Ogorek Anthony Joseph’s United Parcel Service UPS Stock Holding History

Ogorek Anthony Joseph’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	$43K	Buy	402 +95	+31%	+$9.88K	0.01%	196
2026 Q1	$30K	Hold	307	–	–	0.01%	225
2025 Q4	$30K	Buy	307 +14	+5%	+$1.31K	0.01%	215
2025 Q3	$24K	Buy	293 +52	+22%	+$4.71K	0.01%	264
2025 Q2	$24K	Buy	241 +44	+22%	+$4.33K	0.01%	255
2025 Q1	$21K	Buy	+197	New	+$23.6K	0.01%	266
2024 Q3	–	Sell	-10	Closed	-$1K	–	290
2024 Q2	$1K	Sell	10 -17	-63%	-$2.43K	﹤0.01%	266
2024 Q1	$4K	Sell	27 -34	-56%	-$5.17K	﹤0.01%	247
2023 Q4	$9K	Sell	61 -4,534	-99%	-$686K	﹤0.01%	222
2023 Q3	$716K	Buy	4,595 +58	+1%	+$10K	0.28%	59
2023 Q2	$813K	Buy	4,537 +1,944	+75%	+$345K	0.31%	52
2023 Q1	$503K	Buy	+2,593	New	+$476K	0.21%	57

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

Ogorek Anthony Joseph's UPS Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its United Parcel Service (UPS) stake by 31% in Q2 2026, buying an estimated $9.88K and bringing the position to 402 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #196.

Ogorek Anthony Joseph first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. The position peaked at $813K in Q2 2023. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Ogorek Anthony Joseph held 402 shares of United Parcel Service worth $43K as of Q2 2026.
Ogorek Anthony Joseph bought 95 United Parcel Service shares in Q2 2026, an estimated $9.88K.
United Parcel Service made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #196 holding.
Ogorek Anthony Joseph first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
Ogorek Anthony Joseph's United Parcel Service position peaked at $813K in Q2 2023.
2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.