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Potomac Fund Management’s United Parcel Service UPS Stock Holding History

Potomac Fund Management’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 		– Sell
-11,879
Closed -$1.17M – 121
2026
Q1 		$1.17M Buy
11,879
+555
+5% +$59.5K 0.04% 51
2025
Q4 		$1.12M Buy
11,324
+90
+0.8% +$8.42K 0.04% 49
2025
Q3 		$938K Buy
11,234
+126
+1% +$11.4K 0.04% 55
2025
Q2 		$1.11M Buy
11,108
+523
+5% +$51.5K 0.06% 49
2025
Q1 		$1.02M Buy
10,585
+1,114
+12% +$133K 0.45% 32
2024
Q4 		$1.19M Buy
+9,471
New +$1.25M 0.07% 45

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

Potomac Fund Management's UPS Position: Q2 2026 in Review

Potomac Fund Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 11,879 shares — an estimated $1.17M sold.

Potomac Fund Management first reported a position in UPS in Q4 2024 and held it in 6 quarters. The position peaked at $1.19M in Q4 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Potomac Fund Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Potomac Fund Management sold 11,879 United Parcel Service shares in Q2 2026, an estimated $1.17M.
  • Potomac Fund Management first reported a position in United Parcel Service in Q4 2024 and held it in 6 quarters.
  • Potomac Fund Management's United Parcel Service position peaked at $1.19M in Q4 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.