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Savant Capital’s United Parcel Service UPS Stock Holding History

Savant 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 		– Hold
0
– – – 1646
2026
Q1 		– Hold
0
– – – 1465
2025
Q4 		– Hold
0
– – – 1221

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

Savant Capital's UPS Position: Q2 2026 in Review

Savant Capital increased its United Parcel Service (UPS) stake by 151% in Q2 2026, buying an estimated $6.43M and bringing the position to 102,838 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #277.

Savant Capital first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Savant Capital held 102,838 shares of United Parcel Service worth $10.7M as of Q2 2026.
  • Savant Capital bought 61,857 United Parcel Service shares in Q2 2026, an estimated $6.43M.
  • United Parcel Service made up 0.03% of Savant Capital's portfolio in Q2 2026, its #277 holding.
  • Savant Capital first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.