Corient Private Wealth
UPS icon

Corient Private Wealth’s United Parcel Service UPS Stock Holding History

Corient Private Wealth’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 		$28.4M Sell
264,084
-36,528
-12% -$3.8M 0.04% 331
2026
Q1 		$29.4M Buy
300,612
+47,864
+19% +$5.13M 0.04% 324
2025
Q4 		$25.1M Buy
252,748
+129,383
+105% +$12.1M 0.03% 358
2025
Q3 		$10.3M Sell
123,365
-111,644
-48% -$10.1M 0.02% 515
2025
Q2 		$23.7M Sell
235,009
-111,188
-32% -$10.9M 0.03% 359
2025
Q1 		$38.1M Sell
346,197
-49,326
-12% -$5.9M 0.06% 272
2024
Q4 		$49.5M Sell
395,523
-65,168
-14% -$8.58M 0.08% 228
2024
Q3 		$62.8M Sell
460,691
-44,245
-9% -$5.81M 0.1% 199
2024
Q2 		$69.1M Sell
504,936
-27,264
-5% -$3.9M 0.12% 174
2024
Q1 		$79.1M Sell
532,200
-113,322
-18% -$17.2M 0.14% 159
2023
Q4 		$101M Buy
645,522
+1,150
+0.2% +$174K 0.19% 124
2023
Q3 		$100M Sell
644,372
-2,015
-0.3% -$348K 0.23% 103
2023
Q2 		$116M Buy
646,387
+227,285
+54% +$40.4M 0.27% 93
2023
Q1 		$81.3M Buy
419,102
+119,402
+40% +$21.9M 0.22% 112
2022
Q4 		$52.2M Buy
+299,700
New +$51.9M 0.19% 127

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

Corient Private Wealth's UPS Position: Q2 2026 in Review

Corient Private Wealth reduced its United Parcel Service (UPS) stake by 12% in Q2 2026, selling an estimated $3.8M and leaving 264,084 shares worth $28.4M. The position accounts for 0.04% of the portfolio, ranked #331.

Corient Private Wealth first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $116M in Q2 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Corient Private Wealth held 264,084 shares of United Parcel Service worth $28.4M as of Q2 2026.
  • Corient Private Wealth sold 36,528 United Parcel Service shares in Q2 2026, an estimated $3.8M.
  • United Parcel Service made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #331 holding.
  • Corient Private Wealth first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's United Parcel Service position peaked at $116M in Q2 2023.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.