AFT
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Alpha Family Trust’s United Parcel Service UPS Stock Holding History

Alpha Family Trust’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
Q1 		– Sell
-2,440
Closed -$242K – 221
2025
Q4 		$242K Sell
2,440
-150
-6% -$14K 0.11% 163
2025
Q3 		$216K Buy
+2,590
New +$235K 0.1% 182
2025
Q1 		– Sell
-1,995
Closed -$252K – 185
2024
Q4 		$252K Buy
+1,995
New +$263K 0.14% 122
2023
Q4 		– Sell
-1,840
Closed -$287K – 157
2023
Q3 		$287K Buy
1,840
+375
+26% +$64.7K 0.22% 88
2023
Q2 		$263K Hold
1,465
– – 0.18% 89
2023
Q1 		$284K Hold
1,465
– – 0.23% 84
2022
Q4 		$255K Buy
+1,465
New +$254K 0.23% 91

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpha Family Trust's UPS Position: Q1 2026 in Review

Alpha Family Trust sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,440 shares — an estimated $242K sold.

Alpha Family Trust first reported a position in UPS in Q4 2022 and held it in 7 quarters. The position peaked at $287K in Q3 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Alpha Family Trust reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Alpha Family Trust sold 2,440 United Parcel Service shares in Q1 2026, an estimated $242K.
  • Alpha Family Trust first reported a position in United Parcel Service in Q4 2022 and held it in 7 quarters.
  • Alpha Family Trust's United Parcel Service position peaked at $287K in Q3 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.