ZI
UPS icon

ZEGA Investments’s United Parcel Service UPS Stock Holding History

ZEGA 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 		$853K Buy
7,936
+4,333
+120% +$450K 0.09% 139
2026
Q1 		$354K Buy
3,603
+61
+2% +$6.54K 0.04% 213
2025
Q4 		$351K Buy
+3,542
New +$331K 0.04% 136
2025
Q3 		– Sell
-2,036
Closed -$206K – 182
2025
Q2 		$206K Sell
2,036
-159
-7% -$15.6K 0.03% 133
2025
Q1 		$241K Buy
2,195
+52
+2% +$6.22K 0.04% 118
2024
Q4 		$285K Buy
+2,143
New +$282K 0.07% 102

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ZEGA Investments's UPS Position: Q2 2026 in Review

ZEGA Investments increased its United Parcel Service (UPS) stake by 120% in Q2 2026, buying an estimated $450K and bringing the position to 7,936 shares worth $853K. The position accounts for 0.09% of the portfolio, ranked #139.

ZEGA Investments first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • ZEGA Investments held 7,936 shares of United Parcel Service worth $853K as of Q2 2026.
  • ZEGA Investments bought 4,333 United Parcel Service shares in Q2 2026, an estimated $450K.
  • United Parcel Service made up 0.09% of ZEGA Investments's portfolio in Q2 2026, its #139 holding.
  • ZEGA Investments first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.