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Charter Research & Investment Group’s United Parcel Service UPS Stock Holding History

Charter Research & Investment Group’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 		$1.05M Sell
9,778
-265
-3% -$27.5K 0.64% 39
2026
Q1 		$988K Sell
10,043
-12
-0.1% -$1.29K 0.66% 41
2025
Q4 		$997K Sell
10,055
-460
-4% -$43K 0.67% 38
2025
Q3 		$878K Sell
10,515
-205
-2% -$18.6K 0.61% 42
2025
Q2 		$1.08M Sell
10,720
-3,355
-24% -$330K 0.81% 36
2025
Q1 		$1.55M Sell
14,075
-720
-5% -$86.1K 1.18% 26
2024
Q4 		$1.87M Hold
14,795
– – 1.42% 22
2024
Q3 		$2.02M Buy
14,795
+65
+0.4% +$8.53K 1.49% 21
2024
Q2 		$2.02M Sell
14,730
-413
-3% -$59.1K 1.59% 20
2024
Q1 		$2.25M Sell
15,143
-7
-0% -$1.06K 1.78% 21
2023
Q4 		$2.38M Sell
15,150
-140
-0.9% -$21.2K 1.98% 15
2023
Q3 		$2.38M Sell
15,290
-110
-0.7% -$19K 2.15% 14
2023
Q2 		$2.76M Sell
15,400
-69
-0.4% -$12.3K 2.29% 13
2023
Q1 		$3M Buy
15,469
+239
+2% +$43.8K 2.63% 11
2022
Q4 		$2.65M Sell
15,230
-275
-2% -$47.6K 2.54% 14
2022
Q3 		$2.5M Buy
15,505
+76
+0.5% +$14.4K 2.53% 12
2022
Q2 		$2.82M Buy
15,429
+418
+3% +$76.2K 2.56% 12
2022
Q1 		$3.22M Buy
15,011
+91
+0.6% +$19.3K 2.61% 9
2021
Q4 		$3.2M Buy
14,920
+100
+0.7% +$20.3K 2.52% 9
2021
Q3 		$2.7M Buy
14,820
+95
+0.6% +$18.8K 2.24% 17
2021
Q2 		$3.06M Sell
14,725
-115
-0.8% -$23K 2.54% 12
2021
Q1 		$2.52M Hold
14,840
– – 2.2% 18
2020
Q4 		$2.5M Hold
14,840
– – 2.4% 14
2020
Q3 		$2.47M Sell
14,840
-5,625
-27% -$819K 2.71% 11
2020
Q2 		$2.27M Buy
20,465
+1,055
+5% +$105K 2.62% 10
2020
Q1 		$1.81M Buy
+19,410
New +$2.01M 2.39% 9

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

Charter Research & Investment Group's UPS Position: Q2 2026 in Review

Charter Research & Investment Group reduced its United Parcel Service (UPS) stake by 2.6% in Q2 2026, selling an estimated $27.5K and leaving 9,778 shares worth $1.05M. The position accounts for 0.64% of the portfolio, ranked #39.

Charter Research & Investment Group first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.22M in Q1 2022. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Charter Research & Investment Group held 9,778 shares of United Parcel Service worth $1.05M as of Q2 2026.
  • Charter Research & Investment Group sold 265 United Parcel Service shares in Q2 2026, an estimated $27.5K.
  • United Parcel Service made up 0.64% of Charter Research & Investment Group's portfolio in Q2 2026, its #39 holding.
  • Charter Research & Investment Group first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Charter Research & Investment Group's United Parcel Service position peaked at $3.22M in Q1 2022.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.