Stone House Investment Management’s United Parcel Service UPS Stock Holding History

Stone House 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	$20.6K	Buy	192 +150	+357%	+$15.6K	﹤0.01%	324
2026 Q1	$4.08K	Buy	42 +16	+62%	+$1.72K	﹤0.01%	486
2025 Q4	$2.53K	Buy	26 +22	+550%	+$2.06K	﹤0.01%	531
2025 Q3	$292	Sell	4 -3	-43%	-$272	﹤0.01%	697
2025 Q2	$707	Buy	+7	New	+$689	﹤0.01%	475
2019 Q2	–	Sell	-480	Closed	-$54K	–	196
2019 Q1	$54K	Buy	+480	New	+$50.9K	0.03%	87

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone House Investment Management's UPS Position: Q2 2026 in Review

Stone House Investment Management increased its United Parcel Service (UPS) stake by 357% in Q2 2026, buying an estimated $15.6K and bringing the position to 192 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Stone House Investment Management first reported a position in UPS in Q1 2019 and has held it in 6 quarters since. The position peaked at $54K in Q1 2019. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Stone House Investment Management held 192 shares of United Parcel Service worth $20.6K as of Q2 2026.
Stone House Investment Management bought 150 United Parcel Service shares in Q2 2026, an estimated $15.6K.
United Parcel Service made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #324 holding.
Stone House Investment Management first reported a position in United Parcel Service in Q1 2019 and has held it in 6 quarters since.
Stone House Investment Management's United Parcel Service position peaked at $54K in Q1 2019.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.