Collar Capital Management’s United Parcel Service UPS Stock Holding History

Collar Capital Management’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 Q3	$2.88M	Sell	30,845 -75	-0.2%	-$7.87K	1.72%	24
2026 Q2	$3.32M	Sell	30,920 -537	-2%	-$55.8K	1.96%	18
2026 Q1	$3.09M	Sell	31,457 -17	-0.1%	-$1.82K	2%	21
2025 Q4	$3.12M	Buy	31,474 +378	+1%	+$35.4K	2.09%	16
2025 Q3	$2.6M	Buy	31,096 +6,225	+25%	+$564K	1.83%	23
2025 Q2	$2.51M	Buy	+24,871	New	+$2.45M	2.11%	14

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Collar Capital Management's UPS Position: Q3 2026 in Review

Collar Capital Management reduced its United Parcel Service (UPS) stake by 0.24% in Q3 2026, selling an estimated $7.87K and leaving 30,845 shares worth $2.88M. The position accounts for 1.72% of the portfolio, ranked #24.

Collar Capital Management first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.32M in Q2 2026. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Collar Capital Management held 30,845 shares of United Parcel Service worth $2.88M as of Q3 2026.
Collar Capital Management sold 75 United Parcel Service shares in Q3 2026, an estimated $7.87K.
United Parcel Service made up 1.72% of Collar Capital Management's portfolio in Q3 2026, its #24 holding.
Collar Capital Management first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
Collar Capital Management's United Parcel Service position peaked at $3.32M in Q2 2026.
1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Collar Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.