Cascade Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.49M | Sell |
13,851
-40
| -0.3% | -$4.16K | 0.81% | 59 |
|
|
2026
Q1 | $1.37M | Sell |
13,891
-715
| -5% | -$76.7K | 0.81% | 59 |
|
|
2025
Q4 | $1.45M | Sell |
14,606
-855
| -6% | -$80K | 0.85% | 58 |
|
|
2025
Q3 | $1.29M | Buy |
15,461
+1,885
| +14% | +$171K | 0.78% | 62 |
|
|
2025
Q2 | $1.37M | Buy |
13,576
+2,956
| +28% | +$291K | 0.88% | 49 |
|
|
2025
Q1 | $1.17M | Buy |
+10,620
| New | +$1.27M | 0.79% | 68 |
|
|
2023
Q2 | – | Sell |
-355
| Closed | -$68.9K | – | 218 |
|
|
2023
Q1 | $68.9K | Buy |
+355
| New | +$65.1K | 0.05% | 130 |
|
|
2022
Q3 | – | Sell |
-355
| Closed | -$64.8K | – | 211 |
|
|
2022
Q2 | $64.8K | Hold |
355
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $76.1K | Hold |
355
| – | – | 0.05% | 145 |
|
|
2021
Q4 | $76.1K | Hold |
355
| – | – | 0.04% | 147 |
|
|
2021
Q3 | $64.6K | Hold |
355
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $73.8K | Hold |
355
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $60.3K | Buy |
355
+5
| +1% | +$809 | 0.04% | 151 |
|
|
2020
Q4 | $58.9K | Hold |
350
| – | – | 0.04% | 151 |
|
|
2020
Q3 | $58.3K | Hold |
350
| – | – | 0.05% | 142 |
|
|
2020
Q2 | $38.9K | Hold |
350
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $32.7K | Hold |
350
| – | – | 0.04% | 156 |
|
|
2019
Q4 | $41K | Sell |
350
-225
| -39% | -$26.6K | 0.03% | 162 |
|
|
2019
Q3 | $68.9K | Buy |
575
+225
| +64% | +$25.7K | 0.05% | 132 |
|
|
2019
Q2 | $36.1K | Hold |
350
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $39.1K | Hold |
350
| – | – | 0.04% | 144 |
|
|
2018
Q4 | $34.1K | Sell |
350
-150
| -30% | -$16.3K | 0.03% | 142 |
|
|
2018
Q3 | $58.4K | Hold |
500
| – | – | 0.05% | 125 |
|
|
2018
Q2 | $53.1K | Sell |
500
-25
| -5% | -$2.81K | 0.05% | 128 |
|
|
2018
Q1 | $54.9K | Buy |
525
+225
| +75% | +$26K | 0.04% | 124 |
|
|
2017
Q4 | $35.7K | Hold |
300
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $36K | Hold |
300
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $33.2K | Hold |
300
| – | – | 0.03% | 133 |
|
|
2017
Q1 | $32.2K | Sell |
300
-225
| -43% | -$24.6K | 0.03% | 120 |
|
|
2016
Q4 | $60.2K | Buy |
+525
| New | +$59.2K | 0.05% | 107 |
|
|
2016
Q2 | $41.5K | Buy |
+385
| New | +$40.1K | 0.04% | 109 |
|
Other funds holding UPS
Cascade Investment Advisors's UPS Position: Q2 2026 in Review
Cascade Investment Advisors reduced its United Parcel Service (UPS) stake by 0.29% in Q2 2026, selling an estimated $4.16K and leaving 13,851 shares worth $1.49M. The position accounts for 0.81% of the portfolio, ranked #59.
Cascade Investment Advisors first reported a position in UPS in Q2 2016 and has held it in 31 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Cascade Investment Advisors held 13,851 shares of United Parcel Service worth $1.49M as of Q2 2026.
- Cascade Investment Advisors sold 40 United Parcel Service shares in Q2 2026, an estimated $4.16K.
- United Parcel Service made up 0.81% of Cascade Investment Advisors's portfolio in Q2 2026, its #59 holding.
- Cascade Investment Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 31 quarters since.
- 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.