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Stack Financial Management’s United Parcel Service UPS Stock Holding History

Stack Financial 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 		$23.8M Buy
221,493
+2,288
+1% +$238K 1.86% 23
2026
Q1 		$21.6M Buy
219,205
+80,092
+58% +$8.59M 1.58% 25
2025
Q4 		$13.8M Buy
+139,113
New +$13M 1.05% 38
2023
Q4 		– Sell
-75,411
Closed -$11.8M – 45
2023
Q3 		$11.8M Buy
75,411
+652
+0.9% +$113K 1.37% 33
2023
Q2 		$13.4M Buy
74,759
+1,022
+1% +$181K 1.5% 29
2023
Q1 		$14.3M Buy
73,737
+654
+0.9% +$120K 1.74% 29
2022
Q4 		$12.7M Buy
73,083
+352
+0.5% +$60.9K 1.28% 30
2022
Q3 		$11.7M Buy
72,731
+824
+1% +$156K 1.23% 33
2022
Q2 		$13.1M Sell
71,907
-67
-0.1% -$12.2K 1.31% 33
2022
Q1 		$15.4M Buy
71,974
+2,854
+4% +$606K 1.24% 35
2021
Q4 		$14.8M Buy
69,120
+308
+0.4% +$62.6K 1.28% 38
2021
Q3 		$12.5M Buy
68,812
+463
+0.7% +$91.4K 1.2% 39
2021
Q2 		$14.2M Buy
68,349
+427
+0.6% +$85.4K 1.22% 40
2021
Q1 		$11.5M Buy
+67,922
New +$11M 0.98% 46

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

Stack Financial Management's UPS Position: Q2 2026 in Review

Stack Financial Management increased its United Parcel Service (UPS) stake by 1% in Q2 2026, buying an estimated $238K and bringing the position to 221,493 shares worth $23.8M. The position accounts for 1.86% of the portfolio, ranked #23.

Stack Financial Management first reported a position in UPS in Q1 2021 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Stack Financial Management held 221,493 shares of United Parcel Service worth $23.8M as of Q2 2026.
  • Stack Financial Management bought 2,288 United Parcel Service shares in Q2 2026, an estimated $238K.
  • United Parcel Service made up 1.86% of Stack Financial Management's portfolio in Q2 2026, its #23 holding.
  • Stack Financial Management first reported a position in United Parcel Service in Q1 2021 and has held it in 14 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.