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PYA Waltman Capital’s United Parcel Service UPS Stock Holding History

PYA Waltman Capital’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 		$6.74M Buy
62,676
+18,245
+41% +$1.9M 1.6% 17
2026
Q1 		$4.37M Buy
44,431
+2,692
+6% +$289K 1.21% 20
2025
Q4 		$4.14M Buy
41,739
+23,376
+127% +$2.19M 1.11% 20
2025
Q3 		$1.53M Sell
18,363
-11,567
-39% -$1.05M 0.41% 41
2025
Q2 		$3.02M Buy
29,930
+4,975
+20% +$489K 0.87% 28
2025
Q1 		$2.74M Buy
24,955
+5,680
+29% +$679K 0.86% 28
2024
Q4 		$2.43M Buy
19,275
+819
+4% +$108K 0.78% 33
2024
Q3 		$2.52M Buy
18,456
+1,267
+7% +$166K 0.82% 31
2024
Q2 		$2.35M Buy
17,189
+1,179
+7% +$169K 0.86% 29
2024
Q1 		$2.38M Buy
16,010
+1,722
+12% +$262K 0.88% 30
2023
Q4 		$2.25M Buy
14,288
+989
+7% +$150K 0.94% 26
2023
Q3 		$2.07M Buy
13,299
+4,046
+44% +$698K 0.88% 23
2023
Q2 		$1.62M Buy
9,253
+2,343
+34% +$416K 0.7% 25
2023
Q1 		$1.34M Buy
6,910
+2,011
+41% +$369K 0.67% 22
2022
Q4 		$852K Buy
4,899
+826
+20% +$143K 0.45% 27
2022
Q3 		$658K Buy
4,073
+1,609
+65% +$305K 0.39% 25
2022
Q2 		$450K Buy
2,464
+891
+57% +$163K 0.25% 29
2022
Q1 		$337K Hold
1,573
– – 0.17% 33
2021
Q4 		$337K Hold
1,573
– – 0.17% 31
2021
Q3 		$286K Hold
1,573
– – 0.16% 32
2021
Q2 		$327K Hold
1,573
– – 0.17% 32
2021
Q1 		$267K Hold
1,573
– – 0.15% 33
2020
Q4 		$265K Hold
1,573
– – 0.16% 34
2020
Q3 		$262K Buy
+1,573
New +$229K 0.18% 33

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

PYA Waltman Capital's UPS Position: Q2 2026 in Review

PYA Waltman Capital increased its United Parcel Service (UPS) stake by 41% in Q2 2026, buying an estimated $1.9M and bringing the position to 62,676 shares worth $6.74M. The position accounts for 1.6% of the portfolio, ranked #17.

PYA Waltman Capital first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • PYA Waltman Capital held 62,676 shares of United Parcel Service worth $6.74M as of Q2 2026.
  • PYA Waltman Capital bought 18,245 United Parcel Service shares in Q2 2026, an estimated $1.9M.
  • United Parcel Service made up 1.6% of PYA Waltman Capital's portfolio in Q2 2026, its #17 holding.
  • PYA Waltman Capital first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.