Weiss Asset Management’s United Parcel Service UPS Stock Holding History

Weiss Asset 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	$1.69M	Buy	+15,736	New	+$1.64M	0.02%	366
2025 Q1	–	Sell	-40,000	Closed	-$5.04M	–	676
2024 Q4	$5.04M	Buy	+40,000	New	+$5.26M	0.09%	206
2020 Q2	–	Sell	-35,500	Closed	-$3.32M	–	280
2020 Q1	$3.32M	Buy	35,500 +33,409	+1,598%	+$3.46M	0.53%	41
2019 Q4	$245K	Sell	2,091 -178	-8%	-$21.1K	0.02%	225
2019 Q3	$272K	Buy	2,269 +229	+11%	+$26.2K	0.02%	173
2019 Q2	$211K	Buy	2,040 +198	+11%	+$20.6K	0.01%	211
2019 Q1	$206K	Buy	+1,842	New	+$195K	0.02%	201

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Weiss Asset Management's UPS Position: Q2 2026 in Review

Weiss Asset Management opened a new position in United Parcel Service (UPS) in Q2 2026: 15,736 shares worth $1.69M. The stake represents 0.02% of the portfolio and ranks #366 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in UPS as recently as Q4 2024.

Weiss Asset Management first reported a position in UPS in Q1 2019 and has held it in 7 quarters since. The position peaked at $5.04M in Q4 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Weiss Asset Management held 15,736 shares of United Parcel Service worth $1.69M as of Q2 2026.
United Parcel Service was a new Weiss Asset Management position in Q2 2026.
United Parcel Service made up 0.02% of Weiss Asset Management's portfolio in Q2 2026, its #366 holding.
Weiss Asset Management first reported a position in United Parcel Service in Q1 2019 and has held it in 7 quarters since.
Weiss Asset Management's United Parcel Service position peaked at $5.04M in Q4 2024.
2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.