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Annis Gardner Whiting Capital Advisors’s United Parcel Service UPS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-845
Closed -$83.1K – 1200
2026
Q1 		$83.1K Sell
845
-3,826
-82% -$410K 0.01% 475
2025
Q4 		$463K Buy
4,671
+2,883
+161% +$270K 0.09% 189
2025
Q3 		$149K Sell
1,788
-758
-30% -$68.7K 0.03% 307
2025
Q2 		$257K Buy
2,546
+385
+18% +$37.9K 0.09% 192
2025
Q1 		$238K Buy
2,161
+560
+35% +$67K 0.1% 173
2024
Q4 		$202K Sell
1,601
-727
-31% -$95.7K 0.06% 201
2024
Q3 		$317K Buy
2,328
+276
+13% +$36.2K 0.09% 176
2024
Q2 		$281K Buy
2,052
+99
+5% +$14.2K 0.08% 186
2024
Q1 		$290K Buy
1,953
+828
+74% +$126K 0.1% 153
2023
Q4 		$177K Buy
1,125
+382
+51% +$57.8K 0.08% 166
2023
Q3 		$116K Buy
+743
New +$128K 0.06% 186

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's UPS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 845 shares — an estimated $83.1K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UPS in Q3 2023 and held it in 11 quarters. The position peaked at $463K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 845 United Parcel Service shares in Q2 2026, an estimated $83.1K.
  • Annis Gardner Whiting Capital Advisors first reported a position in United Parcel Service in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's United Parcel Service position peaked at $463K in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.