Vanguard Personalized Indexing Management
UPS icon

Vanguard Personalized Indexing Management’s United Parcel Service UPS Stock Holding History

Vanguard Personalized Indexing 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 		$8.58M Buy
79,794
+5,063
+7% +$526K 0.07% 231
2026
Q1 		$7.35M Buy
74,731
+1,411
+2% +$151K 0.07% 237
2025
Q4 		$7.27M Buy
73,320
+19,365
+36% +$1.81M 0.07% 227
2025
Q3 		$4.51M Sell
53,955
-20,488
-28% -$1.86M 0.05% 343
2025
Q2 		$7.52M Buy
74,443
+22,298
+43% +$2.19M 0.08% 201
2025
Q1 		$5.74M Buy
52,145
+3,223
+7% +$385K 0.08% 208
2024
Q4 		$6.17M Sell
48,922
-682
-1% -$89.8K 0.09% 180
2024
Q3 		$6.76M Buy
49,604
+252
+0.5% +$33.1K 0.11% 156
2024
Q2 		$6.7M Sell
49,352
-4,624
-9% -$662K 0.13% 133
2024
Q1 		$8.02M Buy
53,976
+11,379
+27% +$1.73M 0.17% 97
2023
Q4 		$6.7M Buy
42,597
+861
+2% +$130K 0.17% 98
2023
Q3 		$6.51M Sell
41,736
-2,402
-5% -$415K 0.19% 83
2023
Q2 		$7.91M Sell
44,138
-3,441
-7% -$611K 0.24% 65
2023
Q1 		$9.23M Buy
47,579
+13,705
+40% +$2.51M 0.32% 47
2022
Q4 		$5.89M Sell
33,874
-10,867
-24% -$1.88M 0.24% 67
2022
Q3 		$7.23M Buy
44,741
+6,615
+17% +$1.25M 0.33% 49
2022
Q2 		$6.96M Buy
38,126
+10,048
+36% +$1.83M 0.32% 43
2022
Q1 		$6.02M Buy
28,078
+5,660
+25% +$1.2M 0.29% 59
2021
Q4 		$4.8M Buy
22,418
+8,425
+60% +$1.71M 0.28% 57
2021
Q3 		$2.55M Buy
13,993
+836
+6% +$165K 0.23% 81
2021
Q2 		$2.74M Buy
13,157
+4,548
+53% +$910K 0.29% 59
2021
Q1 		$1.46M Buy
8,609
+2,258
+36% +$365K 0.22% 91
2020
Q4 		$1.07M Buy
6,351
+302
+5% +$51K 0.23% 90
2020
Q3 		$1.01M Buy
6,049
+2,918
+93% +$425K 0.28% 77
2020
Q2 		$348K Buy
+3,131
New +$313K 0.16% 164

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

Vanguard Personalized Indexing Management's UPS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its United Parcel Service (UPS) stake by 6.8% in Q2 2026, buying an estimated $526K and bringing the position to 79,794 shares worth $8.58M. The position accounts for 0.07% of the portfolio, ranked #231.

Vanguard Personalized Indexing Management first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.23M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 79,794 shares of United Parcel Service worth $8.58M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 5,063 United Parcel Service shares in Q2 2026, an estimated $526K.
  • United Parcel Service made up 0.07% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #231 holding.
  • Vanguard Personalized Indexing Management first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's United Parcel Service position peaked at $9.23M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.