Brinker Capital Investments’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.14M | Buy |
84,996
+8,309
| +11% | +$864K | 0.07% | 240 |
|
|
2026
Q1 | $7.54M | Sell |
76,687
-6,765
| -8% | -$726K | 0.06% | 268 |
|
|
2025
Q4 | $8.28M | Sell |
83,452
-4,974
| -6% | -$465K | 0.06% | 288 |
|
|
2025
Q3 | $7.39M | Sell |
88,426
-1,589
| -2% | -$144K | 0.06% | 304 |
|
|
2025
Q2 | $9.09M | Sell |
90,015
-8,218
| -8% | -$809K | 0.08% | 248 |
|
|
2025
Q1 | $10.8M | Buy |
98,233
+5,663
| +6% | +$677K | 0.11% | 181 |
|
|
2024
Q4 | $11.7M | Buy |
92,570
+8,693
| +10% | +$1.14M | 0.12% | 161 |
|
|
2024
Q3 | $11.4M | Sell |
83,877
-4,095
| -5% | -$538K | 0.11% | 176 |
|
|
2024
Q2 | $12M | Sell |
87,972
-3,672
| -4% | -$526K | 0.13% | 152 |
|
|
2024
Q1 | $13.6M | Buy |
91,644
+12,524
| +16% | +$1.9M | 0.15% | 143 |
|
|
2023
Q4 | $12.7M | Sell |
79,120
-15,286
| -16% | -$2.31M | 0.15% | 142 |
|
|
2023
Q3 | $14.7M | Sell |
94,406
-3,880
| -4% | -$670K | 0.18% | 122 |
|
|
2023
Q2 | $17.6M | Sell |
98,286
-4,234
| -4% | -$752K | 0.19% | 103 |
|
|
2023
Q1 | $19.9M | Buy |
102,520
+17,270
| +20% | +$3.17M | 0.25% | 78 |
|
|
2022
Q4 | $14.8M | Sell |
85,250
-2,140
| -2% | -$370K | 0.3% | 79 |
|
|
2022
Q3 | $14.1M | Sell |
87,390
-2,289
| -3% | -$433K | 0.29% | 78 |
|
|
2022
Q2 | $16.4M | Buy |
89,679
+9,873
| +12% | +$1.8M | 0.31% | 70 |
|
|
2022
Q1 | $17.1M | Buy |
79,806
+509
| +0.6% | +$108K | 0.26% | 79 |
|
|
2021
Q4 | $17M | Buy |
79,297
+5,220
| +7% | +$1.06M | 0.25% | 81 |
|
|
2021
Q3 | $15.4M | Hold |
74,077
| – | – | 0.24% | 90 |
|
|
2021
Q2 | $15.4M | Buy |
74,077
+5,206
| +8% | +$1.04M | 0.2% | 116 |
|
|
2021
Q1 | $11.7M | Buy |
68,871
+28,629
| +71% | +$4.63M | 0.18% | 135 |
|
|
2020
Q4 | $6.78M | Sell |
40,242
-27,716
| -41% | -$4.68M | 0.1% | 231 |
|
|
2020
Q3 | $11.3M | Buy |
+67,958
| New | +$9.89M | 0.19% | 122 |
|
|
2020
Q2 | – | Sell |
-4,546
| Closed | -$425K | – | 349 |
|
|
2020
Q1 | $425K | Sell |
4,546
-3,659
| -45% | -$379K | 0.02% | 254 |
|
|
2019
Q4 | $961K | Buy |
8,205
+54
| +0.7% | +$6.39K | 0.03% | 230 |
|
|
2019
Q3 | $977K | Sell |
8,151
-437
| -5% | -$50K | 0.03% | 235 |
|
|
2019
Q2 | $887K | Buy |
8,588
+5
| +0.1% | +$520 | 0.03% | 268 |
|
|
2019
Q1 | $959K | Buy |
8,583
+4,916
| +134% | +$521K | 0.03% | 245 |
|
|
2018
Q4 | $358K | Buy |
3,667
+463
| +14% | +$50.2K | 0.01% | 286 |
|
|
2018
Q3 | $374K | Sell |
3,204
-117
| -4% | -$13.8K | 0.01% | 255 |
|
|
2018
Q2 | $353K | Buy |
3,321
+146
| +5% | +$16.4K | 0.01% | 280 |
|
|
2018
Q1 | $332K | Sell |
3,175
-528
| -14% | -$61K | 0.01% | 269 |
|
|
2017
Q4 | $441K | Buy |
3,703
+451
| +14% | +$53K | 0.01% | 260 |
|
|
2017
Q3 | $391K | Buy |
3,252
+138
| +4% | +$15.7K | 0.01% | 244 |
|
|
2017
Q2 | $344K | Sell |
3,114
-309
| -9% | -$33K | 0.01% | 244 |
|
|
2017
Q1 | $367K | Buy |
3,423
+507
| +17% | +$55.4K | 0.02% | 235 |
|
|
2016
Q4 | $334K | Buy |
2,916
+18
| +0.6% | +$2.03K | 0.01% | 235 |
|
|
2016
Q3 | $317K | Buy |
2,898
+101
| +4% | +$11K | 0.01% | 226 |
|
|
2016
Q2 | $301K | Buy |
2,797
+52
| +2% | +$5.41K | 0.01% | 237 |
|
|
2016
Q1 | $290K | Buy |
2,745
+2,244
| +448% | +$218K | 0.01% | 244 |
|
|
2015
Q4 | $48K | Buy |
+501
| New | +$51.2K | ﹤0.01% | 330 |
|
|
2013
Q4 | – | Sell |
-1,984
| Closed | -$181K | – | 409 |
|
|
2013
Q3 | $181K | Sell |
1,984
-138
| -7% | -$12.1K | 0.01% | 262 |
|
|
2013
Q2 | $183K | Buy |
+2,122
| New | +$182K | 0.01% | 261 |
|
Other funds holding UPS
Brinker Capital Investments's UPS Position: Q2 2026 in Review
Brinker Capital Investments increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $864K and bringing the position to 84,996 shares worth $9.14M. The position accounts for 0.07% of the portfolio, ranked #240.
Brinker Capital Investments first reported a position in UPS in Q2 2013 and has held it in 44 quarters since. The position peaked at $19.9M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Brinker Capital Investments held 84,996 shares of United Parcel Service worth $9.14M as of Q2 2026.
- Brinker Capital Investments bought 8,309 United Parcel Service shares in Q2 2026, an estimated $864K.
- United Parcel Service made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #240 holding.
- Brinker Capital Investments first reported a position in United Parcel Service in Q2 2013 and has held it in 44 quarters since.
- Brinker Capital Investments's United Parcel Service position peaked at $19.9M in Q1 2023.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.