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OFI Invest Asset Management’s United Parcel Service UPS Stock Holding History

OFI Invest Asset 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 		– Sell
-213,999
Closed -$18.3M – 386
2026
Q1 		$18.3M Buy
+213,999
New +$23M 0.24% 101
2025
Q1 		– Sell
-313
Closed -$38.1K – 402
2024
Q4 		$38.1K Buy
+313
New +$41.2K ﹤0.01% 329
2024
Q2 		$29.4K Buy
230
+39
+20% +$5.58K ﹤0.01% 336
2024
Q1 		$26.3K Buy
191
+24
+14% +$3.65K ﹤0.01% 278
2023
Q4 		$23.8K Sell
167
-3
-2% -$454 ﹤0.01% 272
2023
Q3 		$25K Buy
+170
New +$29.3K ﹤0.01% 208

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

OFI Invest Asset Management's UPS Position: Q2 2026 in Review

OFI Invest Asset Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 213,999 shares — an estimated $18.3M sold.

OFI Invest Asset Management first reported a position in UPS in Q3 2023 and held it in 6 quarters. The position peaked at $18.3M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • OFI Invest Asset Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 213,999 United Parcel Service shares in Q2 2026, an estimated $18.3M.
  • OFI Invest Asset Management first reported a position in United Parcel Service in Q3 2023 and held it in 6 quarters.
  • OFI Invest Asset Management's United Parcel Service position peaked at $18.3M in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.