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Perennial Investment Advisors’s United Parcel Service UPS Stock Holding History

Perennial Investment 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 		$217K Buy
+2,014
New +$209K 0.01% 531
2025
Q2 		– Sell
-1,872
Closed -$206K – 500
2025
Q1 		$206K Buy
+1,872
New +$224K 0.02% 406
2024
Q4 		– Sell
-2,674
Closed -$365K – 439
2024
Q3 		$365K Buy
2,674
+885
+49% +$116K 0.05% 258
2024
Q2 		$245K Buy
1,789
+36
+2% +$5.15K 0.04% 313
2024
Q1 		$260K Sell
1,753
-279
-14% -$42.4K 0.04% 279
2023
Q4 		$320K Sell
2,032
-361
-15% -$54.6K 0.05% 234
2023
Q3 		$373K Sell
2,393
-95
-4% -$16.4K 0.07% 203
2023
Q2 		$446K Buy
2,488
+3
+0.1% +$533 0.08% 193
2023
Q1 		$482K Hold
2,485
– – 0.09% 178
2022
Q4 		$432K Buy
2,485
+42
+2% +$7.27K 0.18% 117
2022
Q3 		$395K Buy
2,443
+511
+26% +$96.8K 0.18% 109
2022
Q2 		$352K Hold
1,932
– – 0.14% 130
2022
Q1 		$414K Sell
1,932
-737
-28% -$157K 0.13% 134
2021
Q4 		$569K Buy
2,669
+432
+19% +$87.9K 0.18% 104
2021
Q3 		$407K Sell
2,237
-18
-0.8% -$3.55K 0.14% 132
2021
Q2 		$469K Sell
2,255
-18
-0.8% -$3.6K 0.17% 114
2021
Q1 		$386K Buy
+2,273
New +$368K 0.15% 120

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's UPS Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,014 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in UPS as recently as Q1 2025.

Perennial Investment Advisors first reported a position in UPS in Q1 2021 and has held it in 17 quarters since. The position peaked at $569K in Q4 2021. 2,148 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Perennial Investment Advisors held 2,014 shares of United Parcel Service worth $217K as of Q2 2026.
  • United Parcel Service was a new Perennial Investment Advisors position in Q2 2026.
  • United Parcel Service made up 0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #531 holding.
  • Perennial Investment Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 17 quarters since.
  • Perennial Investment Advisors's United Parcel Service position peaked at $569K in Q4 2021.
  • 2,148 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.