Orion Capital Management’s United Parcel Service UPS Stock Holding History

Orion 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	$21.5K	Buy	+200	New	+$20.8K	0.01%	356
2025 Q1	–	Sell	-14	Closed	-$1.76K	–	502
2024 Q4	$1.76K	Buy	+14	New	+$1.84K	﹤0.01%	448
2024 Q3	–	Sell	-14	Closed	-$1.92K	–	404
2024 Q2	$1.92K	Hold	14	–	–	﹤0.01%	406
2024 Q1	$2.08K	Hold	14	–	–	﹤0.01%	459
2023 Q4	$2.2K	Hold	14	–	–	﹤0.01%	461
2023 Q3	$2.18K	Buy	+14	New	+$2.42K	﹤0.01%	452

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 $3.38T AUM 44.17% 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

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

Orion Capital Management opened a new position in United Parcel Service (UPS) in Q2 2026: 200 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Orion Capital Management previously reported a position in UPS as recently as Q4 2024.

Orion Capital Management first reported a position in UPS in Q3 2023 and has held it in 6 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Orion Capital Management held 200 shares of United Parcel Service worth $21.5K as of Q2 2026.
United Parcel Service was a new Orion Capital Management position in Q2 2026.
United Parcel Service made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #356 holding.
Orion Capital Management first reported a position in United Parcel Service in Q3 2023 and has held it in 6 quarters since.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.