VIPI
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Vista Investment Partners II’s United Parcel Service UPS Stock Holding History

Vista Investment Partners II’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 		$292K Buy
2,713
+46
+2% +$4.78K 0.11% 128
2026
Q1 		$262K Buy
2,667
+106
+4% +$11.4K 0.12% 128
2025
Q4 		$254K Buy
+2,561
New +$240K 0.11% 123

Other funds holding UPS

Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Investment Partners II's UPS Position: Q2 2026 in Review

Vista Investment Partners II increased its United Parcel Service (UPS) stake by 1.7% in Q2 2026, buying an estimated $4.78K and bringing the position to 2,713 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #128.

Vista Investment Partners II first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vista Investment Partners II held 2,713 shares of United Parcel Service worth $292K as of Q2 2026.
  • Vista Investment Partners II bought 46 United Parcel Service shares in Q2 2026, an estimated $4.78K.
  • United Parcel Service made up 0.11% of Vista Investment Partners II's portfolio in Q2 2026, its #128 holding.
  • Vista Investment Partners II first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.