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Carson Advisory’s United Parcel Service UPS Stock Holding History

Carson Advisory’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 		$782K Sell
7,276
-570
-7% -$59.3K 0.36% 63
2026
Q1 		$772K Buy
7,846
+281
+4% +$30.1K 0.4% 61
2025
Q4 		$750K Sell
7,565
-2,671
-26% -$250K 0.39% 60
2025
Q3 		$855K Sell
10,236
-951
-9% -$86.1K 0.46% 53
2025
Q2 		$1.13M Sell
11,187
-1,073
-9% -$106K 0.72% 33
2025
Q1 		$1.35M Buy
12,260
+47
+0.4% +$5.62K 0.91% 27
2024
Q4 		$1.54M Sell
12,213
-1,536
-11% -$202K 1.07% 24
2024
Q3 		$1.87M Buy
13,749
+575
+4% +$75.5K 1.18% 20
2024
Q2 		$1.8M Buy
13,174
+3,354
+34% +$480K 1.26% 20
2024
Q1 		$1.46M Buy
9,820
+845
+9% +$128K 1.03% 25
2023
Q4 		$1.41M Buy
8,975
+140
+2% +$21.2K 1.1% 26
2023
Q3 		$1.38M Buy
8,835
+303
+4% +$52.3K 1.21% 22
2023
Q2 		$1.53M Buy
8,532
+349
+4% +$62K 1.29% 17
2023
Q1 		$1.59M Sell
8,183
-512
-6% -$93.9K 1.41% 15
2022
Q4 		$1.51M Buy
8,695
+462
+6% +$80K 1.45% 17
2022
Q3 		$1.33M Buy
8,233
+6
+0.1% +$1.14K 1.47% 16
2022
Q2 		$1.5M Buy
8,227
+351
+4% +$64K 1.68% 14
2022
Q1 		$1.69M Sell
7,876
-206
-3% -$43.8K 1.68% 14
2021
Q4 		$1.73M Buy
+8,082
New +$1.64M 1.75% 13

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

Carson Advisory's UPS Position: Q2 2026 in Review

Carson Advisory reduced its United Parcel Service (UPS) stake by 7.3% in Q2 2026, selling an estimated $59.3K and leaving 7,276 shares worth $782K. The position accounts for 0.36% of the portfolio, ranked #63.

Carson Advisory first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Carson Advisory held 7,276 shares of United Parcel Service worth $782K as of Q2 2026.
  • Carson Advisory sold 570 United Parcel Service shares in Q2 2026, an estimated $59.3K.
  • United Parcel Service made up 0.36% of Carson Advisory's portfolio in Q2 2026, its #63 holding.
  • Carson Advisory first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's United Parcel Service position peaked at $1.87M in Q3 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.