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

Cove 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 		$33M Sell
307,074
-364,266
-54% -$37.9M 6.38% 3
2026
Q1 		$66M Buy
671,340
+603,357
+888% +$64.7M 15% 1
2025
Q4 		$6.74M Buy
67,983
+10,677
+19% +$999K 2.01% 9
2025
Q3 		$4.79M Buy
57,306
+50,993
+808% +$4.62M 1.52% 10
2025
Q2 		$637K Buy
6,313
+4,013
+174% +$395K 0.22% 88
2025
Q1 		$253K Buy
+2,300
New +$275K 0.13% 112

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

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

Cove Private Wealth reduced its United Parcel Service (UPS) stake by 54% in Q2 2026, selling an estimated $37.9M and leaving 307,074 shares worth $33M. The position accounts for 6.38% of the portfolio, ranked #3.

Cove Private Wealth first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $66M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cove Private Wealth held 307,074 shares of United Parcel Service worth $33M as of Q2 2026.
  • Cove Private Wealth sold 364,266 United Parcel Service shares in Q2 2026, an estimated $37.9M.
  • United Parcel Service made up 6.38% of Cove Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Cove Private Wealth first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • Cove Private Wealth's United Parcel Service position peaked at $66M in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.