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Wright Investors Service’s United Parcel Service UPS Stock Holding History

Wright Investors Service’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 		$225K Sell
2,095
-139
-6% -$14.4K 0.06% 146
2026
Q1 		$220K Buy
2,234
+1
+0% +$107 0.07% 146
2025
Q4 		$221K Buy
+2,233
New +$209K 0.07% 145
2025
Q3 		– Sell
-7,861
Closed -$793K – 158
2025
Q2 		$793K Buy
7,861
+104
+1% +$10.2K 0.24% 93
2025
Q1 		$853K Sell
7,757
-2,818
-27% -$337K 0.28% 81
2024
Q4 		$1.33M Sell
10,575
-7,986
-43% -$1.05M 0.43% 61
2024
Q3 		$2.53M Sell
18,561
-270
-1% -$35.4K 0.66% 42
2024
Q2 		$2.58M Buy
18,831
+213
+1% +$30.5K 0.68% 46
2024
Q1 		$2.77M Buy
18,618
+422
+2% +$64.1K 0.7% 46
2023
Q4 		$2.86M Sell
18,196
-2,424
-12% -$366K 0.81% 42
2023
Q3 		$3.21M Buy
20,620
+6,190
+43% +$1.07M 0.93% 38
2023
Q2 		$2.59M Sell
14,430
-15,942
-52% -$2.83M 0.73% 49
2023
Q1 		$5.89M Sell
30,372
-725
-2% -$133K 1.67% 11
2022
Q4 		$5.41M Buy
31,097
+3,204
+11% +$555K 1.55% 14
2022
Q3 		$4.51M Buy
27,893
+6,483
+30% +$1.23M 1.42% 15
2022
Q2 		$3.91M Buy
21,410
+14,363
+204% +$2.62M 1.12% 23
2022
Q1 		$1.51M Sell
7,047
-2,091
-23% -$444K 0.38% 84
2021
Q4 		$1.96M Buy
+9,138
New +$1.86M 0.5% 68

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

Wright Investors Service's UPS Position: Q2 2026 in Review

Wright Investors Service reduced its United Parcel Service (UPS) stake by 6.2% in Q2 2026, selling an estimated $14.4K and leaving 2,095 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #146.

Wright Investors Service first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.89M in Q1 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wright Investors Service held 2,095 shares of United Parcel Service worth $225K as of Q2 2026.
  • Wright Investors Service sold 139 United Parcel Service shares in Q2 2026, an estimated $14.4K.
  • United Parcel Service made up 0.06% of Wright Investors Service's portfolio in Q2 2026, its #146 holding.
  • Wright Investors Service first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Wright Investors Service's United Parcel Service position peaked at $5.89M in Q1 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.