C.M. Bidwell & Associates’s United Parcel Service UPS Stock Holding History

C.M. Bidwell & Associates’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	$2.15K	Hold	20	–	–	﹤0.01%	409
2026 Q1	$1.97K	Hold	20	–	–	﹤0.01%	410
2025 Q4	$1.98K	Hold	20	–	–	﹤0.01%	396
2025 Q3	$1.67K	Buy	+20	New	+$1.81K	﹤0.01%	416
2016 Q2	–	Sell	-34,985	Closed	-$3.69M	–	320
2016 Q1	$3.69M	Buy	+34,985	New	+$3.4M	0.92%	56
2015 Q1	–	Sell	-2,785	Closed	-$310K	–	264
2014 Q4	$310K	Buy	+2,785	New	+$294K	0.07%	124

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

C.M. Bidwell & Associates's UPS Position: Q2 2026 in Review

C.M. Bidwell & Associates held its United Parcel Service (UPS) position steady in Q2 2026 at 20 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

C.M. Bidwell & Associates first reported a position in UPS in Q4 2014 and has held it in 6 quarters since. The position peaked at $3.69M in Q1 2016. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

C.M. Bidwell & Associates held 20 shares of United Parcel Service worth $2.15K as of Q2 2026.
C.M. Bidwell & Associates left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #409 holding.
C.M. Bidwell & Associates first reported a position in United Parcel Service in Q4 2014 and has held it in 6 quarters since.
C.M. Bidwell & Associates's United Parcel Service position peaked at $3.69M in Q1 2016.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.