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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
Q2 		$742K Buy
+7,515
New +$781K 0.06% 229
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 $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

Coppell Advisory Solutions's UPS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in United Parcel Service (UPS) in Q2 2026: 7,515 shares worth $742K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in UPS as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in UPS in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.71M in Q3 2024. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Coppell Advisory Solutions held 7,515 shares of United Parcel Service worth $742K as of Q2 2026.
  • United Parcel Service was a new Coppell Advisory Solutions position in Q2 2026.
  • United Parcel Service made up 0.06% of Coppell Advisory Solutions's portfolio in Q2 2026, its #229 holding.
  • Coppell Advisory Solutions first reported a position in United Parcel Service in Q4 2020 and has held it in 14 quarters since.
  • Coppell Advisory Solutions's United Parcel Service position peaked at $2.71M in Q3 2024.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.