Alta Advisers’s United Parcel Service UPS Stock Holding History

Alta Advisers’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	$275K	Hold	2,794	–	–	0.1%	151
2025 Q4	$277K	Sell	2,794 -400	-13%	-$37.4K	0.1%	146
2025 Q3	$267K	Sell	3,194 -600	-16%	-$54.3K	0.08%	195
2025 Q2	$383K	Hold	3,794	–	–	0.14%	137
2025 Q1	$417K	Buy	3,794 +1,400	+58%	+$167K	0.18%	115
2024 Q4	$302K	Buy	2,394 +494	+26%	+$65K	0.19%	100
2024 Q3	$259K	Hold	1,900	–	–	0.12%	111
2024 Q2	$260K	Hold	1,900	–	–	0.13%	96
2024 Q1	$282K	Hold	1,900	–	–	0.14%	92
2023 Q4	$299K	Hold	1,900	–	–	0.16%	77
2023 Q3	$296K	Hold	1,900	–	–	0.17%	66
2023 Q2	$341K	Hold	1,900	–	–	0.19%	62
2023 Q1	$369K	Hold	1,900	–	–	0.22%	55
2022 Q4	$330K	Hold	1,900	–	–	0.2%	62
2022 Q3	$307K	Buy	+1,900	New	+$360K	0.19%	57

Other funds holding UPS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Alta Advisers's UPS Position: Q1 2026 in Review

Alta Advisers held its United Parcel Service (UPS) position steady in Q1 2026 at 2,794 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #151.

Alta Advisers first reported a position in UPS in Q3 2022 and has held it in 15 quarters since. The position peaked at $417K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Alta Advisers held 2,794 shares of United Parcel Service worth $275K as of Q1 2026.
Alta Advisers left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #151 holding.
Alta Advisers first reported a position in United Parcel Service in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's United Parcel Service position peaked at $417K in Q1 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.