Osaic Holdings
UPS icon

Osaic Holdings’s United Parcel Service UPS Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-40
Closed -$200 – 7642
2024
Q3 		$200 Buy
+40
New +$5.25K ﹤0.01% 7176
2020
Q3 		– Sell
-1
Closed -$1K – 6413
2020
Q2 		$1K Buy
+1
New +$100 ﹤0.01% 5998

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings's UPS Position: Q1 2026 in Review

Osaic Holdings increased its United Parcel Service (UPS) stake by 0.09% in Q1 2026, buying an estimated $30.1K and bringing the position to 323,295 shares worth $31.8M. The position accounts for 0.05% of the portfolio, ranked #412.

Osaic Holdings first reported a position in UPS in Q1 2020 and has held it in 25 quarters since. The position peaked at $89.4M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Osaic Holdings held 323,295 shares of United Parcel Service worth $31.8M as of Q1 2026.
  • Osaic Holdings bought 281 United Parcel Service shares in Q1 2026, an estimated $30.1K.
  • United Parcel Service made up 0.05% of Osaic Holdings's portfolio in Q1 2026, its #412 holding.
  • Osaic Holdings first reported a position in United Parcel Service in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's United Parcel Service position peaked at $89.4M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.