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

NEOS 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 		$13M Buy
121,112
+15,021
+14% +$1.56M 0.05% 229
2026
Q1 		$10.4M Sell
106,091
-5,565
-5% -$597K 0.05% 235
2025
Q4 		$11.1M Buy
111,656
+17,462
+19% +$1.63M 0.06% 215
2025
Q3 		$7.87M Buy
94,194
+29,448
+45% +$2.67M 0.06% 234
2025
Q2 		$6.54M Buy
64,746
+12,742
+25% +$1.25M 0.08% 203
2025
Q1 		$5.72M Buy
52,004
+10,019
+24% +$1.2M 0.11% 179
2024
Q4 		$5.29M Buy
41,985
+9,952
+31% +$1.31M 0.12% 154
2024
Q3 		$4.37M Buy
32,033
+6,496
+25% +$853K 0.13% 148
2024
Q2 		$3.49M Buy
25,537
+7,968
+45% +$1.14M 0.14% 129
2024
Q1 		$2.61M Buy
17,569
+7,345
+72% +$1.12M 0.16% 121
2023
Q4 		$1.61M Buy
10,224
+2,777
+37% +$420K 0.15% 137
2023
Q3 		$1.16M Buy
+7,447
New +$1.29M 0.15% 134

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

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

NEOS Investment Management increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $1.56M and bringing the position to 121,112 shares worth $13M. The position accounts for 0.05% of the portfolio, ranked #229.

NEOS Investment Management first reported a position in UPS in Q3 2023 and has held it in 12 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NEOS Investment Management held 121,112 shares of United Parcel Service worth $13M as of Q2 2026.
  • NEOS Investment Management bought 15,021 United Parcel Service shares in Q2 2026, an estimated $1.56M.
  • United Parcel Service made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #229 holding.
  • NEOS Investment Management first reported a position in United Parcel Service in Q3 2023 and has held it in 12 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.