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WBI Investments’s United Parcel Service UPS Stock Holding History

WBI Investments’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 		$2.74M Buy
25,486
+1,144
+5% +$119K 0.68% 30
2026
Q1 		$2.39M Sell
24,342
-7,051
-22% -$756K 0.66% 29
2025
Q4 		$3.11M Buy
31,393
+4,142
+15% +$387K 0.81% 16
2025
Q3 		$2.28M Sell
27,251
-8,269
-23% -$749K 0.58% 38
2025
Q2 		$3.59M Sell
35,520
-12,491
-26% -$1.23M 0.93% 12
2025
Q1 		$5.28M Buy
48,011
+23,622
+97% +$2.82M 1.39% 10
2024
Q4 		$3.08M Buy
24,389
+3,467
+17% +$456K 0.77% 29
2024
Q3 		$2.85M Buy
+20,922
New +$2.75M 0.69% 36
2023
Q2 		– Sell
-5,874
Closed -$1.14M – 230
2023
Q1 		$1.14M Sell
5,874
-5,580
-49% -$1.02M 0.23% 108
2022
Q4 		$1.99M Buy
+11,454
New +$1.98M 0.43% 63
2022
Q2 		– Sell
-26,213
Closed -$5.62M – 199
2022
Q1 		$5.62M Buy
+26,213
New +$5.57M 0.91% 29
2021
Q3 		– Sell
-25,218
Closed -$5.24M – 238
2021
Q2 		$5.24M Sell
25,218
-23,334
-48% -$4.67M 0.81% 29
2021
Q1 		$8.25M Sell
48,552
-2,410
-5% -$390K 1.3% 12
2020
Q4 		$8.58M Sell
50,962
-19,946
-28% -$3.37M 1.3% 15
2020
Q3 		$11.8M Buy
+70,908
New +$10.3M 1.82% 18
2020
Q1 		– Sell
-52,073
Closed -$6.1M – 201
2019
Q4 		$6.1M Buy
52,073
+31,850
+157% +$3.77M 0.65% 31
2019
Q3 		$2.42M Buy
+20,223
New +$2.31M 0.23% 86
2019
Q2 		– Sell
-183,516
Closed -$20.5M – 298
2019
Q1 		$20.5M Buy
+183,516
New +$19.5M 1.58% 13
2018
Q4 		– Sell
-7,590
Closed -$886K – 227
2018
Q3 		$886K Buy
+7,590
New +$893K 0.05% 205
2017
Q4 		– Sell
-88,737
Closed -$10.7M – 365
2017
Q3 		$10.7M Buy
+88,737
New +$10.1M 0.47% 48
2016
Q4 		– Sell
-17,361
Closed -$1.9M – 398
2016
Q3 		$1.9M Buy
+17,361
New +$1.9M 0.07% 168

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

WBI Investments's UPS Position: Q2 2026 in Review

WBI Investments increased its United Parcel Service (UPS) stake by 4.7% in Q2 2026, buying an estimated $119K and bringing the position to 25,486 shares worth $2.74M. The position accounts for 0.68% of the portfolio, ranked #30.

WBI Investments first reported a position in UPS in Q3 2016 and has held it in 21 quarters since. The position peaked at $20.5M in Q1 2019. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • WBI Investments held 25,486 shares of United Parcel Service worth $2.74M as of Q2 2026.
  • WBI Investments bought 1,144 United Parcel Service shares in Q2 2026, an estimated $119K.
  • United Parcel Service made up 0.68% of WBI Investments's portfolio in Q2 2026, its #30 holding.
  • WBI Investments first reported a position in United Parcel Service in Q3 2016 and has held it in 21 quarters since.
  • WBI Investments's United Parcel Service position peaked at $20.5M in Q1 2019.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.