West Family Investments’s United Parcel Service UPS Stock Holding History

West Family 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	$427K	Buy	+3,972	New	+$413K	0.12%	227
2025 Q1	–	Sell	-2,224	Closed	-$280K	–	312
2024 Q4	$280K	Buy	+2,224	New	+$293K	0.1%	203
2024 Q3	–	Sell	-1,554	Closed	-$213K	–	305
2024 Q2	$213K	Buy	+1,554	New	+$222K	0.06%	227
2024 Q1	–	Sell	-1,274	Closed	-$200K	–	273
2023 Q4	$200K	Sell	1,274 -22	-2%	-$3.33K	0.07%	223
2023 Q3	$202K	Buy	+1,296	New	+$224K	0.07%	212
2023 Q2	–	Sell	-1,854	Closed	-$360K	–	271
2023 Q1	$360K	Buy	1,854 +175	+10%	+$32.1K	0.14%	110
2022 Q4	$292K	Buy	+1,679	New	+$291K	0.1%	166
2022 Q3	–	Sell	-1,638	Closed	-$299K	–	263
2022 Q2	$299K	Sell	1,638 -422	-20%	-$77K	0.12%	156
2022 Q1	$442K	Buy	2,060 +99	+5%	+$21K	0.13%	134
2021 Q4	$420K	Sell	1,961 -280	-12%	-$57K	0.11%	153
2021 Q3	$408K	Buy	2,241 +50	+2%	+$9.87K	0.11%	171
2021 Q2	$456K	Buy	+2,191	New	+$438K	0.12%	147

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

West Family Investments's UPS Position: Q2 2026 in Review

West Family Investments opened a new position in United Parcel Service (UPS) in Q2 2026: 3,972 shares worth $427K. The stake represents 0.12% of the portfolio and ranks #227 among its holdings. This is a return to the name: West Family Investments previously reported a position in UPS as recently as Q4 2024.

West Family Investments first reported a position in UPS in Q2 2021 and has held it in 12 quarters since. The position peaked at $456K in Q2 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

West Family Investments held 3,972 shares of United Parcel Service worth $427K as of Q2 2026.
United Parcel Service was a new West Family Investments position in Q2 2026.
United Parcel Service made up 0.12% of West Family Investments's portfolio in Q2 2026, its #227 holding.
West Family Investments first reported a position in United Parcel Service in Q2 2021 and has held it in 12 quarters since.
West Family Investments's United Parcel Service position peaked at $456K in Q2 2021.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.