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Curbstone Financial Management Corp’s United Parcel Service UPS Stock Holding History

Curbstone Financial Management Corp’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 		$458K Sell
4,256
-2,256
-35% -$235K 0.08% 193
2026
Q1 		$641K Hold
6,512
– – 0.12% 149
2025
Q4 		$646K Sell
6,512
-3,632
-36% -$340K 0.12% 141
2025
Q3 		$847K Sell
10,144
-128
-1% -$11.6K 0.16% 130
2025
Q2 		$1.04M Sell
10,272
-60
-0.6% -$5.9K 0.21% 106
2025
Q1 		$1.14M Buy
10,332
+660
+7% +$78.9K 0.24% 97
2024
Q4 		$1.22M Buy
+9,672
New +$1.27M 0.26% 95
2024
Q3 		– Sell
-3,028
Closed -$414K – 204
2024
Q2 		$414K Sell
3,028
-900
-23% -$129K 0.09% 186
2024
Q1 		$584K Hold
3,928
– – 0.13% 148
2023
Q4 		$618K Buy
3,928
+50
+1% +$7.56K 0.14% 140
2023
Q3 		$604K Hold
3,878
– – 0.15% 130
2023
Q2 		$695K Buy
3,878
+146
+4% +$25.9K 0.17% 124
2023
Q1 		$724K Hold
3,732
– – 0.18% 124
2022
Q4 		$649K Buy
3,732
+1,050
+39% +$182K 0.16% 132
2022
Q3 		$433K Buy
+2,682
New +$508K 0.11% 168

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

Curbstone Financial Management Corp's UPS Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its United Parcel Service (UPS) stake by 35% in Q2 2026, selling an estimated $235K and leaving 4,256 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #193.

Curbstone Financial Management Corp first reported a position in UPS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Curbstone Financial Management Corp held 4,256 shares of United Parcel Service worth $458K as of Q2 2026.
  • Curbstone Financial Management Corp sold 2,256 United Parcel Service shares in Q2 2026, an estimated $235K.
  • United Parcel Service made up 0.08% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #193 holding.
  • Curbstone Financial Management Corp first reported a position in United Parcel Service in Q3 2022 and has held it in 15 quarters since.
  • Curbstone Financial Management Corp's United Parcel Service position peaked at $1.22M in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.