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Oarsman Capital’s United Parcel Service UPS Stock Holding History

Oarsman Capital’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 		$1M Sell
9,314
-16
-0.2% -$1.66K 0.11% 91
2026
Q1 		$918K Sell
9,330
-1,541
-14% -$165K 0.11% 93
2025
Q4 		$1.08M Buy
10,871
+1,814
+20% +$170K 0.14% 89
2025
Q3 		$757K Sell
9,057
-1,271
-12% -$115K 0.11% 109
2025
Q2 		$1.04M Buy
10,328
+829
+9% +$81.6K 0.16% 93
2025
Q1 		$1.04M Buy
9,499
+8,700
+1,089% +$1.04M 0.19% 93
2024
Q4 		$101K Sell
799
-67
-8% -$8.82K 0.02% 326
2024
Q3 		$118K Buy
+866
New +$114K 0.02% 313
2024
Q2 		– Sell
-1,509
Closed -$224K – 249
2024
Q1 		$224K Buy
+1,509
New +$229K 0.05% 213
2020
Q3 		– Sell
-2,926
Closed -$325K – 177
2020
Q2 		$325K Hold
2,926
– – 0.16% 116
2020
Q1 		$273K Buy
+2,926
New +$303K 0.25% 89

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 $3.38T AUM 44.17% 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

Oarsman Capital's UPS Position: Q2 2026 in Review

Oarsman Capital reduced its United Parcel Service (UPS) stake by 0.17% in Q2 2026, selling an estimated $1.66K and leaving 9,314 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #91.

Oarsman Capital first reported a position in UPS in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Oarsman Capital held 9,314 shares of United Parcel Service worth $1M as of Q2 2026.
  • Oarsman Capital sold 16 United Parcel Service shares in Q2 2026, an estimated $1.66K.
  • United Parcel Service made up 0.11% of Oarsman Capital's portfolio in Q2 2026, its #91 holding.
  • Oarsman Capital first reported a position in United Parcel Service in Q1 2020 and has held it in 11 quarters since.
  • Oarsman Capital's United Parcel Service position peaked at $1.08M in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.