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Choate Investment Advisors’s United Parcel Service UPS Stock Holding History

Choate Investment 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 		$1.65M Sell
15,367
-4,197
-21% -$436K 0.03% 193
2026
Q1 		$1.92M Buy
19,564
+244
+1% +$26.2K 0.04% 172
2025
Q4 		$1.92M Buy
19,320
+16,576
+604% +$1.55M 0.04% 159
2025
Q3 		$229K Sell
2,744
-284
-9% -$25.7K ﹤0.01% 385
2025
Q2 		$306K Sell
3,028
-2,350
-44% -$231K 0.01% 338
2025
Q1 		$592K Buy
5,378
+202
+4% +$24.2K 0.01% 240
2024
Q4 		$653K Buy
5,176
+308
+6% +$40.5K 0.02% 238
2024
Q3 		$664K Sell
4,868
-504
-9% -$66.2K 0.02% 234
2024
Q2 		$735K Sell
5,372
-522
-9% -$74.7K 0.02% 217
2024
Q1 		$876K Buy
5,894
+592
+11% +$90K 0.02% 212
2023
Q4 		$834K Sell
5,302
-991
-16% -$150K 0.03% 203
2023
Q3 		$981K Buy
6,293
+4,542
+259% +$784K 0.04% 164
2023
Q2 		$314K Buy
+1,751
New +$311K 0.01% 237
2017
Q4 		– Sell
-1,854
Closed -$223K – 247
2017
Q3 		$223K Buy
1,854
+17
+0.9% +$1.93K 0.01% 232
2017
Q2 		$203K Buy
+1,837
New +$196K 0.01% 241
2015
Q1 		– Sell
-91
Closed -$10.1K – 278
2014
Q4 		$10.1K Buy
+91
New +$9.6K ﹤0.01% 265
2014
Q3 		– Sell
-189
Closed -$19.4K – 298
2014
Q2 		$19.4K Sell
189
-1,932
-91% -$194K ﹤0.01% 284
2014
Q1 		$207K Sell
2,121
-85
-4% -$8.29K 0.01% 260
2013
Q4 		$232K Sell
2,206
-568
-20% -$55.9K 0.02% 243
2013
Q3 		$253K Buy
2,774
+119
+4% +$10.5K 0.02% 227
2013
Q2 		$230K Buy
+2,655
New +$228K 0.02% 234

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

Choate Investment Advisors's UPS Position: Q2 2026 in Review

Choate Investment Advisors reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $436K and leaving 15,367 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #193.

Choate Investment Advisors first reported a position in UPS in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.92M in Q1 2026. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Choate Investment Advisors held 15,367 shares of United Parcel Service worth $1.65M as of Q2 2026.
  • Choate Investment Advisors sold 4,197 United Parcel Service shares in Q2 2026, an estimated $436K.
  • United Parcel Service made up 0.03% of Choate Investment Advisors's portfolio in Q2 2026, its #193 holding.
  • Choate Investment Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 21 quarters since.
  • Choate Investment Advisors's United Parcel Service position peaked at $1.92M in Q1 2026.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.