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Clifford Capital Partners’s United Parcel Service UPS Stock Holding History

Clifford Capital Partners’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 		$28.1M Sell
260,994
-4,664
-2% -$485K 3.86% 6
2026
Q1 		$26.1M Buy
265,658
+91,134
+52% +$9.77M 4.35% 3
2025
Q4 		$17.3M Sell
174,524
-1,336
-0.8% -$125K 2.94% 19
2025
Q3 		$14.7M Buy
175,860
+41,468
+31% +$3.76M 2.54% 25
2025
Q2 		$13.6M Buy
134,392
+72,360
+117% +$7.12M 2.59% 24
2025
Q1 		$6.82M Buy
+62,032
New +$7.42M 1.4% 31

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

Clifford Capital Partners's UPS Position: Q2 2026 in Review

Clifford Capital Partners reduced its United Parcel Service (UPS) stake by 1.8% in Q2 2026, selling an estimated $485K and leaving 260,994 shares worth $28.1M. The position accounts for 3.86% of the portfolio, ranked #6.

Clifford Capital Partners first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Clifford Capital Partners held 260,994 shares of United Parcel Service worth $28.1M as of Q2 2026.
  • Clifford Capital Partners sold 4,664 United Parcel Service shares in Q2 2026, an estimated $485K.
  • United Parcel Service made up 3.86% of Clifford Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Clifford Capital Partners first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Clifford Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.