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Coppell Advisory Solutions’s United Parcel Service UPS Stock Holding History

Coppell Advisory Solutions’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
-14,136
Closed -$1.41M – 337
2025
Q4 		$1.41M Sell
14,136
-1,283
-8% -$120K 0.14% 143
2025
Q3 		$1.3M Buy
15,419
+1,380
+10% +$125K 0.14% 149
2025
Q2 		$1.42M Sell
14,039
-1,574
-10% -$155K 0.17% 130
2025
Q1 		$1.51M Sell
15,613
-653
-4% -$78.1K 0.21% 119
2024
Q4 		$2.04M Sell
16,266
-3,892
-19% -$512K 0.28% 73
2024
Q3 		$2.71M Buy
20,158
+1,343
+7% +$176K 0.4% 54
2024
Q2 		$2.57M Buy
+18,815
New +$2.69M 0.42% 50
2023
Q4 		$1.98M Buy
12,563
+5,952
+90% +$900K 0.39% 59
2023
Q3 		$1.15M Sell
6,611
-2,793
-30% -$482K 0.4% 62
2023
Q2 		$1.66M Buy
9,404
+1,427
+18% +$253K 0.47% 49
2023
Q1 		$1.52M Buy
7,977
+1,366
+21% +$251K 0.5% 48
2022
Q4 		$1.15M Buy
+6,611
New +$1.14M 0.39% 66
2020
Q4 		$529K Buy
+3,141
New +$530K 0.27% 97

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

Coppell Advisory Solutions's UPS Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 14,136 shares — an estimated $1.41M sold.

Coppell Advisory Solutions first reported a position in UPS in Q4 2020 and held it in 13 quarters. The position peaked at $2.71M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 14,136 United Parcel Service shares in Q1 2026, an estimated $1.41M.
  • Coppell Advisory Solutions first reported a position in United Parcel Service in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's United Parcel Service position peaked at $2.71M in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.