FCH
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Freestone Capital Holdings’s United Parcel Service UPS Stock Holding History

Freestone Capital Holdings’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 		$273K Sell
2,772
-125
-4% -$13.4K 0.01% 459
2025
Q4 		$287K Sell
2,897
-458
-14% -$42.8K 0.01% 435
2025
Q3 		$280K Buy
3,355
+999
+42% +$90.5K 0.01% 446
2025
Q2 		$238K Sell
2,356
-783
-25% -$77K 0.01% 403
2025
Q1 		$345K Sell
3,139
-248
-7% -$29.7K 0.01% 335
2024
Q4 		$427K Buy
3,387
+150
+5% +$19.7K 0.01% 304
2024
Q3 		$441K Sell
3,237
-2,324
-42% -$305K 0.02% 309
2024
Q2 		$761K Sell
5,561
-1,823
-25% -$261K 0.03% 245
2024
Q1 		$1.1M Sell
7,384
-17,286
-70% -$2.63M 0.04% 201
2023
Q4 		$3.88M Sell
24,670
-1,217
-5% -$184K 0.17% 101
2023
Q3 		$4.04M Buy
25,887
+4,831
+23% +$834K 0.21% 80
2023
Q2 		$3.77M Buy
21,056
+423
+2% +$75.1K 0.15% 97
2023
Q1 		$4M Sell
20,633
-262
-1% -$48.1K 0.18% 87
2022
Q4 		$3.63M Sell
20,895
-13
-0.1% -$2.25K 0.17% 95
2022
Q3 		$3.38M Sell
20,908
-1,673
-7% -$317K 0.15% 93
2022
Q2 		$4.12M Sell
22,581
-200
-0.9% -$36.5K 0.16% 93
2022
Q1 		$4.89M Buy
22,781
+4,275
+23% +$908K 0.2% 108
2021
Q4 		$3.97M Buy
18,506
+869
+5% +$177K 0.17% 127
2021
Q3 		$3.21M Buy
17,637
+699
+4% +$138K 0.16% 142
2021
Q2 		$3.52M Buy
16,938
+382
+2% +$76.4K 0.18% 135
2021
Q1 		$2.81M Buy
16,556
+620
+4% +$100K 0.15% 148
2020
Q4 		$2.68M Sell
15,936
-138
-0.9% -$23.3K 0.16% 142
2020
Q3 		$2.68M Buy
16,074
+223
+1% +$32.5K 0.17% 123
2020
Q2 		$1.76K Buy
15,851
+259
+2% +$25.9K 0.02% 169
2020
Q1 		$1.46K Buy
15,592
+3,209
+26% +$332K 0.03% 160
2019
Q4 		$1.45K Buy
12,383
+1,334
+12% +$158K 0.03% 217
2019
Q3 		$1.32K Buy
11,049
+1,451
+15% +$166K 0.03% 220
2019
Q2 		$991 Sell
9,598
-30
-0.3% -$3.12K 0.03% 235
2019
Q1 		$1.08M Buy
9,628
+5,121
+114% +$543K 0.06% 213
2018
Q4 		$440K Buy
4,507
+2,403
+114% +$261K 0.03% 305
2018
Q3 		$246K Buy
+2,104
New +$248K ﹤0.01% 358

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

Freestone Capital Holdings's UPS Position: Q1 2026 in Review

Freestone Capital Holdings reduced its United Parcel Service (UPS) stake by 4.3% in Q1 2026, selling an estimated $13.4K and leaving 2,772 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #459.

Freestone Capital Holdings first reported a position in UPS in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.89M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Freestone Capital Holdings held 2,772 shares of United Parcel Service worth $273K as of Q1 2026.
  • Freestone Capital Holdings sold 125 United Parcel Service shares in Q1 2026, an estimated $13.4K.
  • United Parcel Service made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #459 holding.
  • Freestone Capital Holdings first reported a position in United Parcel Service in Q3 2018 and has held it in 31 quarters since.
  • Freestone Capital Holdings's United Parcel Service position peaked at $4.89M in Q1 2022.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.