Vaughan & Co Securities’s United Parcel Service UPS Stock Holding History

Vaughan & Co Securities’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	$855K	Sell	7,954 -434	-5%	-$45.1K	0.4%	22
2026 Q1	$825K	Sell	8,388 -465	-5%	-$49.9K	0.43%	24
2025 Q4	$878K	Sell	8,853 -654	-7%	-$61.2K	0.45%	20
2025 Q3	$794K	Buy	9,507 +4,346	+84%	+$394K	0.42%	24
2025 Q2	$521K	Hold	5,161	–	–	0.3%	44
2025 Q1	$568K	Buy	+5,161	New	+$617K	0.35%	43
2020 Q2	–	Sell	-125	Closed	-$11.7K	–	143
2020 Q1	$11.7K	Hold	125	–	–	0.01%	133
2019 Q4	$14.6K	Buy	+125	New	+$14.8K	0.01%	135

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 $3.37T AUM 44.26% 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

Vaughan & Co Securities's UPS Position: Q2 2026 in Review

Vaughan & Co Securities reduced its United Parcel Service (UPS) stake by 5.2% in Q2 2026, selling an estimated $45.1K and leaving 7,954 shares worth $855K. The position accounts for 0.4% of the portfolio, ranked #22.

Vaughan & Co Securities first reported a position in UPS in Q4 2019 and has held it in 8 quarters since. The position peaked at $878K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Vaughan & Co Securities held 7,954 shares of United Parcel Service worth $855K as of Q2 2026.
Vaughan & Co Securities sold 434 United Parcel Service shares in Q2 2026, an estimated $45.1K.
United Parcel Service made up 0.4% of Vaughan & Co Securities's portfolio in Q2 2026, its #22 holding.
Vaughan & Co Securities first reported a position in United Parcel Service in Q4 2019 and has held it in 8 quarters since.
Vaughan & Co Securities's United Parcel Service position peaked at $878K in Q4 2025.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vaughan & Co Securities's 13F filing for Q2 2026, filed 3 Aug 2026.