NCM
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Narwhal Capital Management’s United Parcel Service UPS Stock Holding History

Narwhal 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 		$266K Hold
2,476
– – 0.02% 148
2026
Q1 		$244K Buy
2,476
+5
+0.2% +$536 0.02% 157
2025
Q4 		$245K Sell
2,471
-3,006
-55% -$281K 0.02% 155
2025
Q3 		$457K Sell
5,477
-864
-14% -$78.3K 0.03% 130
2025
Q2 		$640K Buy
6,341
+1,493
+31% +$147K 0.05% 120
2025
Q1 		$533K Buy
+4,848
New +$580K 0.05% 128
2022
Q1 		– Sell
-2,297
Closed -$492K – 165
2021
Q4 		$492K Buy
2,297
+3
+0.1% +$610 0.06% 119
2021
Q3 		$418K Buy
+2,294
New +$453K 0.05% 121

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Narwhal Capital Management held its United Parcel Service (UPS) position steady in Q2 2026 at 2,476 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #148.

Narwhal Capital Management first reported a position in UPS in Q3 2021 and has held it in 8 quarters since. The position peaked at $640K in Q2 2025. 749 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Narwhal Capital Management held 2,476 shares of United Parcel Service worth $266K as of Q2 2026.
  • Narwhal Capital Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #148 holding.
  • Narwhal Capital Management first reported a position in United Parcel Service in Q3 2021 and has held it in 8 quarters since.
  • Narwhal Capital Management's United Parcel Service position peaked at $640K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.