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UPS icon

COWA LLC’s United Parcel Service UPS Stock Holding History

COWA LLC’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 		$2.54M Buy
23,646
+1,914
+9% +$199K 0.64% 30
2026
Q1 		$2.14M Buy
21,732
+770
+4% +$82.6K 0.58% 33
2025
Q4 		$2.08M Buy
20,962
+2,690
+15% +$252K 0.63% 32
2025
Q3 		$1.53M Buy
18,272
+9,487
+108% +$859K 0.51% 40
2025
Q2 		$887K Buy
8,785
+6,738
+329% +$663K 0.34% 58
2025
Q1 		$225K Buy
+2,047
New +$245K 0.1% 120
2021
Q1 		– Sell
-300
Closed -$49K – 409
2020
Q4 		$49K Buy
+300
New +$50.6K 0.04% 200

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

COWA LLC's UPS Position: Q2 2026 in Review

COWA LLC increased its United Parcel Service (UPS) stake by 8.8% in Q2 2026, buying an estimated $199K and bringing the position to 23,646 shares worth $2.54M. The position accounts for 0.64% of the portfolio, ranked #30.

COWA LLC first reported a position in UPS in Q4 2020 and has held it in 7 quarters since. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • COWA LLC held 23,646 shares of United Parcel Service worth $2.54M as of Q2 2026.
  • COWA LLC bought 1,914 United Parcel Service shares in Q2 2026, an estimated $199K.
  • United Parcel Service made up 0.64% of COWA LLC's portfolio in Q2 2026, its #30 holding.
  • COWA LLC first reported a position in United Parcel Service in Q4 2020 and has held it in 7 quarters since.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.