Avalon Trust’s United Parcel Service UPS Stock Holding History

Avalon Trust’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	$14.4K	Hold	134	–	–	﹤0.01%	385
2026 Q1	$13.1K	Hold	134	–	–	﹤0.01%	385
2025 Q4	$13.2K	Hold	134	–	–	﹤0.01%	368
2025 Q3	$11.2K	Hold	134	–	–	﹤0.01%	413
2025 Q2	$13.5K	Sell	134 -2	-1%	-$197	﹤0.01%	337
2025 Q1	$15K	Buy	136 +2	+1%	+$239	﹤0.01%	345
2024 Q4	$16.8K	Hold	134	–	–	﹤0.01%	297
2024 Q3	$18.2K	Sell	134 -469	-78%	-$61.6K	﹤0.01%	267
2024 Q2	$82.5K	Hold	603	–	–	0.01%	176
2024 Q1	$89.5K	Hold	603	–	–	0.01%	181
2023 Q4	$94.7K	Hold	603	–	–	0.01%	167
2023 Q3	$93.9K	Sell	603 -137	-19%	-$23.6K	0.01%	155
2023 Q2	$133K	Hold	740	–	–	0.01%	145
2023 Q1	$143K	Buy	+740	New	+$136K	0.01%	136

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avalon Trust's UPS Position: Q2 2026 in Review

Avalon Trust held its United Parcel Service (UPS) position steady in Q2 2026 at 134 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Avalon Trust first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. The position peaked at $143K in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Avalon Trust held 134 shares of United Parcel Service worth $14.4K as of Q2 2026.
Avalon Trust left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #385 holding.
Avalon Trust first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's United Parcel Service position peaked at $143K in Q1 2023.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.