ET
UPS icon

Equitable Trust’s United Parcel Service UPS Stock Holding History

Equitable 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 		$791K Buy
7,358
+1,649
+29% +$171K 0.03% 262
2026
Q1 		$562K Buy
5,709
+1,734
+44% +$186K 0.03% 301
2025
Q4 		$394K Sell
3,975
-53
-1% -$4.96K 0.02% 358
2025
Q3 		$336K Buy
4,028
+710
+21% +$64.3K 0.02% 375
2025
Q2 		$335K Sell
3,318
-2,944
-47% -$290K 0.02% 364
2025
Q1 		$689K Buy
6,262
+1,330
+27% +$159K 0.04% 267
2024
Q4 		$622K Hold
4,932
– – 0.03% 283
2024
Q3 		$672K Buy
4,932
+276
+6% +$36.2K 0.04% 258
2024
Q2 		$637K Buy
4,656
+2,630
+130% +$377K 0.04% 255
2024
Q1 		$301K Buy
+2,026
New +$308K 0.02% 378
2023
Q3 		– Sell
-1,160
Closed -$208K – 410
2023
Q2 		$208K Hold
1,160
– – 0.02% 388
2023
Q1 		$225K Buy
+1,160
New +$213K 0.02% 374
2022
Q2 		– Sell
-1,269
Closed -$272K – 421
2022
Q1 		$272K Buy
+1,269
New +$270K 0.02% 343

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 $3.37T AUM 44.26% 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

Equitable Trust's UPS Position: Q2 2026 in Review

Equitable Trust increased its United Parcel Service (UPS) stake by 29% in Q2 2026, buying an estimated $171K and bringing the position to 7,358 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #262.

Equitable Trust first reported a position in UPS in Q1 2022 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Equitable Trust held 7,358 shares of United Parcel Service worth $791K as of Q2 2026.
  • Equitable Trust bought 1,649 United Parcel Service shares in Q2 2026, an estimated $171K.
  • United Parcel Service made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #262 holding.
  • Equitable Trust first reported a position in United Parcel Service in Q1 2022 and has held it in 13 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.