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

Morningstar 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	$2.5M	Hold	25,383	–	–	0.15%	152
2026 Q1	$2.5M	Buy	25,383 +2,022	+9%	+$217K	0.15%	150
2025 Q4	$2.32M	Sell	23,361 -685	-3%	-$64.1K	0.14%	148
2025 Q3	$2.01M	Buy	24,046 +15,761	+190%	+$1.43M	0.07%	249
2025 Q2	$836K	Buy	+8,285	New	+$815K	0.07%	81
2025 Q1	–	Sell	-5,052	Closed	-$637K	–	210
2024 Q4	$637K	Buy	5,052 +95	+2%	+$12.5K	0.05%	115
2024 Q3	$667K	Sell	4,957 -2	-0%	-$263	0.07%	121
2024 Q2	$679K	Hold	4,959	–	–	0.07%	109
2024 Q1	$737K	Hold	4,959	–	–	0.08%	106
2023 Q4	$780K	Buy	4,959 +16	+0.3%	+$2.42K	0.09%	98
2023 Q3	$770K	Buy	4,943 +321	+7%	+$55.4K	0.11%	72
2023 Q2	$828K	Buy	4,622 +2,257	+95%	+$401K	0.11%	74
2023 Q1	$459K	Hold	2,365	–	–	0.07%	58
2022 Q4	$411K	Buy	+2,365	New	+$409K	0.07%	63

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Morningstar Investment Management held its United Parcel Service (UPS) position steady in Q2 2026 at 25,383 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #152.

Morningstar Investment Management first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Morningstar Investment Management held 25,383 shares of United Parcel Service worth $2.5M as of Q2 2026.
Morningstar Investment Management left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.15% of Morningstar Investment Management's portfolio in Q2 2026, its #152 holding.
Morningstar Investment Management first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.