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 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 $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

Avalon Trust's UPS Position: Q1 2026 in Review

Avalon Trust held its United Parcel Service (UPS) position steady in Q1 2026 at 134 shares worth $13.1K. 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 13 quarters since. The position peaked at $143K in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Avalon Trust held 134 shares of United Parcel Service worth $13.1K as of Q1 2026.
Avalon Trust left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #385 holding.
Avalon Trust first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's United Parcel Service position peaked at $143K in Q1 2023.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.