VAS
UPS icon

Vestmark Advisory Solutions’s United Parcel Service UPS Stock Holding History

Vestmark Advisory Solutions’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 		$4.5M Sell
41,902
-6,105
-13% -$635K 0.04% 412
2026
Q1 		$4.72M Sell
48,007
-1,735
-3% -$186K 0.05% 367
2025
Q4 		$4.93M Buy
49,742
+43,540
+702% +$4.07M 0.07% 297
2025
Q3 		$518K Buy
+6,202
New +$562K 0.01% 691
2025
Q2 		– Sell
-33,674
Closed -$3.7M – 813
2025
Q1 		$3.7M Buy
33,674
+14,447
+75% +$1.73M 0.1% 247
2024
Q4 		$2.42M Buy
19,227
+199
+1% +$26.2K 0.08% 234
2024
Q3 		$2.59M Sell
19,028
-2,288
-11% -$300K 0.1% 224
2024
Q2 		$2.92M Sell
21,316
-1,146
-5% -$164K 0.12% 185
2024
Q1 		$3.34M Buy
22,462
+2,244
+11% +$341K 0.14% 176
2023
Q4 		$3.18M Sell
20,218
-1,464
-7% -$221K 0.16% 158
2023
Q3 		$3.38M Sell
21,682
-39,599
-65% -$6.84M 0.25% 96
2023
Q2 		$11M Sell
61,281
-882
-1% -$157K 0.42% 49
2023
Q1 		$12.1M Buy
62,163
+656
+1% +$120K 0.52% 33
2022
Q4 		$10.7M Buy
61,507
+285
+0.5% +$49.3K 0.52% 32
2022
Q3 		$9.89M Buy
61,222
+11,417
+23% +$2.16M 0.55% 30
2022
Q2 		$9.09M Buy
49,805
+14,657
+42% +$2.67M 0.52% 31
2022
Q1 		$7.54M Buy
35,148
+2,987
+9% +$635K 0.43% 39
2021
Q4 		$6.89M Buy
32,161
+1,340
+4% +$273K 0.39% 49
2021
Q3 		$5.61M Buy
30,821
+3,050
+11% +$602K 0.38% 53
2021
Q2 		$5.78M Sell
27,771
-72
-0.3% -$14.4K 0.41% 42
2021
Q1 		$4.73M Buy
27,843
+815
+3% +$132K 0.42% 46
2020
Q4 		$4.55M Buy
27,028
+865
+3% +$146K 0.51% 39
2020
Q3 		$4.36M Buy
26,163
+6,187
+31% +$901K 0.59% 31
2020
Q2 		$2.22M Buy
19,976
+324
+2% +$32.3K 0.34% 70
2020
Q1 		$1.84M Buy
19,652
+414
+2% +$42.9K 0.36% 69
2019
Q4 		$2.25M Sell
19,238
-5,215
-21% -$617K 0.46% 67
2019
Q3 		$2.93M Buy
24,453
+2,781
+13% +$318K 0.48% 41
2019
Q2 		$2.24M Buy
21,672
+1,030
+5% +$107K 0.38% 62
2019
Q1 		$2.31M Buy
+20,642
New +$2.19M 0.41% 59

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

Vestmark Advisory Solutions's UPS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $635K and leaving 41,902 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #412.

Vestmark Advisory Solutions first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.1M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vestmark Advisory Solutions held 41,902 shares of United Parcel Service worth $4.5M as of Q2 2026.
  • Vestmark Advisory Solutions sold 6,105 United Parcel Service shares in Q2 2026, an estimated $635K.
  • United Parcel Service made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #412 holding.
  • Vestmark Advisory Solutions first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Vestmark Advisory Solutions's United Parcel Service position peaked at $12.1M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.