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Coastal Bridge Advisors’s United Parcel Service UPS Stock Holding History

Coastal Bridge 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
Q1 		– Sell
-2,572
Closed -$255K – 480
2025
Q4 		$255K Sell
2,572
-85
-3% -$7.95K 0.02% 397
2025
Q3 		$222K Sell
2,657
-209
-7% -$18.9K 0.02% 413
2025
Q2 		$289K Sell
2,866
-3,131
-52% -$308K 0.02% 363
2025
Q1 		$660K Buy
+5,997
New +$717K 0.16% 137

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coastal Bridge Advisors's UPS Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,572 shares — an estimated $255K sold.

Coastal Bridge Advisors first reported a position in UPS in Q1 2025 and held it in 4 quarters. The position peaked at $660K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Coastal Bridge Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,572 United Parcel Service shares in Q1 2026, an estimated $255K.
  • Coastal Bridge Advisors first reported a position in United Parcel Service in Q1 2025 and held it in 4 quarters.
  • Coastal Bridge Advisors's United Parcel Service position peaked at $660K in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.