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US Asset Management LLC’s United Parcel Service UPS Stock Holding History

US Asset Management LLC’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 		$211K Buy
+1,960
New +$204K 0.16% 107
2025
Q3 		– Sell
-2,008
Closed -$203K – 122
2025
Q2 		$203K Hold
2,008
– – 0.18% 122
2025
Q1 		$221K Sell
2,008
-15
-0.7% -$1.79K 0.21% 113
2024
Q4 		$255K Sell
2,023
-125
-6% -$16.5K 0.23% 109
2024
Q3 		$287K Sell
2,148
-7
-0.3% -$919 0.25% 100
2024
Q2 		$295K Sell
2,155
-54
-2% -$7.73K 0.27% 102
2024
Q1 		$328K Sell
2,209
-36
-2% -$5.47K 0.3% 100
2023
Q4 		$353K Buy
+2,245
New +$339K 0.35% 92
2023
Q2 		$404K Sell
2,253
-3
-0.1% -$533 0.43% 79
2023
Q1 		$438K Sell
2,256
-12
-0.5% -$2.2K 0.45% 72
2022
Q4 		$394K Buy
+2,268
New +$393K 0.43% 75
2022
Q2 		$414K Hold
2,268
– – 0.45% 68
2022
Q1 		$486K Hold
2,268
– – 0.45% 66
2021
Q4 		$486K Sell
2,268
-4
-0.2% -$814 0.47% 70
2021
Q3 		$414K Buy
+2,272
New +$448K 0.4% 76

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

US Asset Management LLC's UPS Position: Q2 2026 in Review

US Asset Management LLC opened a new position in United Parcel Service (UPS) in Q2 2026: 1,960 shares worth $211K. The stake represents 0.16% of the portfolio and ranks #107 among its holdings. This is a return to the name: US Asset Management LLC previously reported a position in UPS as recently as Q2 2025.

US Asset Management LLC first reported a position in UPS in Q3 2021 and has held it in 15 quarters since. The position peaked at $486K in Q1 2022. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • US Asset Management LLC held 1,960 shares of United Parcel Service worth $211K as of Q2 2026.
  • United Parcel Service was a new US Asset Management LLC position in Q2 2026.
  • United Parcel Service made up 0.16% of US Asset Management LLC's portfolio in Q2 2026, its #107 holding.
  • US Asset Management LLC first reported a position in United Parcel Service in Q3 2021 and has held it in 15 quarters since.
  • US Asset Management LLC's United Parcel Service position peaked at $486K in Q1 2022.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on US Asset Management LLC's 13F filing for Q2 2026, filed 12 Aug 2026.