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Walsh & Associates’s United Parcel Service UPS Stock Holding History

Walsh & Associates’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 		$5.38K Hold
50
– – ﹤0.01% 210
2026
Q1 		$4.92K Hold
50
– – ﹤0.01% 194
2025
Q4 		$4.96K Buy
+50
New +$4.68K ﹤0.01% 200

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

Walsh & Associates's UPS Position: Q2 2026 in Review

Walsh & Associates held its United Parcel Service (UPS) position steady in Q2 2026 at 50 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Walsh & Associates first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 2,124 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Walsh & Associates held 50 shares of United Parcel Service worth $5.38K as of Q2 2026.
  • Walsh & Associates left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #210 holding.
  • Walsh & Associates first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.