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U.S. Global Investors (USGI)’s United Parcel Service UPS Stock Holding History

U.S. Global Investors (USGI)’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 		$541K Sell
5,034
-323
-6% -$33.6K 0.05% 96
2026
Q1 		$527K Buy
5,357
+1,984
+59% +$213K 0.06% 103
2025
Q4 		$335K Buy
3,373
+1
+0% +$94 0.04% 101
2025
Q3 		$282K Buy
3,372
+897
+36% +$81.2K 0.03% 106
2025
Q2 		$250K Buy
2,475
+774
+46% +$76.1K 0.03% 105
2025
Q1 		$187K Buy
1,701
+310
+22% +$37.1K 0.02% 114
2024
Q4 		$175K Sell
1,391
-108
-7% -$14.2K 0.02% 111
2024
Q3 		$204K Buy
1,499
+304
+25% +$39.9K 0.02% 119
2024
Q2 		$166K Hold
1,195
– – 0.02% 115
2024
Q1 		$178K Buy
1,195
+263
+28% +$40K 0.01% 114
2023
Q4 		$147K Buy
932
+272
+41% +$41.1K 0.01% 112
2023
Q3 		$103K Buy
660
+53
+9% +$9.15K 0.01% 105
2023
Q2 		$109K Buy
607
+4
+0.7% +$710 0.01% 104
2023
Q1 		$117K Sell
603
-195
-24% -$35.8K 0.01% 107
2022
Q4 		$139K Sell
798
-21
-3% -$3.63K 0.01% 105
2022
Q3 		$132K Sell
819
-650
-44% -$123K 0.01% 103
2022
Q2 		$268K Buy
1,469
+18
+1% +$3.28K 0.01% 98
2022
Q1 		$311K Buy
+1,451
New +$308K 0.01% 105
2018
Q4 		– Sell
-19,559
Closed -$2.28M – 163
2018
Q3 		$2.28M Buy
19,559
+2,359
+14% +$278K 1.1% 23
2018
Q2 		$1.83M Buy
+17,200
New +$1.93M 0.83% 28
2016
Q4 		– Sell
-17,520
Closed -$1.92M – 217
2016
Q3 		$1.92M Buy
17,520
+1,163
+7% +$127K 0.91% 24
2016
Q2 		$1.76M Sell
16,357
-100
-0.6% -$10.4K 0.97% 24
2016
Q1 		$1.74M Buy
+16,457
New +$1.6M 0.93% 32

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

U.S. Global Investors (USGI)'s UPS Position: Q2 2026 in Review

U.S. Global Investors (USGI) reduced its United Parcel Service (UPS) stake by 6% in Q2 2026, selling an estimated $33.6K and leaving 5,034 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #96.

U.S. Global Investors (USGI) first reported a position in UPS in Q1 2016 and has held it in 23 quarters since. The position peaked at $2.28M in Q3 2018. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • U.S. Global Investors (USGI) held 5,034 shares of United Parcel Service worth $541K as of Q2 2026.
  • U.S. Global Investors (USGI) sold 323 United Parcel Service shares in Q2 2026, an estimated $33.6K.
  • United Parcel Service made up 0.05% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #96 holding.
  • U.S. Global Investors (USGI) first reported a position in United Parcel Service in Q1 2016 and has held it in 23 quarters since.
  • U.S. Global Investors (USGI)'s United Parcel Service position peaked at $2.28M in Q3 2018.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.