WAU
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Wellington-Altus USA’s United Parcel Service UPS Stock Holding History

Wellington-Altus USA’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 		$19.8K Hold
201
– – 0.01% 501
2026
Q1 		$21.6K Buy
201
+16
+9% +$1.72K 0.01% 510
2025
Q4 		$18.4K Buy
+185
New +$17.3K 0.01% 501

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

Wellington-Altus USA's UPS Position: Q2 2026 in Review

Wellington-Altus USA held its United Parcel Service (UPS) position steady in Q2 2026 at 201 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #501.

Wellington-Altus USA first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.6K in Q1 2026. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wellington-Altus USA held 201 shares of United Parcel Service worth $19.8K as of Q2 2026.
  • Wellington-Altus USA left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #501 holding.
  • Wellington-Altus USA first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's United Parcel Service position peaked at $21.6K in Q1 2026.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.