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Colonial River Investments’s United Parcel Service UPS Stock Holding History

Colonial River Investments’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 		$261K Sell
2,426
-951
-28% -$98.9K 0.07% 216
2026
Q1 		$332K Sell
3,377
-3,071
-48% -$329K 0.12% 167
2025
Q4 		$640K Sell
6,448
-1,864
-22% -$174K 0.23% 89
2025
Q3 		$694K Buy
+8,312
New +$753K 0.26% 86
2025
Q2 		– Sell
-1,829
Closed -$201K – 240
2025
Q1 		$201K Sell
1,829
-348
-16% -$41.6K 0.11% 194
2024
Q4 		$274K Sell
2,177
-126
-5% -$16.6K 0.13% 154
2024
Q3 		$314K Buy
2,303
+259
+13% +$34K 0.16% 142
2024
Q2 		$280K Buy
2,044
+45
+2% +$6.44K 0.15% 117
2024
Q1 		$297K Buy
+1,999
New +$304K 0.17% 120
2023
Q2 		– Sell
-1,416
Closed -$275K – 211
2023
Q1 		$275K Sell
1,416
-532
-27% -$97.6K 0.16% 147
2022
Q4 		$339K Sell
1,948
-97
-5% -$16.8K 0.22% 115
2022
Q3 		$330K Buy
2,045
+121
+6% +$22.9K 0.23% 112
2022
Q2 		$351K Buy
1,924
+211
+12% +$38.5K 0.23% 115
2022
Q1 		$367K Sell
1,713
-518
-23% -$110K 0.21% 122
2021
Q4 		$478K Buy
+2,231
New +$454K 0.26% 102
2021
Q3 		– Sell
-2,065
Closed -$429K – 175
2021
Q2 		$429K Sell
2,065
-26
-1% -$5.2K 0.31% 88
2021
Q1 		$355K Buy
2,091
+177
+9% +$28.6K 0.29% 92
2020
Q4 		$319 Buy
+1,914
New +$323K 0.14% 96

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 $3.37T AUM 44.26% 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

Colonial River Investments's UPS Position: Q2 2026 in Review

Colonial River Investments reduced its United Parcel Service (UPS) stake by 28% in Q2 2026, selling an estimated $98.9K and leaving 2,426 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #216.

Colonial River Investments first reported a position in UPS in Q4 2020 and has held it in 18 quarters since. The position peaked at $694K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Colonial River Investments held 2,426 shares of United Parcel Service worth $261K as of Q2 2026.
  • Colonial River Investments sold 951 United Parcel Service shares in Q2 2026, an estimated $98.9K.
  • United Parcel Service made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #216 holding.
  • Colonial River Investments first reported a position in United Parcel Service in Q4 2020 and has held it in 18 quarters since.
  • Colonial River Investments's United Parcel Service position peaked at $694K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.