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Westbourne Investments’s United Parcel Service UPS Stock Holding History

Westbourne 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 		– Sell
-8,004
Closed -$787K – 166
2026
Q1 		$787K Buy
8,004
+128
+2% +$13.7K 0.37% 65
2025
Q4 		$781K Buy
7,876
+91
+1% +$8.51K 0.36% 65
2025
Q3 		$770K Buy
7,785
+846
+12% +$76.6K 0.37% 65
2025
Q2 		$700K Buy
+6,939
New +$683K 0.37% 66

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

Westbourne Investments's UPS Position: Q2 2026 in Review

Westbourne Investments sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 8,004 shares — an estimated $787K sold.

Westbourne Investments first reported a position in UPS in Q2 2025 and held it in 4 quarters. The position peaked at $787K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Westbourne Investments reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 8,004 United Parcel Service shares in Q2 2026, an estimated $787K.
  • Westbourne Investments first reported a position in United Parcel Service in Q2 2025 and held it in 4 quarters.
  • Westbourne Investments's United Parcel Service position peaked at $787K in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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