Suncoast Equity Management’s United Parcel Service UPS Stock Holding History

Suncoast Equity 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	–	Sell	-2,652	Closed	-$261K	–	97
2026 Q1	$261K	Hold	2,652	–	–	0.03%	81
2025 Q4	$263K	Hold	2,652	–	–	0.03%	81
2025 Q3	$222K	Hold	2,652	–	–	0.02%	86
2025 Q2	$268K	Hold	2,652	–	–	0.03%	74
2025 Q1	$292K	Hold	2,652	–	–	0.03%	71
2024 Q4	$334K	Hold	2,652	–	–	0.04%	66
2024 Q3	$362K	Hold	2,652	–	–	0.04%	63
2024 Q2	$363K	Hold	2,652	–	–	0.04%	60
2024 Q1	$394K	Hold	2,652	–	–	0.05%	59
2023 Q4	$417K	Hold	2,652	–	–	0.06%	58
2023 Q3	$413K	Hold	2,652	–	–	0.06%	52
2023 Q2	$475K	Sell	2,652 -12	-0.5%	-$2.13K	0.07%	51
2023 Q1	$517K	Hold	2,664	–	–	0.09%	47
2022 Q4	$463K	Buy	2,664 +106	+4%	+$18.3K	0.09%	42
2022 Q3	$413K	Sell	2,558 -145	-5%	-$27.5K	0.08%	37
2022 Q2	$493K	Buy	+2,703	New	+$493K	0.09%	39

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

Suncoast Equity Management's UPS Position: Q2 2026 in Review

Suncoast Equity Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,652 shares — an estimated $261K sold.

Suncoast Equity Management first reported a position in UPS in Q2 2022 and held it in 16 quarters. The position peaked at $517K in Q1 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Suncoast Equity Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 2,652 United Parcel Service shares in Q2 2026, an estimated $261K.
Suncoast Equity Management first reported a position in United Parcel Service in Q2 2022 and held it in 16 quarters.
Suncoast Equity Management's United Parcel Service position peaked at $517K in Q1 2023.
2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.