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WPG Advisers’s United Parcel Service UPS Stock Holding History

WPG Advisers’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 		$98.4K Buy
915
+284
+45% +$29.5K 0.06% 195
2026
Q1 		$62.1K Sell
631
-136
-18% -$14.6K 0.05% 238
2025
Q4 		$76.1K Buy
767
+281
+58% +$26.3K 0.06% 214
2025
Q3 		$40.6K Buy
486
+157
+48% +$14.2K 0.03% 334
2025
Q2 		$33.2K Sell
329
-12
-4% -$1.18K 0.03% 372
2025
Q1 		$37.5K Sell
341
-127
-27% -$15.2K 0.04% 334
2024
Q4 		$59K Buy
+468
New +$61.6K 0.05% 261

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 $3.38T AUM 44.17% 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

WPG Advisers's UPS Position: Q2 2026 in Review

WPG Advisers increased its United Parcel Service (UPS) stake by 45% in Q2 2026, buying an estimated $29.5K and bringing the position to 915 shares worth $98.4K. The position accounts for 0.06% of the portfolio, ranked #195.

WPG Advisers first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • WPG Advisers held 915 shares of United Parcel Service worth $98.4K as of Q2 2026.
  • WPG Advisers bought 284 United Parcel Service shares in Q2 2026, an estimated $29.5K.
  • United Parcel Service made up 0.06% of WPG Advisers's portfolio in Q2 2026, its #195 holding.
  • WPG Advisers first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.