Hirtle Callaghan & Co’s United Parcel Service UPS Stock Holding History

Hirtle Callaghan & Co’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	$263K	Buy	+2,448	New	+$254K	0.01%	112
2023 Q1	–	Sell	-4,586	Closed	-$797K	–	105
2022 Q4	$797K	Buy	+4,586	New	+$794K	0.05%	80
2022 Q3	–	Sell	-2,874	Closed	-$525K	–	135
2022 Q2	$525K	Sell	2,874 -1,271	-31%	-$232K	0.03%	78
2022 Q1	$889K	Buy	4,145 +3,129	+308%	+$665K	0.04%	64
2021 Q4	$218K	Buy	+1,016	New	+$207K	0.01%	89
2016 Q4	–	Sell	-1,129	Closed	-$123K	–	201
2016 Q3	$123K	Buy	+1,129	New	+$123K	0.03%	107
2015 Q4	–	Sell	-300	Closed	-$30K	–	175
2015 Q3	$30K	Hold	300	–	–	0.01%	160
2015 Q2	$29K	Buy	+300	New	+$29.8K	0.01%	166
2015 Q1	–	Sell	-750	Closed	-$83K	–	350
2014 Q4	$83K	Hold	750	–	–	0.02%	251
2014 Q3	$74K	Hold	750	–	–	0.01%	270
2014 Q2	$77K	Hold	750	–	–	0.01%	314
2014 Q1	$73K	Buy	+750	New	+$73.1K	0.01%	309

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

Hirtle Callaghan & Co's UPS Position: Q2 2026 in Review

Hirtle Callaghan & Co opened a new position in United Parcel Service (UPS) in Q2 2026: 2,448 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #112 among its holdings. This is a return to the name: Hirtle Callaghan & Co previously reported a position in UPS as recently as Q4 2022.

Hirtle Callaghan & Co first reported a position in UPS in Q1 2014 and has held it in 12 quarters since. The position peaked at $889K in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Hirtle Callaghan & Co held 2,448 shares of United Parcel Service worth $263K as of Q2 2026.
United Parcel Service was a new Hirtle Callaghan & Co position in Q2 2026.
United Parcel Service made up 0.01% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #112 holding.
Hirtle Callaghan & Co first reported a position in United Parcel Service in Q1 2014 and has held it in 12 quarters since.
Hirtle Callaghan & Co's United Parcel Service position peaked at $889K in Q1 2022.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.