O'Shaughnessy Asset Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$839K Hold
7,800
– – ﹤0.01% 1353
2026
Q1
$767K Buy
+7,800
New +$837K ﹤0.01% 1317

Other funds holding UPS

O'Shaughnessy Asset Management's UPS Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its United Parcel Service (UPS) stake by 38% in Q2 2026, buying an estimated $14.2M and bringing the position to 492,789 shares worth $53M. The position accounts for 0.24% of the portfolio, ranked #80.

O'Shaughnessy Asset Management first reported a position in UPS in Q1 2015 and has held it in 38 quarters since. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • O'Shaughnessy Asset Management held 492,789 shares of United Parcel Service worth $53M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 136,857 United Parcel Service shares in Q2 2026, an estimated $14.2M.
  • United Parcel Service made up 0.24% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #80 holding.
  • O'Shaughnessy Asset Management first reported a position in United Parcel Service in Q1 2015 and has held it in 38 quarters since.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.