BTD
UPS icon

BankPlus Trust Department’s United Parcel Service UPS Stock Holding History

BankPlus Trust Department’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 		$43.9K Sell
446
-82
-16% -$8.79K 0.01% 269
2025
Q4 		$52.4K Sell
528
-389
-42% -$36.4K 0.01% 249
2025
Q3 		$76.6K Sell
917
-138
-13% -$12.5K 0.02% 224
2025
Q2 		$106K Sell
1,055
-83
-7% -$8.17K 0.03% 188
2025
Q1 		$125K Sell
1,138
-5,402
-83% -$646K 0.04% 169
2024
Q4 		$825K Buy
+6,540
New +$861K 0.27% 78

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BankPlus Trust Department's UPS Position: Q1 2026 in Review

BankPlus Trust Department reduced its United Parcel Service (UPS) stake by 16% in Q1 2026, selling an estimated $8.79K and leaving 446 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #269.

BankPlus Trust Department first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $825K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • BankPlus Trust Department held 446 shares of United Parcel Service worth $43.9K as of Q1 2026.
  • BankPlus Trust Department sold 82 United Parcel Service shares in Q1 2026, an estimated $8.79K.
  • United Parcel Service made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #269 holding.
  • BankPlus Trust Department first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's United Parcel Service position peaked at $825K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.