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Martin Capital Partners’s United Parcel Service UPS Stock Holding History

Martin Capital Partners’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 		$247K Sell
2,299
-49,022
-96% -$5.1M 0.09% 66
2026
Q1 		$5.05M Sell
51,321
-31,442
-38% -$3.37M 1.88% 31
2025
Q4 		$8.21M Sell
82,763
-700
-0.8% -$65.5K 3.09% 9
2025
Q3 		$6.97M Buy
83,463
+27,597
+49% +$2.5M 2.7% 13
2025
Q2 		$5.64M Buy
55,866
+39,706
+246% +$3.91M 2.21% 22
2025
Q1 		$1.78M Sell
16,160
-351
-2% -$42K 2.13% 24
2024
Q4 		$2.08M Sell
16,511
-12,995
-44% -$1.71M 2.47% 14
2024
Q3 		$4.02M Sell
29,506
-9,302
-24% -$1.22M 1.99% 25
2024
Q2 		$5.31M Buy
38,808
+5,885
+18% +$843K 2.15% 25
2024
Q1 		$4.89M Buy
32,923
+978
+3% +$149K 1.88% 31
2023
Q4 		$5.02M Sell
31,945
-923
-3% -$140K 2.05% 29
2023
Q3 		$5.12M Buy
32,868
+95
+0.3% +$16.4K 2.16% 21
2023
Q2 		$5.88M Sell
32,773
-323
-1% -$57.4K 2.39% 18
2023
Q1 		$6.42M Buy
33,096
+820
+3% +$150K 2.67% 13
2022
Q4 		$5.61M Buy
32,276
+698
+2% +$121K 2.32% 19
2022
Q3 		$5.1M Buy
31,578
+1,866
+6% +$353K 2.37% 17
2022
Q2 		$5.42M Buy
29,712
+970
+3% +$177K 2.57% 11
2022
Q1 		$6.16M Buy
28,742
+1,083
+4% +$230K 2.81% 12
2021
Q4 		$5.93M Buy
27,659
+95
+0.3% +$19.3K 2.8% 9
2021
Q3 		$5.02M Sell
27,564
-46
-0.2% -$9.08K 2.53% 15
2021
Q2 		$5.74M Buy
27,610
+123
+0.4% +$24.6K 2.91% 6
2021
Q1 		$4.67M Buy
27,487
+222
+0.8% +$35.9K 2.48% 16
2020
Q4 		$4.59M Sell
27,265
-12,702
-32% -$2.14M 2.68% 15
2020
Q3 		$6.66M Sell
39,967
-10,091
-20% -$1.47M 4.45% 1
2020
Q2 		$5.57M Sell
50,058
-836
-2% -$83.5K 3.91% 2
2020
Q1 		$4.75M Buy
50,894
+9,605
+23% +$995K 3.62% 4
2019
Q4 		$4.83M Buy
41,289
+1,952
+5% +$231K 2.86% 9
2019
Q3 		$4.71M Buy
39,337
+17,605
+81% +$2.01M 3.17% 7
2019
Q2 		$2.24M Buy
+21,732
New +$2.26M 1.59% 32

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

Martin Capital Partners's UPS Position: Q2 2026 in Review

Martin Capital Partners reduced its United Parcel Service (UPS) stake by 96% in Q2 2026, selling an estimated $5.1M and leaving 2,299 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #66.

Martin Capital Partners first reported a position in UPS in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.21M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Martin Capital Partners held 2,299 shares of United Parcel Service worth $247K as of Q2 2026.
  • Martin Capital Partners sold 49,022 United Parcel Service shares in Q2 2026, an estimated $5.1M.
  • United Parcel Service made up 0.09% of Martin Capital Partners's portfolio in Q2 2026, its #66 holding.
  • Martin Capital Partners first reported a position in United Parcel Service in Q2 2019 and has held it in 29 quarters since.
  • Martin Capital Partners's United Parcel Service position peaked at $8.21M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.