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Vision Retirement’s United Parcel Service UPS Stock Holding History

Vision Retirement’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 		$31.4K Sell
292
-15
-5% -$1.56K 0.01% 289
2026
Q1 		$30.2K Sell
307
-144
-32% -$15.4K 0.01% 273
2025
Q4 		$44.7K Buy
+451
New +$42.2K 0.01% 242

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vision Retirement's UPS Position: Q2 2026 in Review

Vision Retirement reduced its United Parcel Service (UPS) stake by 4.9% in Q2 2026, selling an estimated $1.56K and leaving 292 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Vision Retirement first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.7K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vision Retirement held 292 shares of United Parcel Service worth $31.4K as of Q2 2026.
  • Vision Retirement sold 15 United Parcel Service shares in Q2 2026, an estimated $1.56K.
  • United Parcel Service made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #289 holding.
  • Vision Retirement first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's United Parcel Service position peaked at $44.7K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.