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Syon Capital’s United Parcel Service UPS Stock Holding History

Syon 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 		$780K Buy
7,252
+112
+2% +$11.6K 0.03% 450
2026
Q1 		$702K Buy
7,140
+698
+11% +$74.9K 0.04% 430
2025
Q4 		$639K Buy
6,442
+1,603
+33% +$150K 0.03% 470
2025
Q3 		$404K Sell
4,839
-1,266
-21% -$115K 0.02% 564
2025
Q2 		$616K Buy
6,105
+1,865
+44% +$183K 0.04% 313
2025
Q1 		$466K Sell
4,240
-1,076
-20% -$129K 0.04% 330
2024
Q4 		$670K Buy
5,316
+831
+19% +$109K 0.06% 219
2024
Q3 		$612K Sell
4,485
-835
-16% -$110K 0.05% 236
2024
Q2 		$728K Sell
5,320
-1,208
-19% -$173K 0.07% 201
2024
Q1 		$970K Buy
6,528
+366
+6% +$55.6K 0.09% 159
2023
Q4 		$969K Buy
6,162
+1,562
+34% +$236K 0.1% 148
2023
Q3 		$717K Buy
+4,600
New +$794K 0.09% 140

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

Syon Capital's UPS Position: Q2 2026 in Review

Syon Capital increased its United Parcel Service (UPS) stake by 1.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 7,252 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #450.

Syon Capital first reported a position in UPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $970K in Q1 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Syon Capital held 7,252 shares of United Parcel Service worth $780K as of Q2 2026.
  • Syon Capital bought 112 United Parcel Service shares in Q2 2026, an estimated $11.6K.
  • United Parcel Service made up 0.03% of Syon Capital's portfolio in Q2 2026, its #450 holding.
  • Syon Capital first reported a position in United Parcel Service in Q3 2023 and has held it in 12 quarters since.
  • Syon Capital's United Parcel Service position peaked at $970K in Q1 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.