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Princeton Global Asset Management’s United Parcel Service UPS Stock Holding History

Princeton Global Asset 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 		$20.4K Sell
190
-275
-59% -$28.6K ﹤0.01% 482
2026
Q1 		$45.7K Buy
465
+11
+2% +$1.18K 0.01% 362
2025
Q4 		$45K Buy
454
+321
+241% +$30K 0.01% 357
2025
Q3 		$11.1K Hold
133
– – ﹤0.01% 523
2025
Q2 		$13.4K Buy
133
+103
+343% +$10.1K ﹤0.01% 481
2025
Q1 		$3.3K Sell
30
-216
-88% -$25.8K ﹤0.01% 521
2024
Q4 		$31K Hold
246
– – 0.01% 374
2024
Q3 		$33.5K Buy
246
+216
+720% +$28.4K 0.01% 363
2024
Q2 		$4.11K Sell
30
-15,359
-100% -$2.2M ﹤0.01% 544
2024
Q1 		$2.29M Sell
15,389
-452
-3% -$68.7K 0.54% 57
2023
Q4 		$2.49M Sell
15,841
-4,620
-23% -$699K 0.63% 54
2023
Q3 		$3.19M Sell
20,461
-423
-2% -$73K 0.91% 34
2023
Q2 		$3.74M Sell
20,884
-464
-2% -$82.4K 1.09% 23
2023
Q1 		$4.14M Buy
21,348
+2,202
+12% +$404K 1.19% 21
2022
Q4 		$3.33M Buy
19,146
+244
+1% +$42.2K 1.08% 28
2022
Q3 		$3.05M Sell
18,902
-256
-1% -$48.5K 1.06% 28
2022
Q2 		$3.5M Buy
19,158
+263
+1% +$48K 1.13% 25
2022
Q1 		$4.05M Buy
18,895
+5,006
+36% +$1.06M 1.13% 21
2021
Q4 		$2.98M Sell
13,889
-55
-0.4% -$11.2K 0.83% 35
2021
Q3 		$2.54M Buy
13,944
+239
+2% +$47.2K 0.77% 42
2021
Q2 		$2.85M Buy
13,705
+686
+5% +$137K 0.87% 38
2021
Q1 		$2.21M Buy
13,019
+697
+6% +$113K 0.72% 44
2020
Q4 		$2.08M Buy
12,322
+5,352
+77% +$903K 0.73% 44
2020
Q3 		$1.16M Buy
6,970
+6,790
+3,772% +$989K 0.47% 60
2020
Q2 		$20K Buy
180
+30
+20% +$3K 0.01% 353
2020
Q1 		$14K Sell
150
-113
-43% -$11.7K 0.01% 351
2019
Q4 		$31 Buy
+263
New +$31.1K 0.01% 285

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

Princeton Global Asset Management's UPS Position: Q2 2026 in Review

Princeton Global Asset Management reduced its United Parcel Service (UPS) stake by 59% in Q2 2026, selling an estimated $28.6K and leaving 190 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Princeton Global Asset Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.14M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Princeton Global Asset Management held 190 shares of United Parcel Service worth $20.4K as of Q2 2026.
  • Princeton Global Asset Management sold 275 United Parcel Service shares in Q2 2026, an estimated $28.6K.
  • United Parcel Service made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #482 holding.
  • Princeton Global Asset Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Princeton Global Asset Management's United Parcel Service position peaked at $4.14M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.