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Catherine Avery Investment Management’s United Parcel Service UPS Stock Holding History

Catherine Avery Investment 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 		$5.75M Sell
53,469
-3,400
-6% -$353K 2.51% 20
2026
Q1 		$5.59M Buy
56,869
+14,128
+33% +$1.52M 2.5% 23
2025
Q4 		$4.24M Buy
42,741
+370
+0.9% +$34.6K 2.54% 22
2025
Q3 		$3.54M Buy
42,371
+17,313
+69% +$1.57M 2.28% 28
2025
Q2 		$2.53M Buy
25,058
+3,377
+16% +$332K 1.92% 34
2025
Q1 		$2.38M Sell
21,681
-270
-1% -$32.3K 2.14% 25
2024
Q4 		$2.77M Buy
+21,951
New +$2.89M 2.44% 27

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

Catherine Avery Investment Management's UPS Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its United Parcel Service (UPS) stake by 6% in Q2 2026, selling an estimated $353K and leaving 53,469 shares worth $5.75M. The position accounts for 2.51% of the portfolio, ranked #20.

Catherine Avery Investment Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Catherine Avery Investment Management held 53,469 shares of United Parcel Service worth $5.75M as of Q2 2026.
  • Catherine Avery Investment Management sold 3,400 United Parcel Service shares in Q2 2026, an estimated $353K.
  • United Parcel Service made up 2.51% of Catherine Avery Investment Management's portfolio in Q2 2026, its #20 holding.
  • Catherine Avery Investment Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.