CBA
UPS icon

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
Q2 		$2.75M Buy
+25,540
New +$2.66M 0.17% 134
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 0.06% 246

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

Coastal Bridge Advisors's UPS Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 25,540 shares worth $2.75M. The stake represents 0.17% of the portfolio and ranks #134 among its holdings. This is a return to the name: Coastal Bridge Advisors previously reported a position in UPS as recently as Q4 2025.

Coastal Bridge Advisors first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Coastal Bridge Advisors held 25,540 shares of United Parcel Service worth $2.75M as of Q2 2026.
  • United Parcel Service was a new Coastal Bridge Advisors position in Q2 2026.
  • United Parcel Service made up 0.17% of Coastal Bridge Advisors's portfolio in Q2 2026, its #134 holding.
  • Coastal Bridge Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.