CIAS
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CBIZ Investment Advisory Services’s United Parcel Service UPS Stock Holding History

CBIZ Investment Advisory Services’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 		$1.57K Hold
16
– – ﹤0.01% 363
2026
Q1 		$1.57K Sell
16
-97
-86% -$10.4K ﹤0.01% 363
2025
Q4 		$11.2K Buy
113
+69
+157% +$6.45K ﹤0.01% 361
2025
Q3 		$3.67K Sell
44
-187
-81% -$16.9K ﹤0.01% 501
2025
Q2 		$23.3K Buy
231
+118
+104% +$11.6K ﹤0.01% 245
2025
Q1 		$12.4K Buy
113
+5
+5% +$598 ﹤0.01% 292
2024
Q4 		$13.6K Hold
108
– – ﹤0.01% 257
2024
Q3 		$14.7K Hold
108
– – ﹤0.01% 238
2024
Q2 		$14.8K Hold
108
– – ﹤0.01% 213
2024
Q1 		$16.1K Buy
+108
New +$16.4K ﹤0.01% 213

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's UPS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its United Parcel Service (UPS) position steady in Q2 2026 at 16 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

CBIZ Investment Advisory Services first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.3K in Q2 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CBIZ Investment Advisory Services held 16 shares of United Parcel Service worth $1.57K as of Q2 2026.
  • CBIZ Investment Advisory Services left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #363 holding.
  • CBIZ Investment Advisory Services first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's United Parcel Service position peaked at $23.3K in Q2 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.