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Cary Street Partners Investment Advisory’s United Parcel Service UPS Stock Holding History

Cary Street Partners Investment 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 		$191K Buy
1,781
+304
+21% +$31.6K 0.04% 386
2026
Q1 		$145K Buy
1,477
+497
+51% +$53.3K 0.04% 401
2025
Q4 		$97.2K Buy
980
+45
+5% +$4.21K 0.03% 433
2025
Q3 		$78.1K Sell
935
-278
-23% -$25.2K 0.03% 390
2025
Q2 		$122K Sell
1,213
-407
-25% -$40K 0.06% 306
2025
Q1 		$178K Buy
1,620
+453
+39% +$54.2K 0.1% 232
2024
Q4 		$147K Sell
1,167
-42,336
-97% -$5.57M 0.1% 227
2024
Q3 		$5.93M Buy
43,503
+4,973
+13% +$653K 0.22% 113
2024
Q2 		$5.27M Buy
38,530
+1,827
+5% +$262K 0.21% 119
2024
Q1 		$5.46M Sell
36,703
-404
-1% -$61.4K 0.23% 120
2023
Q4 		$5.83M Buy
37,107
+829
+2% +$125K 0.28% 97
2023
Q3 		$5.65M Buy
36,278
+17,547
+94% +$3.03M 0.3% 93
2023
Q2 		$3.36M Sell
18,731
-55
-0.3% -$9.77K 0.22% 128
2023
Q1 		$3.64M Sell
18,786
-539
-3% -$98.9K 0.26% 94
2022
Q4 		$3.36M Sell
19,325
-59
-0.3% -$10.2K 0.25% 103
2022
Q3 		$3.13M Buy
19,384
+1,316
+7% +$249K 0.26% 99
2022
Q2 		$3.3M Buy
18,068
+6,764
+60% +$1.23M 0.28% 95
2022
Q1 		$2.42M Sell
11,304
-1,018
-8% -$216K 0.67% 40
2021
Q4 		$2.64M Buy
12,322
+153
+1% +$31.1K 0.73% 34
2021
Q3 		$2.22M Sell
12,169
-194
-2% -$38.3K 0.73% 37
2021
Q2 		$2.57M Buy
12,363
+6,687
+118% +$1.34M 0.83% 33
2021
Q1 		$965K Sell
5,676
-33,261
-85% -$5.38M 0.4% 67
2020
Q4 		$6.56M Buy
38,937
+29,931
+332% +$5.05M 1.26% 11
2020
Q3 		$1.5M Buy
+9,006
New +$1.31M 0.32% 93

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's UPS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its United Parcel Service (UPS) stake by 21% in Q2 2026, buying an estimated $31.6K and bringing the position to 1,781 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #386.

Cary Street Partners Investment Advisory first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.56M in Q4 2020. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,781 shares of United Parcel Service worth $191K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 304 United Parcel Service shares in Q2 2026, an estimated $31.6K.
  • United Parcel Service made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #386 holding.
  • Cary Street Partners Investment Advisory first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's United Parcel Service position peaked at $6.56M in Q4 2020.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.