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Centerpoint Advisors’s United Parcel Service UPS Stock Holding History

Centerpoint Advisors’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 		$25K Hold
229
– – 0.01% 230
2026
Q1 		$23K Hold
229
– – 0.01% 218
2025
Q4 		$23K Sell
229
-189
-45% -$17.7K 0.01% 223
2025
Q3 		$35K Buy
418
+4
+1% +$362 0.01% 191
2025
Q2 		$42K Buy
414
+232
+127% +$22.8K 0.01% 173
2025
Q1 		$20K Sell
182
-57
-24% -$6.82K 0.01% 244
2024
Q4 		$30K Buy
239
+2
+0.8% +$263 0.01% 213
2024
Q3 		$32K Buy
237
+2
+0.9% +$263 0.01% 217
2024
Q2 		$32K Buy
235
+175
+292% +$25.1K 0.01% 214
2024
Q1 		$9K Hold
60
– – ﹤0.01% 331
2023
Q4 		$9K Sell
60
-32
-35% -$4.84K ﹤0.01% 332
2023
Q3 		$14K Hold
92
– – 0.01% 301
2023
Q2 		$16K Sell
92
-91
-50% -$16.2K 0.01% 299
2023
Q1 		$36K Buy
183
+123
+205% +$22.6K 0.02% 189
2022
Q4 		$10K Hold
60
– – ﹤0.01% 309
2022
Q3 		$10K Hold
60
– – 0.01% 222
2022
Q2 		$11K Hold
60
– – 0.01% 224
2022
Q1 		$13K Hold
60
– – 0.01% 214
2021
Q4 		$13K Hold
60
– – 0.01% 205
2021
Q3 		$11K Hold
60
– – 0.01% 195
2021
Q2 		$12K Hold
60
– – 0.01% 196
2021
Q1 		$10K Hold
60
– – 0.01% 177
2020
Q4 		$10K Buy
+60
New +$10.1K 0.01% 165
2018
Q3 		– Sell
-144
Closed -$15K – 355
2018
Q2 		$15K Buy
+144
New +$16.2K 0.01% 158

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

Centerpoint Advisors's UPS Position: Q2 2026 in Review

Centerpoint Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 229 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #230.

Centerpoint Advisors first reported a position in UPS in Q2 2018 and has held it in 24 quarters since. The position peaked at $42K in Q2 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Centerpoint Advisors held 229 shares of United Parcel Service worth $25K as of Q2 2026.
  • Centerpoint Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #230 holding.
  • Centerpoint Advisors first reported a position in United Parcel Service in Q2 2018 and has held it in 24 quarters since.
  • Centerpoint Advisors's United Parcel Service position peaked at $42K in Q2 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.