VCM
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Vivaldi Capital Management’s United Parcel Service UPS Stock Holding History

Vivaldi 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 		– Sell
-100
Closed -$9.84K – 233
2026
Q1 		$9.84K Buy
+100
New +$10.7K ﹤0.01% 287

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

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

Vivaldi Capital Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 47,899 shares — an estimated $4.71M sold.

Vivaldi Capital Management first reported a position in UPS in Q4 2020 and held it in 8 quarters. The position peaked at $14.1M in Q4 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vivaldi Capital Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 47,899 United Parcel Service shares in Q2 2026, an estimated $4.71M.
  • Vivaldi Capital Management first reported a position in United Parcel Service in Q4 2020 and held it in 8 quarters.
  • Vivaldi Capital Management's United Parcel Service position peaked at $14.1M in Q4 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.