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Koss-Olinger Consulting’s United Parcel Service UPS Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-6,695
Closed -$659K – 253
2026
Q1 		$659K Sell
6,695
-557
-8% -$59.7K 0.06% 130
2025
Q4 		$719K Sell
7,252
-9,577
-57% -$896K 0.06% 119
2025
Q3 		$1.7M Sell
16,829
-20
-0.1% -$1.81K 0.14% 87
2025
Q2 		$1.7M Sell
16,849
-38
-0.2% -$3.74K 0.14% 87
2025
Q1 		$1.86M Buy
+16,887
New +$2.02M 0.16% 75

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 $3.37T AUM 44.26% 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

Koss-Olinger Consulting's UPS Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 6,695 shares — an estimated $659K sold.

Koss-Olinger Consulting first reported a position in UPS in Q1 2025 and held it in 5 quarters. The position peaked at $1.86M in Q1 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 6,695 United Parcel Service shares in Q2 2026, an estimated $659K.
  • Koss-Olinger Consulting first reported a position in United Parcel Service in Q1 2025 and held it in 5 quarters.
  • Koss-Olinger Consulting's United Parcel Service position peaked at $1.86M in Q1 2025.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.