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VestGen Advisors’s United Parcel Service UPS Stock Holding History

VestGen Advisors’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 		$9.36M Buy
87,060
+78
+0.1% +$8.11K 0.27% 80
2026
Q1 		$8.56M Buy
86,982
+1,431
+2% +$153K 0.23% 94
2025
Q4 		$8.49M Sell
85,551
-2,147
-2% -$201K 0.36% 62
2025
Q3 		$7.33M Buy
87,698
+11,481
+15% +$1.04M 0.24% 91
2025
Q2 		$7.31M Buy
76,217
+24,804
+48% +$2.44M 0.29% 77
2025
Q1 		$5.65M Buy
+51,413
New +$6.15M 0.26% 86

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

VestGen Advisors's UPS Position: Q2 2026 in Review

VestGen Advisors increased its United Parcel Service (UPS) stake by 0.09% in Q2 2026, buying an estimated $8.11K and bringing the position to 87,060 shares worth $9.36M. The position accounts for 0.27% of the portfolio, ranked #80.

VestGen Advisors first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • VestGen Advisors held 87,060 shares of United Parcel Service worth $9.36M as of Q2 2026.
  • VestGen Advisors bought 78 United Parcel Service shares in Q2 2026, an estimated $8.11K.
  • United Parcel Service made up 0.27% of VestGen Advisors's portfolio in Q2 2026, its #80 holding.
  • VestGen Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.