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WestEnd Advisors’s United Parcel Service UPS Stock Holding History

WestEnd Advisors’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 		$40.8M Buy
+379,569
New +$39.5M 0.91% 24
2022
Q1 		– Sell
-3
Closed -$643 – 388
2021
Q4 		$643 Buy
+3
New +$610 ﹤0.01% 142
2021
Q3 		– Hold
0
– – – 141
2021
Q2 		– Hold
0
– – – 126

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

WestEnd Advisors's UPS Position: Q2 2026 in Review

WestEnd Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 379,569 shares worth $40.8M. The stake represents 0.91% of the portfolio and ranks #24 among its holdings. This is a return to the name: WestEnd Advisors previously reported a position in UPS as recently as Q4 2021.

WestEnd Advisors first reported a position in UPS in Q4 2021 and has held it in 2 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • WestEnd Advisors held 379,569 shares of United Parcel Service worth $40.8M as of Q2 2026.
  • United Parcel Service was a new WestEnd Advisors position in Q2 2026.
  • United Parcel Service made up 0.91% of WestEnd Advisors's portfolio in Q2 2026, its #24 holding.
  • WestEnd Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 2 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.