Brown, Lisle/Cummings’s United Parcel Service UPS Stock Holding History

Brown, Lisle/Cummings’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	$1.01M	Buy	9,383 +1,087	+13%	+$113K	0.23%	109
2026 Q1	$816K	Sell	8,296 -194	-2%	-$20.8K	0.2%	111
2025 Q4	$842K	Buy	8,490 +357	+4%	+$33.4K	0.21%	112
2025 Q3	$679K	Buy	8,133 +1,643	+25%	+$149K	0.17%	118
2025 Q2	$655K	Buy	6,490 +375	+6%	+$36.9K	0.17%	118
2025 Q1	$673K	Buy	6,115 +1,280	+26%	+$153K	0.2%	117
2024 Q4	$610K	Buy	4,835 +357	+8%	+$47K	0.18%	120
2024 Q3	$610K	Buy	4,478 +1,050	+31%	+$138K	0.19%	116
2024 Q2	$469K	Buy	3,428 +1,053	+44%	+$151K	0.15%	139
2024 Q1	$353K	Buy	2,375 +3	+0.1%	+$456	0.12%	157
2023 Q4	$373K	Buy	2,372 +675	+40%	+$102K	0.14%	147
2023 Q3	$265K	Buy	1,697 +65	+4%	+$11.2K	0.12%	156
2023 Q2	$293K	Buy	1,632 +97	+6%	+$17.2K	0.13%	151
2023 Q1	$298K	Buy	1,535 +100	+7%	+$18.3K	0.15%	138
2022 Q4	$249K	Buy	1,435 +62	+5%	+$10.7K	0.13%	142
2022 Q3	$222K	Hold	1,373	–	–	0.13%	142
2022 Q2	$251K	Buy	1,373 +126	+10%	+$23K	0.14%	137
2022 Q1	$267K	Hold	1,247	–	–	0.13%	146
2021 Q4	$267K	Buy	+1,247	New	+$254K	0.13%	144

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's UPS Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its United Parcel Service (UPS) stake by 13% in Q2 2026, buying an estimated $113K and bringing the position to 9,383 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #109.

Brown, Lisle/Cummings first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Brown, Lisle/Cummings held 9,383 shares of United Parcel Service worth $1.01M as of Q2 2026.
Brown, Lisle/Cummings bought 1,087 United Parcel Service shares in Q2 2026, an estimated $113K.
United Parcel Service made up 0.23% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #109 holding.
Brown, Lisle/Cummings first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.