OQS
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Occudo Quantitative Strategies’s United Parcel Service UPS Stock Holding History

Occudo Quantitative Strategies’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 		$6.91M Buy
+64,320
New +$6.69M 0.37% 73
2026
Q1 		– Sell
-83,683
Closed -$8.3M – 936
2025
Q4 		$8.3M Buy
83,683
+74,005
+765% +$6.92M 0.56% 41
2025
Q3 		$808K Sell
9,678
-53,601
-85% -$4.85M 0.1% 292
2025
Q2 		$6.39M Buy
63,279
+58,417
+1,202% +$5.75M 0.72% 35
2025
Q1 		$533K Sell
4,862
-42,217
-90% -$5.05M 0.07% 350
2024
Q4 		$5.94M Buy
47,079
+44,834
+1,997% +$5.9M 1.07% 1
2024
Q3 		$306K Sell
2,245
-9,458
-81% -$1.24M 0.06% 449
2024
Q2 		$1.6M Sell
11,703
-6,103
-34% -$874K 0.28% 96
2024
Q1 		$2.65M Buy
17,806
+12,357
+227% +$1.88M 0.46% 45
2023
Q4 		$857K Sell
5,449
-8,886
-62% -$1.34M 0.12% 248
2023
Q3 		$2.23M Sell
14,335
-9,523
-40% -$1.64M 0.29% 77
2023
Q2 		$4.28M Buy
+23,858
New +$4.24M 0.44% 4
2023
Q1 		– Sell
-20,485
Closed -$3.56M – 1214
2022
Q4 		$3.56M Buy
+20,485
New +$3.55M 0.41% 36
2021
Q2 		– Sell
-7,158
Closed -$1.22M – 1064
2021
Q1 		$1.22M Buy
+7,158
New +$1.16M 0.27% 91

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

Occudo Quantitative Strategies's UPS Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in United Parcel Service (UPS) in Q2 2026: 64,320 shares worth $6.91M. The stake represents 0.37% of the portfolio and ranks #73 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in UPS as recently as Q4 2025.

Occudo Quantitative Strategies first reported a position in UPS in Q1 2021 and has held it in 14 quarters since. The position peaked at $8.3M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Occudo Quantitative Strategies held 64,320 shares of United Parcel Service worth $6.91M as of Q2 2026.
  • United Parcel Service was a new Occudo Quantitative Strategies position in Q2 2026.
  • United Parcel Service made up 0.37% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #73 holding.
  • Occudo Quantitative Strategies first reported a position in United Parcel Service in Q1 2021 and has held it in 14 quarters since.
  • Occudo Quantitative Strategies's United Parcel Service position peaked at $8.3M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.