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UPS icon

TOBAM’s United Parcel Service UPS Stock Holding History

TOBAM’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 		$503K Buy
+4,676
New +$486K 0.12% 142
2026
Q1 		– Sell
-141
Closed -$14K – 288
2025
Q4 		$14K Sell
141
-52
-27% -$4.86K ﹤0.01% 245
2025
Q3 		$16K Hold
193
– – 0.01% 209
2025
Q2 		$19K Sell
193
-7,004
-97% -$689K 0.01% 207
2025
Q1 		$792K Buy
7,197
+6,149
+587% +$735K 0.34% 73
2024
Q4 		$132K Sell
1,048
-251
-19% -$33K 0.04% 189
2024
Q3 		$177K Hold
1,299
– – 0.03% 192
2024
Q2 		$178K Sell
1,299
-2,867
-69% -$410K 0.03% 191
2024
Q1 		$619K Sell
4,166
-810
-16% -$123K 0.06% 125
2023
Q4 		$782K Buy
4,976
+1,026
+26% +$155K 0.07% 98
2023
Q3 		$616K Buy
3,950
+67
+2% +$11.6K 0.05% 123
2023
Q2 		$696K Hold
3,883
– – 0.05% 128
2023
Q1 		$753K Sell
3,883
-238
-6% -$43.7K 0.05% 126
2022
Q4 		$716K Sell
4,121
-25,495
-86% -$4.41M 0.05% 124
2022
Q3 		$4.78M Sell
29,616
-22,687
-43% -$4.3M 0.33% 69
2022
Q2 		$9.55M Sell
52,303
-36,240
-41% -$6.61M 0.6% 54
2022
Q1 		$19M Sell
88,543
-560
-0.6% -$119K 0.96% 38
2021
Q4 		$19.1M Buy
89,103
+951
+1% +$193K 0.86% 47
2021
Q3 		$16.1M Buy
88,152
+13,230
+18% +$2.61M 0.68% 56
2021
Q2 		$15.6M Buy
74,922
+16,778
+29% +$3.36M 0.62% 58
2021
Q1 		$9.88M Buy
58,144
+9,534
+20% +$1.54M 0.42% 67
2020
Q4 		$8.19M Buy
48,610
+9,538
+24% +$1.61M 0.36% 75
2020
Q3 		$6.51M Buy
+39,072
New +$5.69M 0.33% 72

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 $3.38T AUM 44.17% 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

TOBAM's UPS Position: Q2 2026 in Review

TOBAM opened a new position in United Parcel Service (UPS) in Q2 2026: 4,676 shares worth $503K. The stake represents 0.12% of the portfolio and ranks #142 among its holdings. This is a return to the name: TOBAM previously reported a position in UPS as recently as Q4 2025.

TOBAM first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $19.1M in Q4 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • TOBAM held 4,676 shares of United Parcel Service worth $503K as of Q2 2026.
  • United Parcel Service was a new TOBAM position in Q2 2026.
  • United Parcel Service made up 0.12% of TOBAM's portfolio in Q2 2026, its #142 holding.
  • TOBAM first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • TOBAM's United Parcel Service position peaked at $19.1M in Q4 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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