CFO
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CVA Family Office’s United Parcel Service UPS Stock Holding History

CVA Family Office’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 		$331K Buy
3,080
+220
+8% +$22.9K 0.03% 248
2026
Q1 		$281K Buy
2,860
+297
+12% +$31.9K 0.03% 258
2025
Q4 		$254K Buy
2,563
+596
+30% +$55.7K 0.03% 261
2025
Q3 		$164K Sell
1,967
-603
-23% -$54.6K 0.02% 326
2025
Q2 		$259K Buy
2,570
+146
+6% +$14.4K 0.04% 252
2025
Q1 		$267K Sell
2,424
-179
-7% -$21.4K 0.04% 234
2024
Q4 		$328K Buy
2,603
+913
+54% +$120K 0.05% 208
2024
Q3 		$230K Sell
1,690
-106
-6% -$13.9K 0.04% 235
2024
Q2 		$246K Sell
1,796
-226
-11% -$32.4K 0.04% 212
2024
Q1 		$301K Sell
2,022
-352
-15% -$53.5K 0.05% 190
2023
Q4 		$373K Buy
2,374
+331
+16% +$50K 0.07% 165
2023
Q3 		$318K Sell
2,043
-232
-10% -$40K 0.07% 162
2023
Q2 		$408K Sell
2,275
-115
-5% -$20.4K 0.09% 136
2023
Q1 		$464K Buy
2,390
+282
+13% +$51.7K 0.1% 129
2022
Q4 		$366K Sell
2,108
-322
-13% -$55.7K 0.09% 138
2022
Q3 		$393K Buy
2,430
+1,065
+78% +$202K 0.11% 121
2022
Q2 		$249K Buy
1,365
+205
+18% +$37.4K 0.07% 147
2022
Q1 		$249K Buy
1,160
+270
+30% +$57.4K 0.06% 158
2021
Q4 		$191K Buy
890
+748
+527% +$152K 0.05% 171
2021
Q3 		$24K Sell
142
-730
-84% -$144K 0.02% 247
2021
Q2 		$181K Buy
872
+211
+32% +$42.2K 0.05% 166
2021
Q1 		$112K Buy
661
+510
+338% +$82.5K 0.04% 165
2020
Q4 		$25K Buy
151
+9
+6% +$1.52K 0.02% 255
2020
Q3 		$24K Sell
142
-263
-65% -$38.3K 0.02% 247
2020
Q2 		$45K Buy
405
+330
+440% +$32.9K 0.04% 172
2020
Q1 		$7K Buy
+75
New +$7.77K 0.01% 262

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

CVA Family Office's UPS Position: Q2 2026 in Review

CVA Family Office increased its United Parcel Service (UPS) stake by 7.7% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,080 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #248.

CVA Family Office first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $464K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CVA Family Office held 3,080 shares of United Parcel Service worth $331K as of Q2 2026.
  • CVA Family Office bought 220 United Parcel Service shares in Q2 2026, an estimated $22.9K.
  • United Parcel Service made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #248 holding.
  • CVA Family Office first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's United Parcel Service position peaked at $464K in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.