Marshall Wace
UPS icon

Marshall Wace’s United Parcel Service UPS Stock Holding History

Marshall Wace’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
Q1 		– Sell
-100
Closed -$9.92K – 3703
2025
Q4 		$9.92K Buy
+100
New +$9.35K ﹤0.01% 2858
2024
Q1 		– Sell
-141,600
Closed -$22.3M – 2819
2023
Q4 		$22.3M Buy
+141,600
New +$21.4M 0.04% 448
2021
Q2 		– Sell
-13,400
Closed -$2.28M – 3114
2021
Q1 		$2.28M Buy
+13,400
New +$2.17M 0.01% 1261

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

Marshall Wace's UPS Position: Q2 2026 in Review

Marshall Wace increased its United Parcel Service (UPS) stake by 205% in Q2 2026, buying an estimated $241M and bringing the position to 3,446,393 shares worth $370M. The position accounts for 0.29% of the portfolio, ranked #44.

Marshall Wace first reported a position in UPS in Q3 2014 and has held it in 25 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marshall Wace held 3,446,393 shares of United Parcel Service worth $370M as of Q2 2026.
  • Marshall Wace bought 2,316,549 United Parcel Service shares in Q2 2026, an estimated $241M.
  • United Parcel Service made up 0.29% of Marshall Wace's portfolio in Q2 2026, its #44 holding.
  • Marshall Wace first reported a position in United Parcel Service in Q3 2014 and has held it in 25 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.