Van Den Berg Management I’s United Parcel Service UPS Stock Holding History

Van Den Berg Management I’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	$2.75M	Buy	25,554 +361	+1%	+$37.5K	0.58%	47
2026 Q1	$2.48M	Sell	25,193 -12	-0%	-$1.29K	0.57%	48
2025 Q4	$2.5M	Buy	25,205 +1,465	+6%	+$137K	0.57%	45
2025 Q3	$1.98M	Buy	+23,740	New	+$2.15M	0.5%	45

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Van Den Berg Management I's UPS Position: Q2 2026 in Review

Van Den Berg Management I increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 25,554 shares worth $2.75M. The position accounts for 0.58% of the portfolio, ranked #47.

Van Den Berg Management I first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Van Den Berg Management I held 25,554 shares of United Parcel Service worth $2.75M as of Q2 2026.
Van Den Berg Management I bought 361 United Parcel Service shares in Q2 2026, an estimated $37.5K.
United Parcel Service made up 0.58% of Van Den Berg Management I's portfolio in Q2 2026, its #47 holding.
Van Den Berg Management I first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.