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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
Q2 		$505K Buy
4,701
+1,060
+29% +$110K 0.22% 114
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 Buy
+1,971
New +$419K 0.26% 79
2021
Q2 		$265K Buy
+1,274
New +$255K 0.12% 185

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

Castleview Partners's UPS Position: Q2 2026 in Review

Castleview Partners increased its United Parcel Service (UPS) stake by 29% in Q2 2026, buying an estimated $110K and bringing the position to 4,701 shares worth $505K. The position accounts for 0.22% of the portfolio, ranked #114.

Castleview Partners first reported a position in UPS in Q2 2021 and has held it in 17 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Castleview Partners held 4,701 shares of United Parcel Service worth $505K as of Q2 2026.
  • Castleview Partners bought 1,060 United Parcel Service shares in Q2 2026, an estimated $110K.
  • United Parcel Service made up 0.22% of Castleview Partners's portfolio in Q2 2026, its #114 holding.
  • Castleview Partners first reported a position in United Parcel Service in Q2 2021 and has held it in 17 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.