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PSI Advisors’s United Parcel Service UPS Stock Holding History

PSI 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 		$307K Buy
+2,859
New +$297K 0.07% 120
2025
Q3 		– Sell
-3,850
Closed -$389K – 143
2025
Q2 		$389K Buy
3,850
+1,623
+73% +$160K 0.19% 70
2025
Q1 		$245K Buy
2,227
+771
+53% +$92.2K 0.08% 111
2024
Q4 		$184K Buy
1,456
+1,207
+485% +$159K 0.05% 131
2024
Q3 		$33.9K Buy
249
+200
+408% +$26.3K 0.01% 328
2024
Q2 		$6.71K Buy
49
+21
+75% +$3.01K ﹤0.01% 580
2024
Q1 		$4.16K Hold
28
– – ﹤0.01% 606
2023
Q4 		$4.4K Hold
28
– – ﹤0.01% 647
2023
Q3 		$4.36K Sell
28
-250
-90% -$43.2K ﹤0.01% 611
2023
Q2 		$49.8K Buy
278
+250
+893% +$44.4K 0.02% 243
2023
Q1 		$5.43K Hold
28
– – ﹤0.01% 520
2022
Q4 		$4.87K Sell
28
-68
-71% -$11.8K ﹤0.01% 517
2022
Q3 		$16K Hold
96
– – 0.01% 360
2022
Q2 		$18K Sell
96
-90
-48% -$16.4K 0.01% 368
2022
Q1 		$40K Hold
186
– – 0.02% 288
2021
Q4 		$40K Hold
186
– – 0.02% 302
2021
Q3 		$34K Buy
+186
New +$36.7K 0.02% 324
2020
Q1 		– Sell
-68
Closed -$7K – 555
2019
Q4 		$7K Buy
+68
New +$8.05K ﹤0.01% 510

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

PSI Advisors's UPS Position: Q2 2026 in Review

PSI Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 2,859 shares worth $307K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings. This is a return to the name: PSI Advisors previously reported a position in UPS as recently as Q2 2025.

PSI Advisors first reported a position in UPS in Q4 2019 and has held it in 18 quarters since. The position peaked at $389K in Q2 2025. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • PSI Advisors held 2,859 shares of United Parcel Service worth $307K as of Q2 2026.
  • United Parcel Service was a new PSI Advisors position in Q2 2026.
  • United Parcel Service made up 0.07% of PSI Advisors's portfolio in Q2 2026, its #120 holding.
  • PSI Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 18 quarters since.
  • PSI Advisors's United Parcel Service position peaked at $389K in Q2 2025.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.