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Cladis Investment Advisory’s United Parcel Service UPS Stock Holding History

Cladis Investment Advisory’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 		$1.96M Sell
18,271
-1,299
-7% -$135K 0.92% 30
2026
Q1 		$1.93M Sell
19,570
-2,968
-13% -$318K 1.06% 23
2025
Q4 		$2.24M Sell
22,538
-5,398
-19% -$505K 1.22% 18
2025
Q3 		$2.33M Buy
27,936
+8,344
+43% +$756K 1.34% 17
2025
Q2 		$1.98M Buy
19,592
+3,876
+25% +$381K 1.24% 20
2025
Q1 		$1.73M Buy
15,716
+3,701
+31% +$443K 1.25% 21
2024
Q4 		$1.52M Buy
12,015
+876
+8% +$115K 1.07% 28
2024
Q3 		$1.52M Buy
11,139
+4,083
+58% +$536K 1.05% 26
2024
Q2 		$966K Buy
7,056
+164
+2% +$23.5K 0.7% 43
2024
Q1 		$1.02M Buy
6,892
+2,825
+69% +$429K 0.75% 43
2023
Q4 		$640K Buy
4,067
+987
+32% +$149K 0.5% 63
2023
Q3 		$480K Buy
3,080
+1,281
+71% +$221K 0.42% 68
2023
Q2 		$323K Hold
1,799
– – 0.28% 97
2023
Q1 		$349K Hold
1,799
– – 0.31% 86
2022
Q4 		$313K Buy
1,799
+1
+0.1% +$173 0.31% 93
2022
Q3 		$290K Hold
1,798
– – 0.31% 95
2022
Q2 		$328K Buy
1,798
+1
+0.1% +$182 0.33% 92
2022
Q1 		$385K Hold
1,797
– – 0.31% 91
2021
Q4 		$385K Buy
+1,797
New +$365K 0.31% 99

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

Cladis Investment Advisory's UPS Position: Q2 2026 in Review

Cladis Investment Advisory reduced its United Parcel Service (UPS) stake by 6.6% in Q2 2026, selling an estimated $135K and leaving 18,271 shares worth $1.96M. The position accounts for 0.92% of the portfolio, ranked #30.

Cladis Investment Advisory first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q3 2025. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cladis Investment Advisory held 18,271 shares of United Parcel Service worth $1.96M as of Q2 2026.
  • Cladis Investment Advisory sold 1,299 United Parcel Service shares in Q2 2026, an estimated $135K.
  • United Parcel Service made up 0.92% of Cladis Investment Advisory's portfolio in Q2 2026, its #30 holding.
  • Cladis Investment Advisory first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's United Parcel Service position peaked at $2.33M in Q3 2025.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.