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UPS icon

&Partners’s United Parcel Service UPS Stock Holding History

&Partners’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 		$11.5M Buy
107,008
+5,643
+6% +$587K 0.05% 342
2026
Q1 		$10M Sell
101,365
-1,125
-1% -$121K 0.05% 323
2025
Q4 		$10.2M Buy
102,490
+18,019
+21% +$1.69M 0.05% 308
2025
Q3 		$7.04M Buy
84,471
+13,924
+20% +$1.26M 0.05% 341
2025
Q2 		$7.14M Sell
70,547
-10,758
-13% -$1.06M 0.05% 298
2025
Q1 		$8.93M Buy
81,305
+10,378
+15% +$1.24M 0.09% 204
2024
Q4 		$8.73M Buy
70,927
+17,105
+32% +$2.25M 0.1% 194
2024
Q3 		$7.32M Buy
53,822
+27,300
+103% +$3.58M 0.14% 153
2024
Q2 		$3.61M Buy
26,522
+19,981
+305% +$2.86M 0.16% 144
2024
Q1 		$972K Buy
6,541
+3,333
+104% +$507K 0.13% 157
2023
Q4 		$505K Buy
+3,208
New +$485K 0.12% 156

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

&Partners's UPS Position: Q2 2026 in Review

&Partners increased its United Parcel Service (UPS) stake by 5.6% in Q2 2026, buying an estimated $587K and bringing the position to 107,008 shares worth $11.5M. The position accounts for 0.05% of the portfolio, ranked #342.

&Partners first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • &Partners held 107,008 shares of United Parcel Service worth $11.5M as of Q2 2026.
  • &Partners bought 5,643 United Parcel Service shares in Q2 2026, an estimated $587K.
  • United Parcel Service made up 0.05% of &Partners's portfolio in Q2 2026, its #342 holding.
  • &Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.