CRC
UPS icon

Curi RMB Capital’s United Parcel Service UPS Stock Holding History

Curi RMB Capital’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 		$1.03M Sell
9,596
-3,361
-26% -$349K 0.02% 450
2026
Q1 		$1.27M Buy
12,957
+737
+6% +$79K 0.02% 406
2025
Q4 		$1.21M Buy
12,220
+9,495
+348% +$888K 0.02% 423
2025
Q3 		$228K Buy
2,725
+333
+14% +$30.2K ﹤0.01% 654
2025
Q2 		$241K Buy
+2,392
New +$235K ﹤0.01% 625
2024
Q3 		– Sell
-2,130
Closed -$291K – 559
2024
Q2 		$291K Sell
2,130
-10
-0.5% -$1.43K 0.01% 480
2024
Q1 		$318K Buy
2,140
+404
+23% +$61.4K 0.01% 491
2023
Q4 		$273K Sell
1,736
-533
-23% -$80.6K 0.01% 452
2023
Q3 		$354K Buy
2,269
+584
+35% +$101K 0.01% 411
2023
Q2 		$302K Buy
1,685
+540
+47% +$95.9K 0.01% 436
2023
Q1 		$222K Buy
+1,145
New +$210K 0.01% 463
2022
Q3 		– Sell
-1,133
Closed -$207K – 484
2022
Q2 		$207K Buy
1,133
+46
+4% +$8.39K 0.01% 457
2022
Q1 		$233K Sell
1,087
-87
-7% -$18.5K 0.01% 416
2021
Q4 		$252K Sell
1,174
-50
-4% -$10.2K 0.01% 427
2021
Q3 		$223K Buy
1,224
+75
+7% +$14.8K 0.01% 429
2021
Q2 		$239K Buy
+1,149
New +$230K 0.01% 433
2021
Q1 		– Sell
-1,515
Closed -$255K – 556
2020
Q4 		$255K Buy
1,515
+165
+12% +$27.8K 0.01% 524
2020
Q3 		$225K Buy
+1,350
New +$197K 0.01% 542
2019
Q4 		– Sell
-4,391
Closed -$526K – 743
2019
Q3 		$526K Sell
4,391
-640
-13% -$73.2K 0.01% 476
2019
Q2 		$520K Buy
+5,031
New +$523K 0.01% 538
2018
Q1 		– Sell
-1,964
Closed -$234K – 977
2017
Q4 		$234K Buy
+1,964
New +$231K 0.01% 780
2016
Q4 		– Sell
-2,049
Closed -$224K – 559
2016
Q3 		$224K Buy
2,049
+132
+7% +$14.4K 0.01% 372
2016
Q2 		$206K Hold
1,917
– – 0.01% 394
2016
Q1 		$202K Buy
+1,917
New +$186K 0.01% 347

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 $3.38T AUM 44.17% 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

Curi RMB Capital's UPS Position: Q2 2026 in Review

Curi RMB Capital reduced its United Parcel Service (UPS) stake by 26% in Q2 2026, selling an estimated $349K and leaving 9,596 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #450.

Curi RMB Capital first reported a position in UPS in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.27M in Q1 2026. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Curi RMB Capital held 9,596 shares of United Parcel Service worth $1.03M as of Q2 2026.
  • Curi RMB Capital sold 3,361 United Parcel Service shares in Q2 2026, an estimated $349K.
  • United Parcel Service made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #450 holding.
  • Curi RMB Capital first reported a position in United Parcel Service in Q1 2016 and has held it in 24 quarters since.
  • Curi RMB Capital's United Parcel Service position peaked at $1.27M in Q1 2026.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.