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Carmel Capital Partners’s United Parcel Service UPS Stock Holding History

Carmel Capital Partners’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 		– Sell
-22,444
Closed -$2.21M – 160
2026
Q1 		$2.21M Sell
22,444
-530
-2% -$56.8K 0.8% 44
2025
Q4 		$2.28M Buy
22,974
+13,128
+133% +$1.23M 0.8% 46
2025
Q3 		$822K Sell
9,846
-8,956
-48% -$811K 0.35% 68
2025
Q2 		$1.9M Buy
18,802
+2,469
+15% +$243K 0.67% 50
2025
Q1 		$1.8M Buy
16,333
+808
+5% +$96.6K 0.71% 31
2024
Q4 		$1.96M Buy
15,525
+834
+6% +$110K 0.79% 25
2024
Q3 		$2M Buy
14,691
+2,732
+23% +$359K 0.77% 22
2024
Q2 		$1.64M Buy
11,959
+3,893
+48% +$557K 0.69% 25
2024
Q1 		$1.2M Buy
8,066
+6,219
+337% +$945K 0.5% 38
2023
Q4 		$290K Buy
1,847
+494
+37% +$74.7K 0.15% 112
2023
Q3 		$211K Sell
1,353
-5,950
-81% -$1.03M 0.09% 143
2023
Q2 		$1.31M Buy
7,303
+464
+7% +$82.4K 0.67% 34
2023
Q1 		$1.33M Buy
6,839
+243
+4% +$44.6K 0.78% 20
2022
Q4 		$1.15M Sell
6,596
-371
-5% -$64.2K 0.79% 22
2022
Q3 		$1.13M Buy
6,967
+219
+3% +$41.5K 1.09% 14
2022
Q2 		$1.23M Buy
6,748
+146
+2% +$26.6K 1.15% 14
2022
Q1 		$1.42M Buy
6,602
+105
+2% +$22.3K 1.18% 15
2021
Q4 		$1.39M Buy
+6,497
New +$1.32M 1.04% 19

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

Carmel Capital Partners's UPS Position: Q2 2026 in Review

Carmel Capital Partners sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 22,444 shares — an estimated $2.21M sold.

Carmel Capital Partners first reported a position in UPS in Q4 2021 and held it in 18 quarters. The position peaked at $2.28M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Carmel Capital Partners reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 22,444 United Parcel Service shares in Q2 2026, an estimated $2.21M.
  • Carmel Capital Partners first reported a position in United Parcel Service in Q4 2021 and held it in 18 quarters.
  • Carmel Capital Partners's United Parcel Service position peaked at $2.28M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.