PS
UPS icon

Principal Securities’s United Parcel Service UPS Stock Holding History

Principal Securities’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 		$2.98M Buy
27,685
+412
+2% +$42.8K 0.04% 411
2026
Q1 		$2.68M Buy
27,273
+913
+3% +$97.9K 0.04% 395
2025
Q4 		$2.61M Buy
26,360
+1,253
+5% +$117K 0.04% 389
2025
Q3 		$2.1M Buy
25,107
+1,407
+6% +$127K 0.03% 446
2025
Q2 		$2.39M Sell
23,700
-18,555
-44% -$1.83M 0.05% 359
2025
Q1 		$5.33M Buy
42,255
+8
+0% +$957 0.12% 164
2024
Q4 		$5.33M Buy
42,247
+1,172
+3% +$154K 0.12% 163
2024
Q3 		$5.6M Buy
41,075
+17,963
+78% +$2.36M 0.14% 148
2024
Q2 		$3.16M Sell
23,112
-128
-0.6% -$18.3K 0.09% 219
2024
Q1 		$3.45M Buy
23,240
+934
+4% +$142K 0.11% 184
2023
Q4 		$3.51M Buy
+22,306
New +$3.37M 0.13% 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

Principal Securities's UPS Position: Q2 2026 in Review

Principal Securities increased its United Parcel Service (UPS) stake by 1.5% in Q2 2026, buying an estimated $42.8K and bringing the position to 27,685 shares worth $2.98M. The position accounts for 0.04% of the portfolio, ranked #411.

Principal Securities first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Principal Securities held 27,685 shares of United Parcel Service worth $2.98M as of Q2 2026.
  • Principal Securities bought 412 United Parcel Service shares in Q2 2026, an estimated $42.8K.
  • United Parcel Service made up 0.04% of Principal Securities's portfolio in Q2 2026, its #411 holding.
  • Principal Securities first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's United Parcel Service position peaked at $5.6M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.