Yelin Lapidot Holdings Management’s United Parcel Service UPS Stock Holding History

Yelin Lapidot Holdings Management’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	$214K	Buy	+1,995	New	+$207K	0.04%	82
2025 Q3	–	Sell	-1,995	Closed	-$201K	–	97
2025 Q2	$201K	Hold	1,995	–	–	0.04%	93
2025 Q1	$219K	Hold	1,995	–	–	0.04%	89
2024 Q4	$252K	Hold	1,995	–	–	0.04%	87
2024 Q3	$272K	Hold	1,995	–	–	0.04%	77
2024 Q2	$273K	Hold	1,995	–	–	0.05%	77
2024 Q1	$297K	Hold	1,995	–	–	0.06%	77
2023 Q4	$314K	Hold	1,995	–	–	0.08%	71
2023 Q3	$310K	Buy	+1,995	New	+$344K	0.08%	72

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

Yelin Lapidot Holdings Management's UPS Position: Q2 2026 in Review

Yelin Lapidot Holdings Management opened a new position in United Parcel Service (UPS) in Q2 2026: 1,995 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #82 among its holdings. This is a return to the name: Yelin Lapidot Holdings Management previously reported a position in UPS as recently as Q2 2025.

Yelin Lapidot Holdings Management first reported a position in UPS in Q3 2023 and has held it in 9 quarters since. The position peaked at $314K in Q4 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Yelin Lapidot Holdings Management held 1,995 shares of United Parcel Service worth $214K as of Q2 2026.
United Parcel Service was a new Yelin Lapidot Holdings Management position in Q2 2026.
United Parcel Service made up 0.04% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #82 holding.
Yelin Lapidot Holdings Management first reported a position in United Parcel Service in Q3 2023 and has held it in 9 quarters since.
Yelin Lapidot Holdings Management's United Parcel Service position peaked at $314K in Q4 2023.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.