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Wedge Capital Management’s United Parcel Service UPS Stock Holding History

Wedge Capital Management’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 		$13M Buy
120,800
+5,774
+5% +$600K 0.21% 130
2026
Q1 		$11.3M Sell
115,026
-6,121
-5% -$656K 0.21% 136
2025
Q4 		$12M Sell
121,147
-12,185
-9% -$1.14M 0.22% 114
2025
Q3 		$11.1M Buy
133,332
+27,318
+26% +$2.47M 0.19% 152
2025
Q2 		$10.7M Buy
106,014
+19,589
+23% +$1.93M 0.19% 138
2025
Q1 		$9.51M Sell
86,425
-4,830
-5% -$578K 0.18% 152
2024
Q4 		$11.5M Sell
91,255
-3,890
-4% -$512K 0.21% 124
2024
Q3 		$13M Buy
+95,145
New +$12.5M 0.22% 127
2024
Q2 		– Sell
-1,484
Closed -$221K – 512
2024
Q1 		$221K Buy
1,484
+60
+4% +$9.12K ﹤0.01% 486
2023
Q4 		$224K Buy
1,424
+80
+6% +$12.1K ﹤0.01% 478
2023
Q3 		$209K Buy
1,344
+7
+0.5% +$1.21K ﹤0.01% 486
2023
Q2 		$240K Hold
1,337
– – ﹤0.01% 495
2023
Q1 		$259K Buy
1,337
+6
+0.5% +$1.1K ﹤0.01% 366
2022
Q4 		$231K Buy
1,331
+23
+2% +$3.98K ﹤0.01% 382
2022
Q3 		$211K Sell
1,308
-3
-0.2% -$568 ﹤0.01% 373
2022
Q2 		$239K Buy
1,311
+55
+4% +$10K ﹤0.01% 373
2022
Q1 		$269K Buy
+1,256
New +$267K ﹤0.01% 370

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management's UPS Position: Q2 2026 in Review

Wedge Capital Management increased its United Parcel Service (UPS) stake by 5% in Q2 2026, buying an estimated $600K and bringing the position to 120,800 shares worth $13M. The position accounts for 0.21% of the portfolio, ranked #130.

Wedge Capital Management first reported a position in UPS in Q1 2022 and has held it in 17 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wedge Capital Management held 120,800 shares of United Parcel Service worth $13M as of Q2 2026.
  • Wedge Capital Management bought 5,774 United Parcel Service shares in Q2 2026, an estimated $600K.
  • United Parcel Service made up 0.21% of Wedge Capital Management's portfolio in Q2 2026, its #130 holding.
  • Wedge Capital Management first reported a position in United Parcel Service in Q1 2022 and has held it in 17 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.