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Spirepoint Private Client’s United Parcel Service UPS Stock Holding History

Spirepoint Private Client’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 		$110M Sell
1,023,838
-2,521
-0.2% -$262K 8.92% 1
2026
Q1 		$101M Hold
1,026,359
– – 9.6% 1
2025
Q4 		$102M Sell
1,026,359
-3,151
-0.3% -$295K 9.73% 1
2025
Q3 		$86M Sell
1,029,510
-64,320
-6% -$5.83M 9.04% 1
2025
Q2 		$110M Buy
1,093,830
+10,752
+1% +$1.06M 12.47% 1
2025
Q1 		$119M Sell
1,083,078
-2,015
-0.2% -$241K 15.56% 1
2024
Q4 		$137M Buy
1,085,093
+1,883
+0.2% +$248K 17.15% 1
2024
Q3 		$148M Buy
1,083,210
+1,273
+0.1% +$167K 19.55% 1
2024
Q2 		$148M Buy
1,081,937
+140
+0% +$20K 20.99% 1
2024
Q1 		$161M Buy
+1,081,797
New +$164M 24.49% 1

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 $3.38T AUM 44.17% 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

Spirepoint Private Client's UPS Position: Q2 2026 in Review

Spirepoint Private Client reduced its United Parcel Service (UPS) stake by 0.25% in Q2 2026, selling an estimated $262K and leaving 1,023,838 shares worth $110M. The position accounts for 8.92% of the portfolio, ranked #1.

Spirepoint Private Client first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $161M in Q1 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Spirepoint Private Client held 1,023,838 shares of United Parcel Service worth $110M as of Q2 2026.
  • Spirepoint Private Client sold 2,521 United Parcel Service shares in Q2 2026, an estimated $262K.
  • United Parcel Service made up 8.92% of Spirepoint Private Client's portfolio in Q2 2026, its #1 holding.
  • Spirepoint Private Client first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's United Parcel Service position peaked at $161M in Q1 2024.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.