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 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 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

AlTi Global's UPS Position: Q1 2026 in Review

AlTi Global increased its United Parcel Service (UPS) stake by 0.12% in Q1 2026, buying an estimated $643 and bringing the position to 5,010 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #315.

AlTi Global first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.03M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

AlTi Global held 5,010 shares of United Parcel Service worth $493K as of Q1 2026.
AlTi Global bought 6 United Parcel Service shares in Q1 2026, an estimated $643.
United Parcel Service made up 0.01% of AlTi Global's portfolio in Q1 2026, its #315 holding.
AlTi Global first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
AlTi Global's United Parcel Service position peaked at $8.03M in Q4 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.