CRI
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Commonwealth Retirement Investments’s United Parcel Service UPS Stock Holding History

Commonwealth Retirement 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 		$1.28M Sell
11,864
-34,126
-74% -$3.55M 0.35% 70
2026
Q1 		$4.52M Buy
45,990
+5,031
+12% +$540K 1.4% 19
2025
Q4 		$4.06M Sell
40,959
-9,848
-19% -$921K 1.31% 23
2025
Q3 		$4.24M Buy
50,807
+3,921
+8% +$355K 1.44% 17
2025
Q2 		$4.73M Buy
46,886
+12,582
+37% +$1.24M 1.8% 16
2025
Q1 		$3.77M Buy
34,304
+5,884
+21% +$704K 1.53% 19
2024
Q4 		$3.58M Sell
28,420
-2,421
-8% -$319K 1.48% 19
2024
Q3 		$4.2M Buy
30,841
+1,256
+4% +$165K 1.76% 18
2024
Q2 		$4.05M Buy
29,585
+1,037
+4% +$148K 1.85% 18
2024
Q1 		$4.24M Buy
28,548
+4,222
+17% +$642K 2.03% 18
2023
Q4 		$3.82M Buy
24,326
+1,041
+4% +$157K 2.03% 16
2023
Q3 		$3.63M Buy
23,285
+1,150
+5% +$198K 2.09% 18
2023
Q2 		$3.97M Buy
22,135
+617
+3% +$110K 2.21% 19
2023
Q1 		$4.17M Buy
21,518
+299
+1% +$54.8K 2.48% 18
2022
Q4 		$3.69M Buy
+21,219
New +$3.67M 2.24% 21

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

Commonwealth Retirement Investments's UPS Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its United Parcel Service (UPS) stake by 74% in Q2 2026, selling an estimated $3.55M and leaving 11,864 shares worth $1.28M. The position accounts for 0.35% of the portfolio, ranked #70.

Commonwealth Retirement Investments first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.73M in Q2 2025. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Commonwealth Retirement Investments held 11,864 shares of United Parcel Service worth $1.28M as of Q2 2026.
  • Commonwealth Retirement Investments sold 34,126 United Parcel Service shares in Q2 2026, an estimated $3.55M.
  • United Parcel Service made up 0.35% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #70 holding.
  • Commonwealth Retirement Investments first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's United Parcel Service position peaked at $4.73M in Q2 2025.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.