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

Vista Investment Partners’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	$395K	Buy	3,679 +3	+0.1%	+$312	0.1%	129
2026 Q1	$362K	Hold	3,676	–	–	0.1%	131
2025 Q4	$365K	Hold	3,676	–	–	0.1%	131
2025 Q3	$307K	Hold	3,676	–	–	0.09%	132
2025 Q2	$371K	Buy	3,676 +545	+17%	+$53.6K	0.11%	117
2025 Q1	$344K	Sell	3,131 -141	-4%	-$16.9K	0.11%	130
2024 Q4	$413K	Hold	3,272	–	–	0.13%	117
2024 Q3	$446K	Buy	3,272 +4	+0.1%	+$525	0.14%	112
2024 Q2	$447K	Sell	3,268 -7,898	-71%	-$1.13M	0.15%	108
2024 Q1	$1.66M	Buy	11,166 +7,802	+232%	+$1.19M	0.56%	56
2023 Q4	$529K	Buy	+3,364	New	+$509K	0.19%	94

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

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

Vista Investment Partners increased its United Parcel Service (UPS) stake by 0.08% in Q2 2026, buying an estimated $312 and bringing the position to 3,679 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #129.

Vista Investment Partners first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Vista Investment Partners held 3,679 shares of United Parcel Service worth $395K as of Q2 2026.
Vista Investment Partners bought 3 United Parcel Service shares in Q2 2026, an estimated $312.
United Parcel Service made up 0.1% of Vista Investment Partners's portfolio in Q2 2026, its #129 holding.
Vista Investment Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's United Parcel Service position peaked at $1.66M in Q1 2024.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.