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 $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

Osaic Holdings's UPS Position: Q2 2026 in Review

Osaic Holdings increased its United Parcel Service (UPS) stake by 10% in Q2 2026, buying an estimated $3.45M and bringing the position to 356,475 shares worth $38.3M. The position accounts for 0.05% of the portfolio, ranked #423.

Osaic Holdings first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $89.4M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Osaic Holdings held 356,475 shares of United Parcel Service worth $38.3M as of Q2 2026.
  • Osaic Holdings bought 33,180 United Parcel Service shares in Q2 2026, an estimated $3.45M.
  • United Parcel Service made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #423 holding.
  • Osaic Holdings first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's United Parcel Service position peaked at $89.4M in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.