Catalyst Capital Advisors’s United Parcel Service UPS Stock Holding History

Catalyst Capital Advisors’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	$50.3K	Sell	468 -7	-1%	-$728	﹤0.01%	295
2026 Q1	$46.7K	Sell	475 -2,051	-81%	-$220K	﹤0.01%	299
2025 Q4	$251K	Buy	+2,526	New	+$236K	0.01%	206
2024 Q4	–	Sell	-1,083	Closed	-$148K	–	586
2024 Q3	$148K	Buy	+1,083	New	+$142K	﹤0.01%	250
2017 Q2	–	Sell	-35,974	Closed	-$3.86M	–	565
2017 Q1	$3.86M	Sell	35,974 -63,258	-64%	-$6.91M	0.19%	96
2016 Q4	$11.4M	Buy	99,232 +63,230	+176%	+$7.12M	0.73%	13
2016 Q3	$3.94M	Sell	36,002 -5,204	-13%	-$568K	0.43%	55
2016 Q2	$4.44M	Sell	41,206 -6,544	-14%	-$681K	0.82%	40
2016 Q1	$5.04M	Buy	+47,750	New	+$4.64M	0.85%	43
2014 Q3	–	Sell	-39,268	Closed	-$4.03M	–	485
2014 Q2	$4.03M	Buy	+39,268	New	+$3.94M	0.66%	58

Other funds holding UPS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Catalyst Capital Advisors's UPS Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its United Parcel Service (UPS) stake by 1.5% in Q2 2026, selling an estimated $728 and leaving 468 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Catalyst Capital Advisors first reported a position in UPS in Q2 2014 and has held it in 10 quarters since. The position peaked at $11.4M in Q4 2016. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Catalyst Capital Advisors held 468 shares of United Parcel Service worth $50.3K as of Q2 2026.
Catalyst Capital Advisors sold 7 United Parcel Service shares in Q2 2026, an estimated $728.
United Parcel Service made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #295 holding.
Catalyst Capital Advisors first reported a position in United Parcel Service in Q2 2014 and has held it in 10 quarters since.
Catalyst Capital Advisors's United Parcel Service position peaked at $11.4M in Q4 2016.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.