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Tocqueville Asset Management’s United Parcel Service UPS Stock Holding History

Tocqueville Asset 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 		$5.57M Buy
51,794
+3,620
+8% +$376K 0.07% 203
2026
Q1 		$4.74M Buy
48,174
+11,841
+33% +$1.27M 0.07% 210
2025
Q4 		$3.6M Sell
36,333
-13,256
-27% -$1.24M 0.05% 237
2025
Q3 		$4.14M Buy
49,589
+879
+2% +$79.6K 0.06% 236
2025
Q2 		$4.92M Buy
48,710
+21,080
+76% +$2.07M 0.07% 215
2025
Q1 		$3.04M Sell
27,630
-26,234
-49% -$3.14M 0.05% 229
2024
Q4 		$6.79M Buy
53,864
+10,419
+24% +$1.37M 0.11% 157
2024
Q3 		$5.92M Buy
43,445
+13,539
+45% +$1.78M 0.09% 168
2024
Q2 		$4.09M Buy
29,906
+7,674
+35% +$1.1M 0.07% 194
2024
Q1 		$3.3M Buy
22,232
+19,964
+880% +$3.03M 0.05% 223
2023
Q4 		$357K Sell
2,268
-390
-15% -$59K 0.01% 434
2023
Q3 		$414K Hold
2,658
– – 0.01% 417
2023
Q2 		$476K Buy
2,658
+43
+2% +$7.63K 0.01% 416
2023
Q1 		$507K Hold
2,615
– – 0.01% 414
2022
Q4 		$455K Sell
2,615
-1,000
-28% -$173K 0.01% 448
2022
Q3 		$584K Buy
3,615
+200
+6% +$37.9K 0.01% 429
2022
Q2 		$623K Buy
3,415
+200
+6% +$36.5K 0.01% 460
2022
Q1 		$689K Sell
3,215
-580
-15% -$123K 0.01% 476
2021
Q4 		$813K Sell
3,795
-115
-3% -$23.4K 0.01% 492
2021
Q3 		$712K Buy
3,910
+5
+0.1% +$987 0.01% 486
2021
Q2 		$812K Sell
3,905
-961
-20% -$192K 0.01% 475
2021
Q1 		$827K Sell
4,866
-6,167
-56% -$998K 0.01% 473
2020
Q4 		$1.86M Sell
11,033
-822
-7% -$139K 0.03% 354
2020
Q3 		$1.98M Buy
11,855
+122
+1% +$17.8K 0.04% 312
2020
Q2 		$1.3M Sell
11,733
-864
-7% -$86.2K 0.03% 354
2020
Q1 		$1.18M Sell
12,597
-52,095
-81% -$5.4M 0.03% 338
2019
Q4 		$7.57M Sell
64,692
-7,605
-11% -$900K 0.11% 193
2019
Q3 		$8.66M Sell
72,297
-5,615
-7% -$642K 0.12% 189
2019
Q2 		$8.05M Sell
77,912
-2,485
-3% -$258K 0.1% 216
2019
Q1 		$8.98M Sell
80,397
-13,055
-14% -$1.38M 0.12% 197
2018
Q4 		$9.11M Sell
93,452
-8,774
-9% -$951K 0.14% 176
2018
Q3 		$11.9M Sell
102,226
-12,992
-11% -$1.53M 0.15% 175
2018
Q2 		$12.2M Sell
115,218
-5,629
-5% -$632K 0.16% 167
2018
Q1 		$12.6M Buy
120,847
+10,572
+10% +$1.22M 0.16% 165
2017
Q4 		$13.1M Buy
110,275
+70,895
+180% +$8.33M 0.15% 173
2017
Q3 		$4.73M Sell
39,380
-1,258
-3% -$143K 0.05% 326
2017
Q2 		$4.49M Sell
40,638
-1,772
-4% -$189K 0.05% 312
2017
Q1 		$4.55M Sell
42,410
-90,610
-68% -$9.9M 0.06% 305
2016
Q4 		$15.2M Sell
133,020
-3,044
-2% -$343K 0.2% 152
2016
Q3 		$14.9M Buy
136,064
+1,070
+0.8% +$117K 0.18% 152
2016
Q2 		$14.5M Buy
134,994
+107,346
+388% +$11.2M 0.17% 143
2016
Q1 		$2.92M Buy
27,648
+3,320
+14% +$323K 0.04% 341
2015
Q4 		$2.34M Buy
24,328
+4,415
+22% +$451K 0.03% 393
2015
Q3 		$1.97M Sell
19,913
-100
-0.5% -$9.88K 0.03% 439
2015
Q2 		$1.94M Sell
20,013
-6,475
-24% -$643K 0.02% 467
2015
Q1 		$2.57M Buy
26,488
+6,587
+33% +$676K 0.03% 434
2014
Q4 		$2.21M Buy
19,901
+4,886
+33% +$516K 0.02% 463
2014
Q3 		$1.48M Sell
15,015
-1,184
-7% -$118K 0.02% 464
2014
Q2 		$1.66M Sell
16,199
-2,773
-15% -$278K 0.02% 496
2014
Q1 		$1.85M Sell
18,972
-66,115
-78% -$6.44M 0.02% 388
2013
Q4 		$8.94M Buy
85,087
+637
+0.8% +$62.7K 0.12% 180
2013
Q3 		$7.72M Buy
84,450
+3,765
+5% +$331K 0.1% 241
2013
Q2 		$6.98M Buy
+80,685
New +$6.92M 0.09% 240

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

Tocqueville Asset Management's UPS Position: Q2 2026 in Review

Tocqueville Asset Management increased its United Parcel Service (UPS) stake by 7.5% in Q2 2026, buying an estimated $376K and bringing the position to 51,794 shares worth $5.57M. The position accounts for 0.07% of the portfolio, ranked #203.

Tocqueville Asset Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q4 2016. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tocqueville Asset Management held 51,794 shares of United Parcel Service worth $5.57M as of Q2 2026.
  • Tocqueville Asset Management bought 3,620 United Parcel Service shares in Q2 2026, an estimated $376K.
  • United Parcel Service made up 0.07% of Tocqueville Asset Management's portfolio in Q2 2026, its #203 holding.
  • Tocqueville Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Tocqueville Asset Management's United Parcel Service position peaked at $15.2M in Q4 2016.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.