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Waterloo Capital’s United Parcel Service UPS Stock Holding History

Waterloo Capital’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 		$283K Sell
2,632
-52
-2% -$5.41K 0.02% 458
2026
Q1 		$264K Buy
2,684
+203
+8% +$21.8K 0.02% 420
2025
Q4 		$246K Buy
+2,481
New +$232K 0.02% 413
2025
Q3 		– Sell
-1,988
Closed -$201K – 496
2025
Q2 		$201K Buy
+1,988
New +$196K 0.02% 452

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 $3.38T AUM 44.17% 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

Waterloo Capital's UPS Position: Q2 2026 in Review

Waterloo Capital reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $5.41K and leaving 2,632 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #458.

Waterloo Capital first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Waterloo Capital held 2,632 shares of United Parcel Service worth $283K as of Q2 2026.
  • Waterloo Capital sold 52 United Parcel Service shares in Q2 2026, an estimated $5.41K.
  • United Parcel Service made up 0.02% of Waterloo Capital's portfolio in Q2 2026, its #458 holding.
  • Waterloo Capital first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.