Broadwater Capital’s United Parcel Service UPS Stock Holding History

Broadwater Capital’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	$135K	Hold	1,255	–	–	0.1%	78
2026 Q1	$124K	Hold	1,255	–	–	0.09%	76
2025 Q4	$124K	Hold	1,255	–	–	0.09%	76
2025 Q3	$105K	Sell	1,255 -156,716	-99%	-$14.2M	0.08%	90
2025 Q2	$158M	Buy	157,971 +156,406	+9,994%	+$15.4M	0.12%	80
2025 Q1	$172K	Hold	1,565	–	–	0.13%	79
2024 Q4	$197K	Hold	1,565	–	–	0.15%	76
2024 Q3	$213K	Hold	1,565	–	–	0.16%	78
2024 Q2	$214K	Hold	1,565	–	–	0.17%	77
2024 Q1	$233K	Hold	1,565	–	–	0.18%	73
2023 Q4	$246K	Buy	+1,565	New	+$237K	0.19%	73

Other funds holding UPS

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

SPC

Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Broadwater Capital's UPS Position: Q2 2026 in Review

Broadwater Capital held its United Parcel Service (UPS) position steady in Q2 2026 at 1,255 shares worth $135K. The position accounts for 0.1% of the portfolio, ranked #78.

Broadwater Capital first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $158M in Q2 2025. 1,184 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Broadwater Capital held 1,255 shares of United Parcel Service worth $135K as of Q2 2026.
Broadwater Capital left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.1% of Broadwater Capital's portfolio in Q2 2026, its #78 holding.
Broadwater Capital first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's United Parcel Service position peaked at $158M in Q2 2025.
1,184 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.