NFJ Investment Group’s United Parcel Service UPS Stock Holding History

NFJ Investment Group’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	$13.2M	Buy	122,914 +53,679	+78%	+$5.58M	0.45%	66
2026 Q1	$6.81M	Sell	69,235 -6,441	-9%	-$691K	0.26%	86
2025 Q4	$7.51M	Sell	75,676 -108,366	-59%	-$10.1M	0.27%	89
2025 Q3	$15.4M	Sell	184,042 -1,518	-0.8%	-$137K	0.53%	64
2025 Q2	$18.7M	Buy	185,560 +173,193	+1,400%	+$17M	0.65%	50
2025 Q1	$1.36M	Sell	12,367 -584	-5%	-$69.8K	0.05%	237
2024 Q4	$1.63M	Buy	+12,951	New	+$1.7M	0.05%	221
2023 Q3	–	Sell	-55,497	Closed	-$9.95M	–	264
2023 Q2	$9.95M	Hold	55,497	–	–	0.26%	110
2023 Q1	$10.8M	Hold	55,497	–	–	0.29%	113
2022 Q4	$9.65M	Buy	+55,497	New	+$9.61M	0.25%	133

Other funds holding UPS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFJ Investment Group's UPS Position: Q2 2026 in Review

NFJ Investment Group increased its United Parcel Service (UPS) stake by 78% in Q2 2026, buying an estimated $5.58M and bringing the position to 122,914 shares worth $13.2M. The position accounts for 0.45% of the portfolio, ranked #66.

NFJ Investment Group first reported a position in UPS in Q4 2022 and has held it in 10 quarters since. The position peaked at $18.7M in Q2 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

NFJ Investment Group held 122,914 shares of United Parcel Service worth $13.2M as of Q2 2026.
NFJ Investment Group bought 53,679 United Parcel Service shares in Q2 2026, an estimated $5.58M.
United Parcel Service made up 0.45% of NFJ Investment Group's portfolio in Q2 2026, its #66 holding.
NFJ Investment Group first reported a position in United Parcel Service in Q4 2022 and has held it in 10 quarters since.
NFJ Investment Group's United Parcel Service position peaked at $18.7M in Q2 2025.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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