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

Perbak 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 		– Sell
-8,911
Closed -$877K – 240
2026
Q1 		$877K Buy
8,911
+1,961
+28% +$210K 0.22% 91
2025
Q4 		$689K Buy
+6,950
New +$650K 0.21% 35
2025
Q2 		– Sell
-4,450
Closed -$489K – 337
2025
Q1 		$489K Buy
+4,450
New +$532K 0.36% 38

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

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

Perbak Capital Partners sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 8,911 shares — an estimated $877K sold.

Perbak Capital Partners first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $877K in Q1 2026. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Perbak Capital Partners reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Perbak Capital Partners sold 8,911 United Parcel Service shares in Q2 2026, an estimated $877K.
  • Perbak Capital Partners first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
  • Perbak Capital Partners's United Parcel Service position peaked at $877K in Q1 2026.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.