Charter Capital Management’s United Parcel Service UPS Stock Holding History

Charter Capital 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	$484K	Sell	4,503 -908	-17%	-$94.4K	0.21%	41
2026 Q1	$532K	Buy	5,411 +194	+4%	+$20.8K	0.27%	35
2025 Q4	$518K	Sell	5,217 -3,014	-37%	-$282K	0.27%	36
2025 Q3	$688K	Buy	8,231 +92	+1%	+$8.33K	0.37%	26
2025 Q2	$822K	Buy	+8,139	New	+$801K	0.48%	23

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Charter Capital Management's UPS Position: Q2 2026 in Review

Charter Capital Management reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $94.4K and leaving 4,503 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #41.

Charter Capital Management first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $822K in Q2 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Charter Capital Management held 4,503 shares of United Parcel Service worth $484K as of Q2 2026.
Charter Capital Management sold 908 United Parcel Service shares in Q2 2026, an estimated $94.4K.
United Parcel Service made up 0.21% of Charter Capital Management's portfolio in Q2 2026, its #41 holding.
Charter Capital Management first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
Charter Capital Management's United Parcel Service position peaked at $822K in Q2 2025.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.