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Cahill Financial Advisors’s United Parcel Service UPS Stock Holding History

Cahill Financial 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 		$302K Sell
2,810
-88
-3% -$9.15K 0.03% 249
2026
Q1 		$285K Buy
2,898
+3
+0.1% +$322 0.03% 242
2025
Q4 		$287K Buy
2,895
+54
+2% +$5.05K 0.03% 246
2025
Q3 		$237K Sell
2,841
-66
-2% -$5.98K 0.03% 265
2025
Q2 		$293K Buy
+2,907
New +$286K 0.04% 231
2022
Q4 		– Sell
-2,076
Closed -$336K – 231
2022
Q3 		$336K Sell
2,076
-240
-10% -$45.4K 0.07% 175
2022
Q2 		$423K Buy
2,316
+193
+9% +$35.2K 0.09% 163
2022
Q1 		$456K Buy
+2,123
New +$451K 0.09% 163
2021
Q4 		– Sell
-795
Closed -$145K – 745
2021
Q3 		$145K Buy
+795
New +$157K 0.03% 240
2015
Q1 		– Sell
-2,045
Closed -$228K – 105
2014
Q4 		$228K Hold
2,045
– – 0.18% 97
2014
Q3 		$202K Hold
2,045
– – 0.16% 102
2014
Q2 		$210K Buy
+2,045
New +$205K 0.16% 106
2014
Q1 		– Sell
-2,000
Closed -$211K – 121
2013
Q4 		$211K Buy
+2,000
New +$197K 0.18% 101

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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's UPS Position: Q2 2026 in Review

Cahill Financial Advisors reduced its United Parcel Service (UPS) stake by 3% in Q2 2026, selling an estimated $9.15K and leaving 2,810 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #249.

Cahill Financial Advisors first reported a position in UPS in Q4 2013 and has held it in 13 quarters since. The position peaked at $456K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cahill Financial Advisors held 2,810 shares of United Parcel Service worth $302K as of Q2 2026.
  • Cahill Financial Advisors sold 88 United Parcel Service shares in Q2 2026, an estimated $9.15K.
  • United Parcel Service made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #249 holding.
  • Cahill Financial Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 13 quarters since.
  • Cahill Financial Advisors's United Parcel Service position peaked at $456K in Q1 2022.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.