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Pallas Capital Advisors’s United Parcel Service UPS Stock Holding History

Pallas Capital Advisors’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 		$3.06M Buy
28,468
+148
+0.5% +$15.4K 0.09% 168
2026
Q1 		$2.79M Sell
28,320
-4,292
-13% -$460K 0.1% 158
2025
Q4 		$3.23M Buy
32,612
+15,145
+87% +$1.42M 0.11% 149
2025
Q3 		$1.46M Sell
17,467
-2,444
-12% -$221K 0.05% 260
2025
Q2 		$2.01M Buy
19,911
+6,650
+50% +$654K 0.08% 195
2025
Q1 		$1.46M Buy
13,261
+6,040
+84% +$722K 0.06% 230
2024
Q4 		$911K Sell
7,221
-456
-6% -$60K 0.04% 251
2024
Q3 		$1.06M Sell
7,677
-11,597
-60% -$1.52M 0.05% 219
2024
Q2 		$2.79M Sell
19,274
-9,521
-33% -$1.36M 0.13% 132
2024
Q1 		$4.28M Buy
28,795
+2,190
+8% +$333K 0.18% 105
2023
Q4 		$4.18M Sell
26,605
-18,422
-41% -$2.79M 0.22% 91
2023
Q3 		$6.25M Buy
45,027
+5,943
+15% +$1.03M 0.38% 51
2023
Q2 		$7.14M Buy
39,084
+2,416
+7% +$429K 0.32% 45
2023
Q1 		$7.18M Buy
36,668
+3,110
+9% +$570K 0.67% 40
2022
Q4 		$5.98M Buy
33,558
+764
+2% +$132K 0.61% 46
2022
Q3 		$5.38M Buy
32,794
+1,277
+4% +$242K 0.6% 52
2022
Q2 		$5.92M Sell
31,517
-167
-0.5% -$30.5K 0.82% 32
2022
Q1 		$5.96M Buy
31,684
+1,176
+4% +$250K 0.76% 37
2021
Q4 		$6.16M Buy
30,508
+2,709
+10% +$551K 0.75% 34
2021
Q3 		$5.91M Buy
27,799
+5,919
+27% +$1.17M 0.65% 38
2021
Q2 		$4.17M Buy
21,880
+3,675
+20% +$735K 0.59% 43
2021
Q1 		$3.94M Buy
+18,205
New +$2.94M 0.88% 25

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

Pallas Capital Advisors's UPS Position: Q2 2026 in Review

Pallas Capital Advisors increased its United Parcel Service (UPS) stake by 0.52% in Q2 2026, buying an estimated $15.4K and bringing the position to 28,468 shares worth $3.06M. The position accounts for 0.09% of the portfolio, ranked #168.

Pallas Capital Advisors first reported a position in UPS in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.18M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pallas Capital Advisors held 28,468 shares of United Parcel Service worth $3.06M as of Q2 2026.
  • Pallas Capital Advisors bought 148 United Parcel Service shares in Q2 2026, an estimated $15.4K.
  • United Parcel Service made up 0.09% of Pallas Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • Pallas Capital Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 22 quarters since.
  • Pallas Capital Advisors's United Parcel Service position peaked at $7.18M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.