MIFH
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Migdal Insurance & Financial Holdings’s United Parcel Service UPS Stock Holding History

Migdal Insurance & Financial Holdings’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 		– Sell
-569
Closed -$56K – 425
2026
Q1 		$56K Buy
+569
New +$61K ﹤0.01% 284
2022
Q4 		– Sell
-80
Closed -$13K – 570
2022
Q3 		$13K Hold
80
– – ﹤0.01% 428
2022
Q2 		$15K Buy
80
+7
+10% +$1.28K ﹤0.01% 494
2022
Q1 		$16K Sell
73
-46
-39% -$9.77K ﹤0.01% 532
2021
Q4 		$25K Buy
+119
New +$24.2K ﹤0.01% 536
2021
Q3 		– Sell
-210,000
Closed -$43.7M – 709
2021
Q2 		$43.7M Buy
210,000
+209,768
+90,417% +$42M 0.46% 66
2021
Q1 		$39K Sell
232
-73,534
-100% -$11.9M ﹤0.01% 572
2020
Q4 		$12.4M Sell
73,766
-186,680
-72% -$31.5M 0.15% 99
2020
Q3 		$43.4M Sell
260,446
-183,802
-41% -$26.8M 0.6% 48
2020
Q2 		$49.4M Sell
444,248
-66,010
-13% -$6.59M 0.8% 33
2020
Q1 		$47.7M Buy
510,258
+129,782
+34% +$13.4M 1.11% 25
2019
Q4 		$44.5M Buy
380,476
+129,088
+51% +$15.3M 0.86% 30
2019
Q3 		$30.1M Buy
251,388
+61,350
+32% +$7.01M 0.62% 39
2019
Q2 		$19.6M Buy
190,038
+189,146
+21,205% +$19.7M 0.5% 50
2019
Q1 		$100K Buy
892
+601
+207% +$63.7K ﹤0.01% 515
2018
Q4 		$28K Sell
291
-8,332
-97% -$903K ﹤0.01% 620
2018
Q3 		$1.01M Buy
8,623
+4,167
+94% +$490K 0.02% 291
2018
Q2 		$473K Buy
4,456
+4,182
+1,526% +$470K 0.01% 320
2018
Q1 		$29K Buy
+274
New +$31.7K ﹤0.01% 479
2017
Q3 		– Sell
-684
Closed -$75K – 583
2017
Q2 		$75K Sell
684
-308
-31% -$32.9K ﹤0.01% 370
2017
Q1 		$105K Hold
992
– – ﹤0.01% 353
2016
Q4 		$114K Buy
+992
New +$112K ﹤0.01% 304

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

Migdal Insurance & Financial Holdings's UPS Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 569 shares — an estimated $56K sold.

Migdal Insurance & Financial Holdings first reported a position in UPS in Q4 2016 and held it in 22 quarters. The position peaked at $49.4M in Q2 2020. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Migdal Insurance & Financial Holdings reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 569 United Parcel Service shares in Q2 2026, an estimated $56K.
  • Migdal Insurance & Financial Holdings first reported a position in United Parcel Service in Q4 2016 and held it in 22 quarters.
  • Migdal Insurance & Financial Holdings's United Parcel Service position peaked at $49.4M in Q2 2020.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.