CCP
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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
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 $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

Carmel Capital Partners's UPS Position: Q1 2026 in Review

Carmel Capital Partners reduced its United Parcel Service (UPS) stake by 2.3% in Q1 2026, selling an estimated $56.8K and leaving 22,444 shares worth $2.21M. The position accounts for 0.8% of the portfolio, ranked #44.

Carmel Capital Partners first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Carmel Capital Partners held 22,444 shares of United Parcel Service worth $2.21M as of Q1 2026.
  • Carmel Capital Partners sold 530 United Parcel Service shares in Q1 2026, an estimated $56.8K.
  • United Parcel Service made up 0.8% of Carmel Capital Partners's portfolio in Q1 2026, its #44 holding.
  • Carmel Capital Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Carmel Capital Partners's United Parcel Service position peaked at $2.28M in Q4 2025.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.