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Catalyst Funds Management’s United Parcel Service UPS Stock Holding History

Catalyst Funds Management’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 		$1.03M Sell
9,601
-12,899
-57% -$1.34M 0.06% 286
2026
Q1 		$2.21M Buy
+22,500
New +$2.41M 0.37% 67
2025
Q1 		– Sell
-4,800
Closed -$605K – 592
2024
Q4 		$605K Buy
+4,800
New +$632K 0.15% 137
2024
Q2 		– Sell
-6,400
Closed -$951K – 1624
2024
Q1 		$951K Buy
+6,400
New +$973K 0.27% 85

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 Funds Management's UPS Position: Q2 2026 in Review

Catalyst Funds Management reduced its United Parcel Service (UPS) stake by 57% in Q2 2026, selling an estimated $1.34M and leaving 9,601 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #286.

Catalyst Funds Management first reported a position in UPS in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.21M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Catalyst Funds Management held 9,601 shares of United Parcel Service worth $1.03M as of Q2 2026.
  • Catalyst Funds Management sold 12,899 United Parcel Service shares in Q2 2026, an estimated $1.34M.
  • United Parcel Service made up 0.06% of Catalyst Funds Management's portfolio in Q2 2026, its #286 holding.
  • Catalyst Funds Management first reported a position in United Parcel Service in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's United Parcel Service position peaked at $2.21M in Q1 2026.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.