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Cromwell Holdings’s United Parcel Service UPS Stock Holding History

Cromwell Holdings’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 		$255K Buy
2,375
+421
+22% +$43.8K 0.11% 158
2026
Q1 		$192K Hold
1,954
– – 0.11% 193
2025
Q4 		$194K Buy
1,954
+1,807
+1,229% +$169K 0.11% 187
2025
Q3 		$12.3K Sell
147
-2,193
-94% -$199K 0.01% 600
2025
Q2 		$236K Buy
2,340
+1,686
+258% +$166K 0.14% 138
2025
Q1 		$71.9K Sell
654
-1,346
-67% -$161K 0.05% 356
2024
Q4 		$252K Hold
2,000
– – 0.15% 122
2024
Q3 		$273K Buy
2,000
+383
+24% +$50.3K 0.18% 115
2024
Q2 		$221K Buy
+1,617
New +$232K 0.13% 135

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

Cromwell Holdings's UPS Position: Q2 2026 in Review

Cromwell Holdings increased its United Parcel Service (UPS) stake by 22% in Q2 2026, buying an estimated $43.8K and bringing the position to 2,375 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #158.

Cromwell Holdings first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $273K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cromwell Holdings held 2,375 shares of United Parcel Service worth $255K as of Q2 2026.
  • Cromwell Holdings bought 421 United Parcel Service shares in Q2 2026, an estimated $43.8K.
  • United Parcel Service made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #158 holding.
  • Cromwell Holdings first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's United Parcel Service position peaked at $273K in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.