  • United Parcel Service made up 1.43% of Longfellow Investment Management's portfolio in Q2 2026, its #16 holding.
  • Longfellow Investment Management first reported a position in United Parcel Service in Q4 2020 and has held it in 21 quarters since.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.