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Caldwell Sutter Capital’s United Parcel Service UPS Stock Holding History

Caldwell Sutter 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 		$822K Buy
7,649
+522
+7% +$54.3K 0.31% 79
2026
Q1 		$701K Buy
7,127
+347
+5% +$37.2K 0.29% 92
2025
Q4 		$673K Buy
6,780
+545
+9% +$51K 0.29% 90
2025
Q3 		$521K Buy
6,235
+315
+5% +$28.5K 0.22% 115
2025
Q2 		$598K Buy
5,920
+1,955
+49% +$192K 0.27% 97
2025
Q1 		$436K Buy
3,965
+61
+2% +$7.29K 0.21% 121
2024
Q4 		$492K Sell
3,904
-55
-1% -$7.24K 0.23% 112
2024
Q3 		$540K Buy
3,959
+252
+7% +$33.1K 0.25% 109
2024
Q2 		$507K Buy
3,707
+342
+10% +$49K 0.25% 106
2024
Q1 		$500K Buy
3,365
+78
+2% +$11.9K 0.24% 108
2023
Q4 		$517K Buy
3,287
+142
+5% +$21.5K 0.26% 102
2023
Q3 		$490K Buy
3,145
+72
+2% +$12.4K 0.27% 99
2023
Q2 		$551K Buy
3,073
+1,458
+90% +$259K 0.29% 88
2023
Q1 		$313K Buy
1,615
+1,335
+477% +$245K 0.23% 92
2022
Q4 		$48.7K Buy
+280
New +$48.5K 0.04% 177

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

Caldwell Sutter Capital's UPS Position: Q2 2026 in Review

Caldwell Sutter Capital increased its United Parcel Service (UPS) stake by 7.3% in Q2 2026, buying an estimated $54.3K and bringing the position to 7,649 shares worth $822K. The position accounts for 0.31% of the portfolio, ranked #79.

Caldwell Sutter Capital first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Caldwell Sutter Capital held 7,649 shares of United Parcel Service worth $822K as of Q2 2026.
  • Caldwell Sutter Capital bought 522 United Parcel Service shares in Q2 2026, an estimated $54.3K.
  • United Parcel Service made up 0.31% of Caldwell Sutter Capital's portfolio in Q2 2026, its #79 holding.
  • Caldwell Sutter Capital first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.