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Orca Investment Management’s United Parcel Service UPS Stock Holding History

Orca Investment 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 		$1.69M Sell
15,714
-167
-1% -$17.4K 1.23% 27
2026
Q1 		$1.56M Sell
15,881
-1,102
-6% -$118K 1.33% 25
2025
Q4 		$1.68M Sell
16,983
-626
-4% -$58.6K 1.33% 25
2025
Q3 		$1.47M Sell
17,609
-349
-2% -$31.6K 1.2% 26
2025
Q2 		$1.81M Buy
17,958
+3,144
+21% +$309K 1.64% 20
2025
Q1 		$1.63M Sell
14,814
-310
-2% -$37.1K 1.63% 20
2024
Q4 		$1.91M Sell
15,124
-154
-1% -$20.3K 1.79% 17
2024
Q3 		$2.08M Hold
15,278
– – 1.88% 19
2024
Q2 		$2.09M Buy
15,278
+59
+0.4% +$8.45K 2% 15
2024
Q1 		$2.26M Buy
+15,219
New +$2.31M 2.12% 18

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

Orca Investment Management's UPS Position: Q2 2026 in Review

Orca Investment Management reduced its United Parcel Service (UPS) stake by 1.1% in Q2 2026, selling an estimated $17.4K and leaving 15,714 shares worth $1.69M. The position accounts for 1.23% of the portfolio, ranked #27.

Orca Investment Management first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q1 2024. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Orca Investment Management held 15,714 shares of United Parcel Service worth $1.69M as of Q2 2026.
  • Orca Investment Management sold 167 United Parcel Service shares in Q2 2026, an estimated $17.4K.
  • United Parcel Service made up 1.23% of Orca Investment Management's portfolio in Q2 2026, its #27 holding.
  • Orca Investment Management first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Orca Investment Management's United Parcel Service position peaked at $2.26M in Q1 2024.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Orca Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.