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Birch Capital Management’s United Parcel Service UPS Stock Holding History

Birch Capital 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 		$6.69M Buy
62,243
+10,136
+19% +$1.05M 3.27% 11
2026
Q1 		$5.13M Buy
52,107
+7,965
+18% +$854K 2.69% 14
2025
Q4 		$4.38M Sell
44,142
-6,248
-12% -$584K 2.18% 20
2025
Q3 		$4.21M Sell
50,390
-1,004
-2% -$90.9K 2.15% 19
2025
Q2 		$5.19M Sell
51,394
-40
-0.1% -$3.94K 2.66% 15
2025
Q1 		$5.66M Buy
51,434
+3,793
+8% +$454K 2.94% 13
2024
Q4 		$6.01M Buy
47,641
+850
+2% +$112K 3.02% 8
2024
Q3 		$6.38M Buy
46,791
+2,826
+6% +$371K 3.12% 9
2024
Q2 		$6.02M Buy
43,965
+278
+0.6% +$39.8K 3.13% 7
2024
Q1 		$6.49M Buy
43,687
+3,925
+10% +$597K 3.37% 7
2023
Q4 		$6.25M Buy
39,762
+4,023
+11% +$608K 3.59% 7
2023
Q3 		$5.57M Buy
35,739
+1,434
+4% +$248K 3.53% 7
2023
Q2 		$6.15M Buy
34,305
+591
+2% +$105K 3.74% 6
2023
Q1 		$6.54M Sell
33,714
-93
-0.3% -$17.1K 4.21% 5
2022
Q4 		$5.88M Sell
33,807
-1,822
-5% -$315K 4.04% 7
2022
Q3 		$5.76M Buy
35,629
+543
+2% +$103K 4.34% 6
2022
Q2 		$6.4M Buy
35,086
+2,734
+8% +$499K 4.57% 6
2022
Q1 		$6.94M Buy
32,352
+972
+3% +$207K 4.27% 6
2021
Q4 		$6.73M Buy
31,380
+101
+0.3% +$20.5K 4.03% 8
2021
Q3 		$5.7M Buy
31,279
+11
+0% +$2.17K 3.87% 9
2021
Q2 		$6.5M Buy
31,268
+507
+2% +$101K 4.41% 7
2021
Q1 		$5.23M Buy
30,761
+2,254
+8% +$365K 3.85% 7
2020
Q4 		$4.8M Buy
28,507
+974
+4% +$164K 3.66% 8
2020
Q3 		$4.59M Sell
27,533
-108
-0.4% -$15.7K 3.99% 7
2020
Q2 		$3.07M Buy
27,641
+2,458
+10% +$245K 2.88% 10
2020
Q1 		$2.35M Buy
25,183
+964
+4% +$99.9K 2.71% 11
2019
Q4 		$2.83M Buy
+24,219
New +$2.87M 2.78% 12

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Birch Capital Management's UPS Position: Q2 2026 in Review

Birch Capital Management increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $1.05M and bringing the position to 62,243 shares worth $6.69M. The position accounts for 3.27% of the portfolio, ranked #11.

Birch Capital Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.94M in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Birch Capital Management held 62,243 shares of United Parcel Service worth $6.69M as of Q2 2026.
  • Birch Capital Management bought 10,136 United Parcel Service shares in Q2 2026, an estimated $1.05M.
  • United Parcel Service made up 3.27% of Birch Capital Management's portfolio in Q2 2026, its #11 holding.
  • Birch Capital Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's United Parcel Service position peaked at $6.94M in Q1 2022.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.