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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
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 $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

Catalyst Financial Partners's UPS Position: Q1 2026 in Review

Catalyst Financial Partners increased its United Parcel Service (UPS) stake by 113% in Q1 2026, buying an estimated $340K and bringing the position to 5,991 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #173.

Catalyst Financial Partners first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $730K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Catalyst Financial Partners held 5,991 shares of United Parcel Service worth $589K as of Q1 2026.
  • Catalyst Financial Partners bought 3,174 United Parcel Service shares in Q1 2026, an estimated $340K.
  • United Parcel Service made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #173 holding.
  • Catalyst Financial Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
  • Catalyst Financial Partners's United Parcel Service position peaked at $730K in Q2 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.