Vaughan Nelson Investment Management’s United Parcel Service UPS Stock Holding History

Vaughan Nelson Investment 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	$1.71M	Buy	15,870 +2,150	+16%	+$224K	0.02%	170
2026 Q1	$1.35M	Hold	13,720	–	–	0.01%	171
2025 Q4	$1.36M	Sell	13,720 -3,220	-19%	-$301K	0.01%	170
2025 Q3	$1.41M	Hold	16,940	–	–	0.01%	167
2025 Q2	$1.71M	Hold	16,940	–	–	0.02%	160
2025 Q1	$1.86M	Hold	16,940	–	–	0.02%	167
2024 Q4	$2.14M	Hold	16,940	–	–	0.02%	160
2024 Q3	$2.31M	Buy	16,940 +2,060	+14%	+$270K	0.02%	157
2024 Q2	$2.04M	Hold	14,880	–	–	0.02%	159
2024 Q1	$2.21M	Sell	14,880 -10	-0.1%	-$1.52K	0.02%	159
2023 Q4	$2.34M	Sell	14,890 -2,600	-15%	-$393K	0.02%	166
2023 Q3	$2.73M	Buy	17,490 +145	+0.8%	+$25K	0.03%	171
2023 Q2	$3.11M	Hold	17,345	–	–	0.03%	163
2023 Q1	$3.37M	Sell	17,345 -3,205	-16%	-$588K	0.04%	151
2022 Q4	$3.57M	Buy	20,550 +575	+3%	+$99.5K	0.05%	160
2022 Q3	$3.23M	Hold	19,975	–	–	0.05%	150
2022 Q2	$3.65M	Hold	19,975	–	–	0.05%	151
2022 Q1	$4.28M	Buy	19,975 +2,000	+11%	+$425K	0.05%	150
2021 Q4	$3.85M	Hold	17,975	–	–	0.04%	151
2021 Q3	$3.27M	Buy	17,975 +1,900	+12%	+$375K	0.03%	150
2021 Q2	$3.34M	Buy	16,075 +900	+6%	+$180K	0.03%	148
2021 Q1	$2.58M	Buy	15,175 +1,975	+15%	+$319K	0.03%	145
2020 Q4	$2.22M	Buy	13,200 +3,200	+32%	+$540K	0.03%	153
2020 Q3	$1.67M	Hold	10,000	–	–	0.02%	154
2020 Q2	$1.11M	Hold	10,000	–	–	0.02%	176
2020 Q1	$934K	Hold	10,000	–	–	0.02%	185
2019 Q4	$1.17M	Hold	10,000	–	–	0.01%	172
2019 Q3	$1.2M	Hold	10,000	–	–	0.02%	169
2019 Q2	$1.03M	Hold	10,000	–	–	0.01%	179
2019 Q1	$1.12M	Hold	10,000	–	–	0.02%	179
2018 Q4	$975K	Hold	10,000	–	–	0.01%	184
2018 Q3	$1.17M	Hold	10,000	–	–	0.01%	186
2018 Q2	$1.06M	Hold	10,000	–	–	0.01%	183
2018 Q1	$1.05M	Hold	10,000	–	–	0.01%	186
2017 Q4	$1.19M	Hold	10,000	–	–	0.01%	185
2017 Q3	$1.2M	Hold	10,000	–	–	0.01%	186
2017 Q2	$1.11M	Hold	10,000	–	–	0.01%	186
2017 Q1	$1.07M	Hold	10,000	–	–	0.01%	169
2016 Q4	$1.15M	Hold	10,000	–	–	0.01%	162
2016 Q3	$1.09M	Sell	10,000 -3,725	-27%	-$407K	0.01%	166
2016 Q2	$1.48M	Hold	13,725	–	–	0.02%	157
2016 Q1	$1.45M	Hold	13,725	–	–	0.02%	153
2015 Q4	$1.32M	Hold	13,725	–	–	0.02%	149
2015 Q3	$1.35M	Hold	13,725	–	–	0.02%	145
2015 Q2	$1.33M	Hold	13,725	–	–	0.02%	141
2015 Q1	$1.33M	Hold	13,725	–	–	0.02%	142
2014 Q4	$1.53M	Hold	13,725	–	–	0.02%	142
2014 Q3	$1.35M	Hold	13,725	–	–	0.02%	153
2014 Q2	$1.41M	Hold	13,725	–	–	0.02%	160
2014 Q1	$1.34M	Sell	13,725 -325	-2%	-$31.7K	0.02%	158
2013 Q4	$1.48M	Hold	14,050	–	–	0.02%	153
2013 Q3	$1.28M	Buy	+14,050	New	+$1.23M	0.02%	162

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vaughan Nelson Investment Management's UPS Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its United Parcel Service (UPS) stake by 16% in Q2 2026, buying an estimated $224K and bringing the position to 15,870 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #170.

Vaughan Nelson Investment Management first reported a position in UPS in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.28M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Vaughan Nelson Investment Management held 15,870 shares of United Parcel Service worth $1.71M as of Q2 2026.
Vaughan Nelson Investment Management bought 2,150 United Parcel Service shares in Q2 2026, an estimated $224K.
United Parcel Service made up 0.02% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #170 holding.
Vaughan Nelson Investment Management first reported a position in United Parcel Service in Q3 2013 and has held it in 52 quarters since.
Vaughan Nelson Investment Management's United Parcel Service position peaked at $4.28M in Q1 2022.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.