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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
2016
Q4 		– Sell
-155
Closed -$45K – 531
2016
Q3 		$45K Buy
+155
New +$16.9K 0.01% 330
2016
Q1 		– Sell
-300
Closed -$9K – 636
2015
Q4 		$9K Buy
+300
New +$30.6K ﹤0.01% 443

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 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. 683 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.
  • 683 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.