Portfolio Design Labs’s United Parcel Service UPS Stock Holding History

Portfolio Design Labs’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	$1.33M	Buy	12,356 +105	+0.9%	+$10.9K	0.22%	94
2026 Q1	$1.21M	Sell	12,251 -893	-7%	-$95.8K	0.21%	101
2025 Q4	$1.3M	Buy	13,144 +6,329	+93%	+$592K	0.22%	117
2025 Q3	$569K	Sell	6,815 -16,219	-70%	-$1.47M	0.1%	157
2025 Q2	$2.33M	Sell	23,034 -2,674	-10%	-$263K	0.46%	62
2025 Q1	$2.83M	Buy	+25,708	New	+$3.07M	0.58%	59
2024 Q1	–	Sell	-17,171	Closed	-$2.7M	–	148
2023 Q4	$2.7M	Buy	+17,171	New	+$2.6M	1.02%	32

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portfolio Design Labs's UPS Position: Q2 2026 in Review

Portfolio Design Labs increased its United Parcel Service (UPS) stake by 0.86% in Q2 2026, buying an estimated $10.9K and bringing the position to 12,356 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #94.

Portfolio Design Labs first reported a position in UPS in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2025. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Portfolio Design Labs held 12,356 shares of United Parcel Service worth $1.33M as of Q2 2026.
Portfolio Design Labs bought 105 United Parcel Service shares in Q2 2026, an estimated $10.9K.
United Parcel Service made up 0.22% of Portfolio Design Labs's portfolio in Q2 2026, its #94 holding.
Portfolio Design Labs first reported a position in United Parcel Service in Q4 2023 and has held it in 7 quarters since.
Portfolio Design Labs's United Parcel Service position peaked at $2.83M in Q1 2025.
2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.