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Castleview Partners’s United Parcel Service UPS Stock Holding History

Castleview 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 		$358K Buy
3,641
+525
+17% +$56.3K 0.18% 124
2025
Q4 		$309K Buy
3,116
+683
+28% +$63.9K 0.15% 138
2025
Q3 		$203K Buy
+2,433
New +$220K 0.11% 168
2025
Q1 		– Sell
-1,704
Closed -$211K – 542
2024
Q4 		$211K Buy
1,704
+57
+3% +$7.5K 0.11% 184
2024
Q3 		$225K Sell
1,647
-87
-5% -$11.4K 0.13% 162
2024
Q2 		$237K Buy
1,734
+63
+4% +$9.02K 0.13% 152
2024
Q1 		$248K Sell
1,671
-75
-4% -$11.4K 0.14% 159
2023
Q4 		$275K Buy
1,746
+69
+4% +$10.4K 0.19% 113
2023
Q3 		$261K Buy
1,677
+91
+6% +$15.7K 0.24% 94
2023
Q2 		$284K Sell
1,586
-291
-16% -$51.7K 0.26% 86
2023
Q1 		$364K Buy
1,877
+24
+1% +$4.4K 0.32% 75
2022
Q4 		$322K Sell
1,853
-153
-8% -$26.5K 0.31% 77
2022
Q3 		$324K Buy
2,006
+2,004
+100,200% +$379K 0.31% 78
2022
Q2 		$136 Sell
2
-1,969
-100% -$359K ﹤0.01% 747
2022
Q1 		$422K Sell
1,971
-329,827
-99% -$70.1M 0.26% 79
2021
Q4 		$1.55K Buy
+331,798
New +$67.5M 0.01% 319
2021
Q2 		$265K Buy
+1,274
New +$255K 0.12% 185

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

Castleview Partners's UPS Position: Q1 2026 in Review

Castleview Partners increased its United Parcel Service (UPS) stake by 17% in Q1 2026, buying an estimated $56.3K and bringing the position to 3,641 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #124.

Castleview Partners first reported a position in UPS in Q2 2021 and has held it in 17 quarters since. The position peaked at $422K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Castleview Partners held 3,641 shares of United Parcel Service worth $358K as of Q1 2026.
  • Castleview Partners bought 525 United Parcel Service shares in Q1 2026, an estimated $56.3K.
  • United Parcel Service made up 0.18% of Castleview Partners's portfolio in Q1 2026, its #124 holding.
  • Castleview Partners first reported a position in United Parcel Service in Q2 2021 and has held it in 17 quarters since.
  • Castleview Partners's United Parcel Service position peaked at $422K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.