Vontobel Holding
UPS icon

Vontobel Holding’s United Parcel Service UPS Stock Holding History

Vontobel Holding’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 		$3.86M Sell
35,916
-4,018
-10% -$418K 0.01% 504
2026
Q1 		$3.93M Sell
39,934
-50,984
-56% -$5.47M 0.01% 403
2025
Q4 		$9.02M Sell
90,918
-21,962
-19% -$2.05M 0.03% 303
2025
Q3 		$9.43M Buy
112,880
+17,422
+18% +$1.58M 0.03% 274
2025
Q2 		$9.64M Buy
95,458
+4,197
+5% +$413K 0.03% 262
2025
Q1 		$10M Sell
91,261
-204
-0.2% -$24.4K 0.04% 231
2024
Q4 		$11.5M Buy
91,465
+627
+0.7% +$82.5K 0.04% 207
2024
Q3 		$12.4M Sell
90,838
-26,925
-23% -$3.54M 0.04% 201
2024
Q2 		$16.1M Sell
117,763
-3,298
-3% -$472K 0.05% 175
2024
Q1 		$18M Sell
121,061
-37,433
-24% -$5.69M 0.14% 152
2023
Q4 		$24.9M Sell
158,494
-1,051
-0.7% -$159K 0.21% 122
2023
Q3 		$24.9M Buy
159,545
+1,734
+1% +$299K 0.23% 112
2023
Q2 		$28.3M Buy
157,811
+5,061
+3% +$899K 0.25% 101
2023
Q1 		$29.6M Sell
152,750
-6,545
-4% -$1.2M 0.28% 97
2022
Q4 		$27.7M Buy
159,295
+7,880
+5% +$1.36M 0.28% 96
2022
Q3 		$25M Sell
151,415
-25,272
-14% -$4.79M 0.29% 90
2022
Q2 		$32M Buy
176,687
+18,607
+12% +$3.39M 0.35% 67
2022
Q1 		$34.8M Sell
158,080
-55,991
-26% -$11.9M 0.3% 72
2021
Q4 		$45.8M Buy
214,071
+45,375
+27% +$9.23M 0.38% 56
2021
Q3 		$30.7M Buy
168,696
+57,833
+52% +$11.4M 0.27% 78
2021
Q2 		$23M Sell
110,863
-14,445
-12% -$2.89M 0.2% 104
2021
Q1 		$21.3M Sell
125,308
-5,631
-4% -$911K 0.16% 100
2020
Q4 		$21.4M Buy
+130,939
New +$22.1M 0.14% 106

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

Vontobel Holding's UPS Position: Q2 2026 in Review

Vontobel Holding reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $418K and leaving 35,916 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #504.

Vontobel Holding first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $45.8M in Q4 2021. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vontobel Holding held 35,916 shares of United Parcel Service worth $3.86M as of Q2 2026.
  • Vontobel Holding sold 4,018 United Parcel Service shares in Q2 2026, an estimated $418K.
  • United Parcel Service made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #504 holding.
  • Vontobel Holding first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's United Parcel Service position peaked at $45.8M in Q4 2021.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.