Sovereign's Capital Management’s United Parcel Service UPS Stock Holding History

Sovereign's 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	$3.85M	Sell	35,834 -441	-1%	-$45.8K	2.57%	14
2026 Q1	$3.57M	Sell	36,275 -17,658	-33%	-$1.89M	2.63%	12
2025 Q4	$5.35M	Sell	53,933 -3,608	-6%	-$337K	3.24%	7
2025 Q3	$4.81M	Buy	57,541 +39,293	+215%	+$3.56M	2.61%	12
2025 Q2	$1.84M	Buy	18,248 +1,152	+7%	+$113K	0.99%	37
2025 Q1	$1.88M	Buy	17,096 +1,296	+8%	+$155K	1.12%	34
2024 Q4	$1.99M	Buy	+15,800	New	+$2.08M	1.27%	34

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 $3.37T AUM 44.26% 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

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

Sovereign's Capital Management reduced its United Parcel Service (UPS) stake by 1.2% in Q2 2026, selling an estimated $45.8K and leaving 35,834 shares worth $3.85M. The position accounts for 2.57% of the portfolio, ranked #14.

Sovereign's Capital Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.35M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Sovereign's Capital Management held 35,834 shares of United Parcel Service worth $3.85M as of Q2 2026.
Sovereign's Capital Management sold 441 United Parcel Service shares in Q2 2026, an estimated $45.8K.
United Parcel Service made up 2.57% of Sovereign's Capital Management's portfolio in Q2 2026, its #14 holding.
Sovereign's Capital Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Sovereign's Capital Management's United Parcel Service position peaked at $5.35M in Q4 2025.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.