SR
UPS icon

Syntax Research’s United Parcel Service UPS Stock Holding History

Syntax Research’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 		– Sell
-10,001
Closed -$984K – 187
2026
Q1 		$984K Sell
10,001
-2,699
-21% -$289K 0.63% 40
2025
Q4 		$1.26M Sell
12,700
-8,773
-41% -$821K 0.78% 38
2025
Q3 		$1.79M Buy
21,473
+14,970
+230% +$1.36M 1.15% 31
2025
Q2 		$656K Buy
6,503
+680
+12% +$66.9K 0.47% 43
2025
Q1 		$641K Buy
5,823
+965
+20% +$115K 0.44% 44
2024
Q4 		$613K Buy
4,858
+949
+24% +$125K 0.44% 40
2024
Q3 		$533K Buy
3,909
+3,808
+3,770% +$500K 0.36% 44
2024
Q2 		$13.8K Buy
+101
New +$14.5K 0.01% 122
2024
Q1 		– Sell
-31
Closed -$4.88K – 181
2023
Q4 		$4.88K Buy
+31
New +$4.69K ﹤0.01% 163

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

Syntax Research's UPS Position: Q2 2026 in Review

Syntax Research sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 10,001 shares — an estimated $984K sold.

Syntax Research first reported a position in UPS in Q4 2023 and held it in 9 quarters. The position peaked at $1.79M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Syntax Research reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Syntax Research sold 10,001 United Parcel Service shares in Q2 2026, an estimated $984K.
  • Syntax Research first reported a position in United Parcel Service in Q4 2023 and held it in 9 quarters.
  • Syntax Research's United Parcel Service position peaked at $1.79M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.