Alpine Bank Wealth Management’s United Parcel Service UPS Stock Holding History

Alpine Bank Wealth 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
2025 Q4	–	Sell	-353	Closed	-$29.5K	–	389
2025 Q3	$29.5K	Buy	353 +6	+2%	+$543	﹤0.01%	277
2025 Q2	$35K	Hold	347	–	–	0.01%	257
2025 Q1	$38.2K	Buy	+347	New	+$41.5K	0.01%	245

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpine Bank Wealth Management's UPS Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 353 shares — an estimated $29.5K sold.

Alpine Bank Wealth Management first reported a position in UPS in Q1 2025 and held it in 3 quarters. The position peaked at $38.2K in Q1 2025. 2,115 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Alpine Bank Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 353 United Parcel Service shares in Q4 2025, an estimated $29.5K.
Alpine Bank Wealth Management first reported a position in United Parcel Service in Q1 2025 and held it in 3 quarters.
Alpine Bank Wealth Management's United Parcel Service position peaked at $38.2K in Q1 2025.
2,115 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.