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Operose Advisors’s United Parcel Service UPS Stock Holding History

Operose Advisors’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 		$215 Buy
+2
New +$208 ﹤0.01% 518
2025
Q4 		– Sell
-1,484
Closed -$124K – 496
2025
Q3 		$124K Buy
1,484
+387
+35% +$35.1K 0.03% 179
2025
Q2 		$111K Buy
1,097
+779
+245% +$76.6K 0.03% 173
2025
Q1 		$35K Hold
318
– – 0.01% 241
2024
Q4 		$40.1K Sell
318
-249
-44% -$32.8K 0.01% 226
2024
Q3 		$77.3K Sell
567
-115
-17% -$15.1K 0.03% 219
2024
Q2 		$93.3K Hold
682
– – 0.03% 190
2024
Q1 		$101K Buy
682
+37
+6% +$5.62K 0.03% 196
2023
Q4 		$101K Sell
645
-217
-25% -$32.8K 0.04% 157
2023
Q3 		$134K Buy
862
+544
+171% +$93.9K 0.05% 179
2023
Q2 		$57K Sell
318
-49
-13% -$8.7K 0.03% 157
2023
Q1 		$71.2K Hold
367
– – 0.04% 137
2022
Q4 		$63.8K Hold
367
– – 0.03% 142
2022
Q3 		$59K Buy
367
+49
+15% +$9.28K 0.04% 140
2022
Q2 		$58K Hold
318
– – 0.04% 134
2022
Q1 		$68K Hold
318
– – 0.05% 130
2021
Q4 		$68K Buy
+318
New +$64.7K 0.06% 119

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

Operose Advisors's UPS Position: Q2 2026 in Review

Operose Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2 shares worth $215. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Operose Advisors previously reported a position in UPS as recently as Q3 2025.

Operose Advisors first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $134K in Q3 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Operose Advisors held 2 shares of United Parcel Service worth $215 as of Q2 2026.
  • United Parcel Service was a new Operose Advisors position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #518 holding.
  • Operose Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
  • Operose Advisors's United Parcel Service position peaked at $134K in Q3 2023.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.