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 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 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

Equitable Trust's UPS Position: Q1 2026 in Review

Equitable Trust increased its United Parcel Service (UPS) stake by 44% in Q1 2026, buying an estimated $186K and bringing the position to 5,709 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #301.

Equitable Trust first reported a position in UPS in Q1 2022 and has held it in 12 quarters since. The position peaked at $689K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Equitable Trust held 5,709 shares of United Parcel Service worth $562K as of Q1 2026.
Equitable Trust bought 1,734 United Parcel Service shares in Q1 2026, an estimated $186K.
United Parcel Service made up 0.03% of Equitable Trust's portfolio in Q1 2026, its #301 holding.
Equitable Trust first reported a position in United Parcel Service in Q1 2022 and has held it in 12 quarters since.
Equitable Trust's United Parcel Service position peaked at $689K in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.