Virtus ETF Advisers’s United Parcel Service UPS Stock Holding History

Virtus ETF Advisers’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	$636K	Buy	5,916 +4,410	+293%	+$458K	0.24%	108
2026 Q1	$148K	Buy	+1,506	New	+$162K	0.07%	291
2023 Q3	–	Sell	-3,965	Closed	-$711K	–	479
2023 Q2	$711K	Sell	3,965 -952	-19%	-$169K	0.42%	110
2023 Q1	$954K	Buy	4,917 +251	+5%	+$46K	0.52%	33
2022 Q4	$811K	Buy	4,666 +1,033	+28%	+$179K	0.42%	69
2022 Q3	$587K	Sell	3,633 -351	-9%	-$66.5K	0.23%	182
2022 Q2	$727K	Buy	+3,984	New	+$727K	0.27%	109

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

Virtus ETF Advisers's UPS Position: Q2 2026 in Review

Virtus ETF Advisers increased its United Parcel Service (UPS) stake by 293% in Q2 2026, buying an estimated $458K and bringing the position to 5,916 shares worth $636K. The position accounts for 0.24% of the portfolio, ranked #108.

Virtus ETF Advisers first reported a position in UPS in Q2 2022 and has held it in 7 quarters since. The position peaked at $954K in Q1 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Virtus ETF Advisers held 5,916 shares of United Parcel Service worth $636K as of Q2 2026.
Virtus ETF Advisers bought 4,410 United Parcel Service shares in Q2 2026, an estimated $458K.
United Parcel Service made up 0.24% of Virtus ETF Advisers's portfolio in Q2 2026, its #108 holding.
Virtus ETF Advisers first reported a position in United Parcel Service in Q2 2022 and has held it in 7 quarters since.
Virtus ETF Advisers's United Parcel Service position peaked at $954K in Q1 2023.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.