Freestone Capital Holdings’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $291K | Sell |
2,707
-65
| -2% | -$6.76K | 0.01% | 493 |
|
|
2026
Q1 | $273K | Sell |
2,772
-125
| -4% | -$13.4K | 0.01% | 459 |
|
|
2025
Q4 | $287K | Sell |
2,897
-458
| -14% | -$42.8K | 0.01% | 435 |
|
|
2025
Q3 | $280K | Buy |
3,355
+999
| +42% | +$90.5K | 0.01% | 446 |
|
|
2025
Q2 | $238K | Sell |
2,356
-783
| -25% | -$77K | 0.01% | 403 |
|
|
2025
Q1 | $345K | Sell |
3,139
-248
| -7% | -$29.7K | 0.01% | 335 |
|
|
2024
Q4 | $427K | Buy |
3,387
+150
| +5% | +$19.7K | 0.01% | 304 |
|
|
2024
Q3 | $441K | Sell |
3,237
-2,324
| -42% | -$305K | 0.02% | 309 |
|
|
2024
Q2 | $761K | Sell |
5,561
-1,823
| -25% | -$261K | 0.03% | 245 |
|
|
2024
Q1 | $1.1M | Sell |
7,384
-17,286
| -70% | -$2.63M | 0.04% | 201 |
|
|
2023
Q4 | $3.88M | Sell |
24,670
-1,217
| -5% | -$184K | 0.17% | 101 |
|
|
2023
Q3 | $4.04M | Buy |
25,887
+4,831
| +23% | +$834K | 0.21% | 80 |
|
|
2023
Q2 | $3.77M | Buy |
21,056
+423
| +2% | +$75.1K | 0.15% | 97 |
|
|
2023
Q1 | $4M | Sell |
20,633
-262
| -1% | -$48.1K | 0.18% | 87 |
|
|
2022
Q4 | $3.63M | Sell |
20,895
-13
| -0.1% | -$2.25K | 0.17% | 95 |
|
|
2022
Q3 | $3.38M | Sell |
20,908
-1,673
| -7% | -$317K | 0.15% | 93 |
|
|
2022
Q2 | $4.12M | Sell |
22,581
-200
| -0.9% | -$36.5K | 0.16% | 93 |
|
|
2022
Q1 | $4.89M | Buy |
22,781
+4,275
| +23% | +$908K | 0.2% | 108 |
|
|
2021
Q4 | $3.97M | Buy |
18,506
+869
| +5% | +$177K | 0.17% | 127 |
|
|
2021
Q3 | $3.21M | Buy |
17,637
+699
| +4% | +$138K | 0.16% | 142 |
|
|
2021
Q2 | $3.52M | Buy |
16,938
+382
| +2% | +$76.4K | 0.18% | 135 |
|
|
2021
Q1 | $2.81M | Buy |
16,556
+620
| +4% | +$100K | 0.15% | 148 |
|
|
2020
Q4 | $2.68M | Sell |
15,936
-138
| -0.9% | -$23.3K | 0.16% | 142 |
|
|
2020
Q3 | $2.68M | Buy |
16,074
+223
| +1% | +$32.5K | 0.17% | 123 |
|
|
2020
Q2 | $1.76M | Buy |
15,851
+259
| +2% | +$25.9K | 0.02% | 169 |
|
|
2020
Q1 | $1.46M | Buy |
15,592
+3,209
| +26% | +$332K | 0.03% | 160 |
|
|
2019
Q4 | $1.45M | Buy |
12,383
+1,334
| +12% | +$158K | 0.03% | 217 |
|
|
2019
Q3 | $1.32M | Buy |
11,049
+1,451
| +15% | +$166K | 0.03% | 220 |
|
|
2019
Q2 | $991K | Sell |
9,598
-30
| -0.3% | -$3.12K | 0.03% | 235 |
|
|
2019
Q1 | $1.08M | Buy |
9,628
+5,121
| +114% | +$543K | 0.06% | 213 |
|
|
2018
Q4 | $440K | Buy |
4,507
+2,403
| +114% | +$261K | 0.03% | 305 |
|
|
2018
Q3 | $246K | Buy |
+2,104
| New | +$248K | ﹤0.01% | 358 |
|
Other funds holding UPS
Freestone Capital Holdings's UPS Position: Q2 2026 in Review
Freestone Capital Holdings reduced its United Parcel Service (UPS) stake by 2.3% in Q2 2026, selling an estimated $6.76K and leaving 2,707 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #493.
Freestone Capital Holdings first reported a position in UPS in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.89M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Freestone Capital Holdings held 2,707 shares of United Parcel Service worth $291K as of Q2 2026.
- Freestone Capital Holdings sold 65 United Parcel Service shares in Q2 2026, an estimated $6.76K.
- United Parcel Service made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #493 holding.
- Freestone Capital Holdings first reported a position in United Parcel Service in Q3 2018 and has held it in 32 quarters since.
- Freestone Capital Holdings's United Parcel Service position peaked at $4.89M in Q1 2022.
- 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.