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AMG National Trust Bank’s United Parcel Service UPS Stock Holding History

AMG National Trust Bank’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 		$478K Sell
4,447
-1,207
-21% -$125K 0.01% 329
2026
Q1 		$556K Buy
5,654
+1,057
+23% +$113K 0.01% 368
2025
Q4 		$456K Sell
4,597
-725
-14% -$67.8K 0.01% 357
2025
Q3 		$445K Sell
5,322
-300
-5% -$27.2K 0.01% 358
2025
Q2 		$567K Sell
5,622
-200
-3% -$19.7K 0.01% 339
2025
Q1 		$640K Sell
5,822
-2,069
-26% -$247K 0.02% 328
2024
Q4 		$994K Buy
7,891
+155
+2% +$20.4K 0.03% 287
2024
Q3 		$1.05M Sell
7,736
-2,474
-24% -$325K 0.03% 287
2024
Q2 		$1.4M Buy
10,210
+642
+7% +$91.9K 0.04% 251
2024
Q1 		$1.42M Buy
9,568
+421
+5% +$64K 0.04% 234
2023
Q4 		$1.44M Sell
9,147
-3,824
-29% -$578K 0.05% 225
2023
Q3 		$2.02M Sell
12,971
-632
-5% -$109K 0.07% 172
2023
Q2 		$2.44M Buy
13,603
+501
+4% +$89K 0.08% 156
2023
Q1 		$2.54M Sell
13,102
-18
-0.1% -$3.3K 0.09% 149
2022
Q4 		$2.28M Buy
13,120
+79
+0.6% +$13.7K 0.08% 151
2022
Q3 		$2.11M Buy
13,041
+4,651
+55% +$881K 0.08% 158
2022
Q2 		$1.64M Sell
8,390
-276
-3% -$50.3K 0.06% 193
2022
Q1 		$1.86M Sell
8,666
-20
-0.2% -$4.25K 0.06% 189
2021
Q4 		$1.86M Sell
8,686
-1,420
-14% -$289K 0.06% 194
2021
Q3 		$1.84M Sell
10,106
-790
-7% -$156K 0.06% 192
2021
Q2 		$2.27M Sell
10,896
-280
-3% -$56K 0.07% 162
2021
Q1 		$1.9M Sell
11,176
-5
-0% -$809 0.06% 182
2020
Q4 		$1.88M Buy
11,181
+515
+5% +$86.9K 0.07% 176
2020
Q3 		$1.78M Buy
10,666
+310
+3% +$45.1K 0.07% 171
2020
Q2 		$1.15M Buy
+10,356
New +$1.03M 0.05% 200

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

AMG National Trust Bank's UPS Position: Q2 2026 in Review

AMG National Trust Bank reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $125K and leaving 4,447 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #329.

AMG National Trust Bank first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.54M in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • AMG National Trust Bank held 4,447 shares of United Parcel Service worth $478K as of Q2 2026.
  • AMG National Trust Bank sold 1,207 United Parcel Service shares in Q2 2026, an estimated $125K.
  • United Parcel Service made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #329 holding.
  • AMG National Trust Bank first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • AMG National Trust Bank's United Parcel Service position peaked at $2.54M in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.