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Clearstead Trust’s United Parcel Service UPS Stock Holding History

Clearstead 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 		$27K Sell
274
-161
-37% -$17.3K ﹤0.01% 393
2025
Q4 		$43.1K Buy
435
+2
+0.5% +$187 0.01% 340
2025
Q3 		$36.2K Sell
433
-42
-9% -$3.8K 0.01% 358
2025
Q2 		$47.9K Sell
475
-781
-62% -$76.8K 0.01% 319
2025
Q1 		$138K Buy
1,256
+40
+3% +$4.78K 0.03% 182
2024
Q4 		$153K Buy
1,216
+5
+0.4% +$658 0.03% 171
2024
Q3 		$165K Buy
1,211
+16
+1% +$2.1K 0.04% 150
2024
Q2 		$164K Buy
1,195
+10
+0.8% +$1.43K 0.04% 144
2024
Q1 		$176K Buy
1,185
+27
+2% +$4.1K 0.05% 142
2023
Q4 		$182K Sell
1,158
-6
-0.5% -$907 0.05% 161
2023
Q3 		$181K Buy
1,164
+507
+77% +$87.5K 0.06% 131
2023
Q2 		$122K Buy
657
+3
+0.5% +$533 0.04% 166
2023
Q1 		$127K Sell
654
-18
-3% -$3.3K 0.04% 167
2022
Q4 		$117K Buy
672
+2
+0.3% +$346 0.04% 173
2022
Q3 		$108K Buy
670
+354
+112% +$67K 0.04% 177
2022
Q2 		$58K Hold
316
– – 0.04% 116
2022
Q1 		$68K Sell
316
-71
-18% -$15.1K 0.04% 117
2021
Q4 		$83K Hold
387
– – 0.05% 118
2021
Q3 		$70K Buy
+387
New +$76.4K 0.04% 125

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

Clearstead Trust's UPS Position: Q1 2026 in Review

Clearstead Trust reduced its United Parcel Service (UPS) stake by 37% in Q1 2026, selling an estimated $17.3K and leaving 274 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Clearstead Trust first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $182K in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Clearstead Trust held 274 shares of United Parcel Service worth $27K as of Q1 2026.
  • Clearstead Trust sold 161 United Parcel Service shares in Q1 2026, an estimated $17.3K.
  • United Parcel Service made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #393 holding.
  • Clearstead Trust first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • Clearstead Trust's United Parcel Service position peaked at $182K in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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