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Catalyst Financial Partners’s United Parcel Service UPS Stock Holding History

Catalyst Financial 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 		$414K Sell
3,850
-2,141
-36% -$223K 0.04% 257
2026
Q1 		$589K Buy
5,991
+3,174
+113% +$340K 0.07% 173
2025
Q4 		$279K Buy
+2,817
New +$263K 0.03% 263
2025
Q3 		– Sell
-2,277
Closed -$230K – 325
2025
Q2 		$230K Sell
2,277
-215
-9% -$21.2K 0.03% 270
2025
Q1 		$274K Sell
2,492
-279
-10% -$33.4K 0.05% 230
2024
Q4 		$349K Buy
2,771
+200
+8% +$26.3K 0.07% 185
2024
Q3 		$351K Sell
2,571
-233
-8% -$30.6K 0.07% 179
2024
Q2 		$384K Sell
2,804
-376
-12% -$53.8K 0.08% 155
2024
Q1 		$452K Sell
3,180
-422
-12% -$64.1K 0.12% 120
2023
Q4 		$566K Sell
3,602
-114
-3% -$17.2K 0.16% 85
2023
Q3 		$579K Sell
3,716
-354
-9% -$61.1K 0.19% 74
2023
Q2 		$730K Buy
4,070
+513
+14% +$91.1K 0.26% 60
2023
Q1 		$690K Buy
3,557
+2,179
+158% +$400K 0.3% 55
2022
Q4 		$240K Buy
+1,378
New +$239K 0.12% 140

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

Catalyst Financial Partners's UPS Position: Q2 2026 in Review

Catalyst Financial Partners reduced its United Parcel Service (UPS) stake by 36% in Q2 2026, selling an estimated $223K and leaving 3,850 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #257.

Catalyst Financial Partners first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $730K in Q2 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Catalyst Financial Partners held 3,850 shares of United Parcel Service worth $414K as of Q2 2026.
  • Catalyst Financial Partners sold 2,141 United Parcel Service shares in Q2 2026, an estimated $223K.
  • United Parcel Service made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #257 holding.
  • Catalyst Financial Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's United Parcel Service position peaked at $730K in Q2 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.