Everence Capital Management’s United Parcel Service UPS Stock Holding History

Everence Capital Management’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	$1.32M	Hold	12,242	–	–	0.07%	211
2026 Q1	$1.2M	Sell	12,242 -2,781	-19%	-$298K	0.07%	214
2025 Q4	$1.49M	Buy	15,023 +6,713	+81%	+$628K	0.09%	183
2025 Q3	$694K	Sell	8,310 -12,490	-60%	-$1.13M	0.04%	310
2025 Q2	$2.1M	Sell	20,800 -550	-3%	-$54.1K	0.14%	130
2025 Q1	$2.35M	Hold	21,350	–	–	0.16%	116
2024 Q4	$2.69M	Buy	21,350 +8,810	+70%	+$1.16M	0.17%	98
2024 Q3	$1.71M	Sell	12,540 -8,590	-41%	-$1.13M	0.11%	155
2024 Q2	$3.12M	Sell	21,130 -5,150	-20%	-$737K	0.22%	87
2024 Q1	$3.91M	Sell	26,280 -2,590	-9%	-$394K	0.26%	79
2023 Q4	$4.54M	Buy	28,870 +755	+3%	+$114K	0.32%	56
2023 Q3	$4.38M	Buy	28,115 +1,940	+7%	+$335K	0.34%	47
2023 Q2	$4.37M	Hold	26,175	–	–	0.36%	43
2023 Q1	$5.08M	Sell	26,175 -1,360	-5%	-$249K	0.42%	41
2022 Q4	$4.79M	Buy	27,535 +6,590	+31%	+$1.14M	0.41%	43
2022 Q3	$3.38M	Hold	20,945	–	–	0.31%	60
2022 Q2	$3.82M	Hold	20,945	–	–	0.34%	58
2022 Q1	$4.49M	Buy	20,945 +3,220	+18%	+$684K	0.34%	60
2021 Q4	$3.8M	Buy	17,725 +20	+0.1%	+$4.07K	0.28%	63
2021 Q3	$3.22M	Hold	17,705	–	–	0.26%	69
2021 Q2	$3.68M	Hold	17,705	–	–	0.3%	61
2021 Q1	$3.01M	Buy	17,705 +1,830	+12%	+$296K	0.27%	65
2020 Q4	$2.67M	Sell	15,875 -3,570	-18%	-$603K	0.26%	66
2020 Q3	$3.24M	Hold	19,445	–	–	0.36%	50
2020 Q2	$1.94M	Hold	19,445	–	–	0.23%	76
2020 Q1	$1.82M	Buy	19,445 +4,870	+33%	+$505K	0.26%	65
2019 Q4	$1.71M	Sell	14,575 -5,513	-27%	-$653K	0.25%	80
2019 Q3	$2.41M	Hold	20,088	–	–	0.39%	57
2019 Q2	$2.07M	Hold	20,088	–	–	0.34%	64
2019 Q1	$2.25M	Buy	20,088 +1,480	+8%	+$157K	0.39%	56
2018 Q4	$1.81M	Hold	18,608	–	–	0.42%	60
2018 Q3	$2.17M	Hold	18,608	–	–	0.43%	56
2018 Q2	$1.98M	Buy	18,608 +1,670	+10%	+$188K	0.42%	61
2018 Q1	$1.77M	Sell	16,938 -470	-3%	-$54.3K	0.39%	63
2017 Q4	$2.07M	Sell	17,408 -2,169	-11%	-$255K	0.45%	53
2017 Q3	$2.35M	Hold	19,577	–	–	0.54%	46
2017 Q2	$2.17M	Buy	19,577 +3,150	+19%	+$337K	0.53%	41
2017 Q1	$1.76M	Hold	16,427	–	–	0.46%	56
2016 Q4	$1.88M	Sell	16,427 -1,330	-7%	-$150K	0.54%	47
2016 Q3	$1.94M	Sell	17,757 -3,780	-18%	-$413K	0.58%	44
2016 Q2	$2.32M	Buy	21,537 +360	+2%	+$37.5K	0.71%	32
2016 Q1	$2.23M	Buy	21,177 +2,450	+13%	+$238K	0.69%	37
2015 Q4	$1.8M	Sell	18,727 -13,260	-41%	-$1.35M	0.58%	44
2015 Q3	$3.16M	Buy	31,987 +5,697	+22%	+$563K	1.09%	17
2015 Q2	$2.55M	Buy	26,290 +10,000	+61%	+$994K	0.82%	27
2015 Q1	$1.66M	Buy	16,290 +2,600	+19%	+$267K	0.56%	47
2014 Q4	$1.52M	Sell	13,690 -3,111	-19%	-$328K	0.52%	51
2014 Q3	$1.64M	Hold	16,801	–	–	0.6%	45
2014 Q2	$1.73M	Hold	16,801	–	–	0.64%	40
2014 Q1	$1.64M	Buy	16,801 +1,476	+10%	+$144K	0.65%	40
2013 Q4	$1.61M	Sell	15,325 -4,600	-23%	-$453K	0.65%	39
2013 Q3	$1.82M	Hold	19,925	–	–	0.78%	35
2013 Q2	$1.72M	Buy	+19,925	New	+$1.71M	0.78%	33

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everence Capital Management's UPS Position: Q2 2026 in Review

Everence Capital Management held its United Parcel Service (UPS) position steady in Q2 2026 at 12,242 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #211.

Everence Capital Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.08M in Q1 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Everence Capital Management held 12,242 shares of United Parcel Service worth $1.32M as of Q2 2026.
Everence Capital Management left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.07% of Everence Capital Management's portfolio in Q2 2026, its #211 holding.
Everence Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
Everence Capital Management's United Parcel Service position peaked at $5.08M in Q1 2023.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.