What smart money is saying about United Parcel Service
UPS
No fund has written a full thesis on United Parcel Service in our archive, but 4 fund letters report a position in it, most recently ACATIS Investment Report in June 2026.
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4
Reported positions
1
Bought
1
Sold
4
Letters
Position history
Between Q2 2025 and Q2 2026, 4 fund letters reported a position in United Parcel Service, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- June 2026
“we invested a large part of the proceeds in neglected value stocks such as Biomérieux and UPS.”
United Parcel Service - HoldsMayar CapitalJune 2026
Listed in Mayar Capital’s reported holdings.
United Parcel Service - December 2025
“Strong stock selection within the Industrials sector benefited relative performance. UPS (+20.8%) has made strong progress on its cost restructuring and network optimization plan, by shedding 34,000 jobs and closing 195 buildings in the last year.”
United Parcel Service - June 2025
“We eliminated United Parcel Service, Inc. (Cl B) (UPS, 3.0 conviction) during the quarter as the investment thesis failed.”
United Parcel Service
Read the letters behind these United Parcel Service positions
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