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Callan Family Office’s United Parcel Service UPS Stock Holding History

Callan Family Office’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
Q1 		$1.17M Sell
11,870
-217
-2% -$23.3K 0.03% 522
2025
Q4 		$1.2M Buy
12,087
+3,974
+49% +$372K 0.03% 501
2025
Q3 		$678K Sell
8,113
-5,668
-41% -$513K 0.02% 459
2025
Q2 		$1.39M Buy
13,781
+7,345
+114% +$723K 0.04% 336
2025
Q1 		$708K Sell
6,436
-1,927
-23% -$230K 0.05% 258
2024
Q4 		$1.05M Buy
8,363
+6,509
+351% +$857K 0.07% 242
2024
Q3 		$253K Buy
1,854
+349
+23% +$45.8K 0.04% 157
2024
Q2 		$206K Buy
+1,505
New +$215K 0.04% 151
2023
Q2 		– Sell
-1,814
Closed -$352K – 155
2023
Q1 		$352K Buy
+1,814
New +$333K 0.09% 121

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Family Office's UPS Position: Q1 2026 in Review

Callan Family Office reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $23.3K and leaving 11,870 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #522.

Callan Family Office first reported a position in UPS in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.39M in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Callan Family Office held 11,870 shares of United Parcel Service worth $1.17M as of Q1 2026.
  • Callan Family Office sold 217 United Parcel Service shares in Q1 2026, an estimated $23.3K.
  • United Parcel Service made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #522 holding.
  • Callan Family Office first reported a position in United Parcel Service in Q1 2023 and has held it in 9 quarters since.
  • Callan Family Office's United Parcel Service position peaked at $1.39M in Q2 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.