Regatta Research & Money Management’s United Parcel Service UPS Stock Holding History

Regatta Research & Money 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	$31.8K	Buy	+296	New	+$30.8K	0.03%	333

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Regatta Research & Money Management's UPS Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in United Parcel Service (UPS) in Q2 2026: 296 shares worth $31.8K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings.

1,729 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Regatta Research & Money Management held 296 shares of United Parcel Service worth $31.8K as of Q2 2026.
United Parcel Service was a new Regatta Research & Money Management position in Q2 2026.
United Parcel Service made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #333 holding.
1,729 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.