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Caerus Investment Advisors’s United Parcel Service UPS Stock Holding History

Caerus Investment Advisors’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 		$423K Sell
3,933
-293
-7% -$30.5K 0.14% 133
2026
Q1 		$416K Sell
4,226
-3,507
-45% -$376K 0.17% 120
2025
Q4 		$767K Buy
+7,733
New +$723K 0.25% 80
2024
Q2 		– Sell
-2,000
Closed -$297K – 33
2024
Q1 		$297K Hold
2,000
– – 0.29% 27
2023
Q4 		$314K Sell
2,000
-6
-0.3% -$907 0.3% 30
2023
Q3 		$313K Hold
2,006
– – 0.32% 24
2023
Q2 		$360K Hold
2,006
– – 0.41% 23
2023
Q1 		$389K Hold
2,006
– – 0.45% 33
2022
Q4 		$349K Hold
2,006
– – 0.53% 29
2022
Q3 		$324K Hold
2,006
– – 0.41% 37
2022
Q2 		$366K Sell
2,006
-200
-9% -$36.5K 0.44% 39
2022
Q1 		$400K Buy
2,206
+204
+10% +$43.3K 0.48% 34
2021
Q4 		$429K Buy
+2,002
New +$407K 0.46% 36

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caerus Investment Advisors's UPS Position: Q2 2026 in Review

Caerus Investment Advisors reduced its United Parcel Service (UPS) stake by 6.9% in Q2 2026, selling an estimated $30.5K and leaving 3,933 shares worth $423K. The position accounts for 0.14% of the portfolio, ranked #133.

Caerus Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 13 quarters since. The position peaked at $767K in Q4 2025. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Caerus Investment Advisors held 3,933 shares of United Parcel Service worth $423K as of Q2 2026.
  • Caerus Investment Advisors sold 293 United Parcel Service shares in Q2 2026, an estimated $30.5K.
  • United Parcel Service made up 0.14% of Caerus Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Caerus Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 13 quarters since.
  • Caerus Investment Advisors's United Parcel Service position peaked at $767K in Q4 2025.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.