CI
UPS icon

Cherokee Insurance’s United Parcel Service UPS Stock Holding History

Cherokee Insurance’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 		$1.59M Hold
14,800
– – 0.61% 49
2026
Q1 		$1.46M Buy
14,800
+1,000
+7% +$107K 0.55% 52
2025
Q4 		$1.37M Sell
13,800
-2,450
-15% -$229K 0.55% 50
2025
Q3 		$1.36M Buy
16,250
+1,500
+10% +$136K 0.58% 48
2025
Q2 		$1.49M Hold
14,750
– – 0.65% 43
2025
Q1 		$1.62M Buy
14,750
+1,500
+11% +$179K 0.72% 42
2024
Q4 		$1.67M Buy
+13,250
New +$1.74M 0.76% 39

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

Cherokee Insurance's UPS Position: Q2 2026 in Review

Cherokee Insurance held its United Parcel Service (UPS) position steady in Q2 2026 at 14,800 shares worth $1.59M. The position accounts for 0.61% of the portfolio, ranked #49.

Cherokee Insurance first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cherokee Insurance held 14,800 shares of United Parcel Service worth $1.59M as of Q2 2026.
  • Cherokee Insurance left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.61% of Cherokee Insurance's portfolio in Q2 2026, its #49 holding.
  • Cherokee Insurance first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's United Parcel Service position peaked at $1.67M in Q4 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.