AG
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AlTi Global’s United Parcel Service UPS Stock Holding History

AlTi Global’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 		$487K Sell
4,532
-478
-10% -$49.7K 0.01% 361
2026
Q1 		$493K Buy
5,010
+6
+0.1% +$643 0.01% 315
2025
Q4 		$496K Buy
5,004
+299
+6% +$28K 0.01% 310
2025
Q3 		$393K Buy
4,705
+2,641
+128% +$239K 0.01% 335
2025
Q2 		$208K Buy
+2,064
New +$203K 0.01% 402
2025
Q1 		– Sell
-1,768
Closed -$223K – 427
2024
Q4 		$223K Sell
1,768
-603
-25% -$79.4K 0.01% 388
2024
Q3 		$323K Sell
2,371
-281
-11% -$36.9K 0.01% 314
2024
Q2 		$363K Sell
2,652
-472
-15% -$67.6K 0.01% 297
2024
Q1 		$464K Sell
3,124
-47,931
-94% -$7.29M 0.01% 257
2023
Q4 		$8.03M Buy
+51,055
New +$7.72M 0.25% 59

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 $3.38T AUM 44.17% 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

AlTi Global's UPS Position: Q2 2026 in Review

AlTi Global reduced its United Parcel Service (UPS) stake by 9.5% in Q2 2026, selling an estimated $49.7K and leaving 4,532 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #361.

AlTi Global first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.03M in Q4 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • AlTi Global held 4,532 shares of United Parcel Service worth $487K as of Q2 2026.
  • AlTi Global sold 478 United Parcel Service shares in Q2 2026, an estimated $49.7K.
  • United Parcel Service made up 0.01% of AlTi Global's portfolio in Q2 2026, its #361 holding.
  • AlTi Global first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's United Parcel Service position peaked at $8.03M in Q4 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.