Ceera Investments’s United Parcel Service UPS Stock Holding History

Ceera Investments’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	$1.52M	Buy	14,160 +1,672	+13%	+$174K	0.65%	42
2026 Q1	$1.23M	Buy	12,488 +1,952	+19%	+$209K	0.54%	45
2025 Q4	$1.05M	Sell	10,536 -5,628	-35%	-$526K	0.4%	48
2025 Q3	$1.35M	Buy	16,164 +372	+2%	+$33.7K	0.42%	50
2025 Q2	$1.59M	Buy	15,792 +1,269	+9%	+$125K	0.49%	44
2025 Q1	$1.6M	Buy	14,523 +3,225	+29%	+$386K	0.55%	42
2024 Q4	$1.42M	Buy	11,298 +4,282	+61%	+$564K	0.49%	46
2024 Q3	$957K	Buy	7,016 +3,080	+78%	+$404K	0.36%	53
2024 Q2	$539K	Buy	+3,936	New	+$564K	0.23%	63

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ceera Investments's UPS Position: Q2 2026 in Review

Ceera Investments increased its United Parcel Service (UPS) stake by 13% in Q2 2026, buying an estimated $174K and bringing the position to 14,160 shares worth $1.52M. The position accounts for 0.65% of the portfolio, ranked #42.

Ceera Investments first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Ceera Investments held 14,160 shares of United Parcel Service worth $1.52M as of Q2 2026.
Ceera Investments bought 1,672 United Parcel Service shares in Q2 2026, an estimated $174K.
United Parcel Service made up 0.65% of Ceera Investments's portfolio in Q2 2026, its #42 holding.
Ceera Investments first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
Ceera Investments's United Parcel Service position peaked at $1.6M in Q1 2025.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.