Cetera Trust Company’s United Parcel Service UPS Stock Holding History

Cetera Trust Company’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	$495K	Sell	4,603 -65	-1%	-$6.76K	0.25%	76
2026 Q1	$459K	Sell	4,668 -65	-1%	-$6.97K	0.26%	75
2025 Q4	$469K	Sell	4,733 -65	-1%	-$6.08K	0.25%	75
2025 Q3	$401K	Sell	4,798 -151	-3%	-$13.7K	0.22%	81
2025 Q2	$500K	Sell	4,949 -65	-1%	-$6.39K	0.3%	64
2025 Q1	$551K	Sell	5,014 -65	-1%	-$7.77K	0.35%	58
2024 Q4	$640K	Sell	5,079 -65	-1%	-$8.55K	0.42%	50
2024 Q3	$701K	Sell	5,144 -65	-1%	-$8.53K	0.43%	53
2024 Q2	$713K	Sell	5,209 -65	-1%	-$9.31K	0.45%	53
2024 Q1	$784K	Sell	5,274 -65	-1%	-$9.88K	0.47%	52
2023 Q4	$839K	Buy	+5,339	New	+$807K	0.52%	48

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

Cetera Trust Company's UPS Position: Q2 2026 in Review

Cetera Trust Company reduced its United Parcel Service (UPS) stake by 1.4% in Q2 2026, selling an estimated $6.76K and leaving 4,603 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #76.

Cetera Trust Company first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $839K in Q4 2023. 2,140 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Cetera Trust Company held 4,603 shares of United Parcel Service worth $495K as of Q2 2026.
Cetera Trust Company sold 65 United Parcel Service shares in Q2 2026, an estimated $6.76K.
United Parcel Service made up 0.25% of Cetera Trust Company's portfolio in Q2 2026, its #76 holding.
Cetera Trust Company first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Cetera Trust Company's United Parcel Service position peaked at $839K in Q4 2023.
2,140 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.