Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
We are live on
!
Find out more
United Parcel Service
UPS
Market cap
$80.5B
Overview
Fund Trends
Fund Holders
94.57
USD
+0.44
0.47%
At close
Updated
Oct 9, 4:00 PM EDT
Pre-market
After hours
94.74
+0.17
0.18%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
0.47%
5 days
1.33%
1 month
-4.69%
3 months
-14.6%
6 months
-6.96%
Year to date
-6.38%
1 year
10.89%
5 years
-47.96%
10 years
-13.28%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
1351
SIM
1351
Sonora Investment Management
Tucson,
Arizona
$46K
+$6.18K
+55
+15%
1352
ED
1352
Exane Derivatives
Paris,
France
$45.8K
-$1.01K
-9
-2%
1353
BCA
1353
Bray Capital Advisors
Naples,
Florida
$45K
-$11.2K
-100
-19%
1354
JFA
1354
JNBA Financial Advisors
Bloomington,
Minnesota
$44K
-$1.23M
-10,983
-96%
1355
KC
1355
KHP Capital
Tulsa,
Oklahoma
$42K
–
–
–
1356
WC
1356
Whitnell & Co
Oak Brook,
Illinois
$42K
–
–
–
1357
GAM
1357
Gemmer Asset Management
Walnut Creek,
California
$41K
–
–
–
1358
1358
EARNEST Partners
Atlanta,
Georgia
$40K
+$3.37K
+30
+9%
1359
B
1359
Bridgeworth
Birmingham,
Alabama
$40K
+$42.7K
+380
New
1360
MRCM
1360
M&R Capital Management
Summit,
New Jersey
$38K
–
–
–
1361
BAM
1361
Bruderman Asset Management
Locust Valley,
New York
$37K
-$297K
-2,641
-88%
1362
KPCM
1362
Kings Point Capital Management
Great Neck,
New York
$37K
–
–
–
1363
TG
1363
TLP Group
Evanston,
Illinois
$37K
+$39.5K
+352
New
1364
PW
1364
Price Wealth
Austin,
Texas
$36K
+$22.4K
+199
+139%
1365
PFGIA
1365
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
$35K
-$118K
-1,050
-76%
1366
SQA
1366
Simon Quick Advisors
Morristown,
New Jersey
$35K
-$78.6K
-700
-68%
1367
BA
1367
Ballew Advisors
Jackson,
Mississippi
$32K
–
–
–
1368
MWM
1368
MinichMacGregor Wealth Management
Saratoga Springs,
New York
$31K
-$11.2K
-100
-25%
1369
TC
1369
Trilogy Capital
Irvine,
California
$31K
–
–
–
1370
CFC
1370
Coyle Financial Counsel
Glenview,
Illinois
$30K
+$1.46K
+13
+5%
1371
QCIG
1371
Quad-Cities Investment Group
Davenport,
Iowa
$30K
+$32.3K
+288
New
1372
LYV
1372
Live Your Vision
West Conshohocken,
Pennsylvania
$29K
+$22.6K
+201
+291%
1373
LWA
1373
Lenox Wealth Advisors
New York
$28K
+$112
+1
+0.4%
1374
MCM
1374
MV Capital Management
Bethesda,
Maryland
$27K
–
–
–
1375
TFO
1375
Tarbox Family Office
Newport Beach,
California
$27K
+$449
+4
+2%
1
53
54
55
56
57
61
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close
