Claro Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $316K | Sell |
2,939
-1,804
| -38% | -$188K | 0.03% | 392 |
|
|
2026
Q1 | $467K | Sell |
4,743
-115
| -2% | -$12.3K | 0.06% | 255 |
|
|
2025
Q4 | $482K | Buy |
4,858
+805
| +20% | +$75.3K | 0.07% | 227 |
|
|
2025
Q3 | $339K | Buy |
4,053
+203
| +5% | +$18.4K | 0.05% | 294 |
|
|
2025
Q2 | $389K | Sell |
3,850
-550
| -13% | -$54.1K | 0.06% | 247 |
|
|
2025
Q1 | $484K | Buy |
4,400
+744
| +20% | +$89K | 0.06% | 272 |
|
|
2024
Q4 | $461K | Sell |
3,656
-253
| -6% | -$33.3K | 0.06% | 260 |
|
|
2024
Q3 | $533K | Buy |
3,909
+1,367
| +54% | +$179K | 0.07% | 259 |
|
|
2024
Q2 | $348K | Sell |
2,542
-169
| -6% | -$24.2K | 0.05% | 294 |
|
|
2024
Q1 | $403K | Buy |
2,711
+267
| +11% | +$40.6K | 0.07% | 267 |
|
|
2023
Q4 | $384K | Sell |
2,444
-810
| -25% | -$122K | 0.08% | 253 |
|
|
2023
Q3 | $507K | Sell |
3,254
-288
| -8% | -$49.7K | 0.13% | 197 |
|
|
2023
Q2 | $635K | Sell |
3,542
-119
| -3% | -$21.1K | 0.16% | 159 |
|
|
2023
Q1 | $710K | Buy |
3,661
+33
| +0.9% | +$6.05K | 0.21% | 118 |
|
|
2022
Q4 | $631K | Buy |
3,628
+323
| +10% | +$55.9K | 0.21% | 118 |
|
|
2022
Q3 | $603K | Hold |
3,305
| – | – | 0.24% | 109 |
|
|
2022
Q2 | $603K | Sell |
3,305
-602
| -15% | -$110K | 0.24% | 109 |
|
|
2022
Q1 | $837K | Hold |
3,907
| – | – | 0.3% | 86 |
|
|
2021
Q4 | $837K | Buy |
3,907
+41
| +1% | +$8.34K | 0.3% | 86 |
|
|
2021
Q3 | $704K | Buy |
3,866
+181
| +5% | +$35.7K | 0.3% | 90 |
|
|
2021
Q2 | $766K | Buy |
3,685
+31
| +0.8% | +$6.2K | 0.34% | 75 |
|
|
2021
Q1 | $621K | Buy |
3,654
+788
| +27% | +$127K | 0.31% | 87 |
|
|
2020
Q4 | $483K | Sell |
2,866
-204
| -7% | -$34.4K | 0.26% | 113 |
|
|
2020
Q3 | $512K | Sell |
3,070
-196
| -6% | -$28.5K | 0.32% | 89 |
|
|
2020
Q2 | $363K | Buy |
3,266
+318
| +11% | +$31.7K | 0.25% | 116 |
|
|
2020
Q1 | $275K | Sell |
2,948
-40
| -1% | -$4.14K | 0.26% | 119 |
|
|
2019
Q4 | $350K | Buy |
2,988
+1
| +0% | +$118 | 0.27% | 103 |
|
|
2019
Q3 | $358K | Buy |
2,987
+247
| +9% | +$28.2K | 0.32% | 99 |
|
|
2019
Q2 | $283K | Buy |
2,740
+697
| +34% | +$72.5K | 0.26% | 120 |
|
|
2019
Q1 | $228K | Buy |
2,043
+114
| +6% | +$12.1K | 0.23% | 133 |
|
|
2018
Q4 | $225K | Buy |
+1,929
| New | +$209K | 0.18% | 120 |
|
Other funds holding UPS
Claro Advisors's UPS Position: Q2 2026 in Review
Claro Advisors reduced its United Parcel Service (UPS) stake by 38% in Q2 2026, selling an estimated $188K and leaving 2,939 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #392.
Claro Advisors first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $837K in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Claro Advisors held 2,939 shares of United Parcel Service worth $316K as of Q2 2026.
- Claro Advisors sold 1,804 United Parcel Service shares in Q2 2026, an estimated $188K.
- United Parcel Service made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #392 holding.
- Claro Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's United Parcel Service position peaked at $837K in Q1 2022.
- 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.