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

Cary Street 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	$1.49M	Buy	13,873 +1,420	+11%	+$148K	0.03%	415
2026 Q1	$1.23M	Sell	12,453 -189	-1%	-$20.3K	0.03%	408
2025 Q4	$1.25M	Sell	12,642 -2,112	-14%	-$198K	0.03%	401
2025 Q3	$1.23M	Sell	14,754 -22,791	-61%	-$2.06M	0.03%	391
2025 Q2	$3.79M	Sell	37,545 -2,545	-6%	-$250K	0.11%	199
2025 Q1	$4.41M	Buy	40,090 +4,957	+14%	+$593K	0.14%	163
2024 Q4	$4.43M	Buy	+35,133	New	+$4.62M	0.14%	148

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Cary Street Partners increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 13,873 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #415.

Cary Street Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Cary Street Partners held 13,873 shares of United Parcel Service worth $1.49M as of Q2 2026.
Cary Street Partners bought 1,420 United Parcel Service shares in Q2 2026, an estimated $148K.
United Parcel Service made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #415 holding.
Cary Street Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's United Parcel Service position peaked at $4.43M in Q4 2024.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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