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Rakuten Investment Management’s United Parcel Service UPS Stock Holding History

Rakuten Investment 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 		$13.2M Buy
122,004
+12,012
+11% +$1.25M 0.04% 149
2026
Q1 		$10.4M Buy
109,992
+12,277
+13% +$1.32M 0.02% 160
2025
Q4 		$9.74M Buy
97,715
+80,975
+484% +$7.57M 0.03% 168
2025
Q3 		$622K Buy
+16,740
New +$1.52M ﹤0.01% 533
2025
Q1 		$7.38M Buy
+67,263
New +$8.04M 0.03% 144

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's UPS Position: Q2 2026 in Review

Rakuten Investment Management increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $1.25M and bringing the position to 122,004 shares worth $13.2M. The position accounts for 0.04% of the portfolio, ranked #149.

Rakuten Investment Management first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Rakuten Investment Management held 122,004 shares of United Parcel Service worth $13.2M as of Q2 2026.
  • Rakuten Investment Management bought 12,012 United Parcel Service shares in Q2 2026, an estimated $1.25M.
  • United Parcel Service made up 0.04% of Rakuten Investment Management's portfolio in Q2 2026, its #149 holding.
  • Rakuten Investment Management first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.