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Inlet Private Wealth’s United Parcel Service UPS Stock Holding History

Inlet Private Wealth’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 		$412K Sell
3,830
-150
-4% -$15.6K 0.1% 111
2026
Q1 		$392K Hold
3,980
– – 0.1% 108
2025
Q4 		$395K Sell
3,980
-17,438
-81% -$1.63M 0.09% 108
2025
Q3 		$1.79M Sell
21,418
-10,535
-33% -$954K 0.4% 67
2025
Q2 		$3.23M Sell
31,953
-4,150
-11% -$408K 0.79% 40
2025
Q1 		$3.97M Buy
36,103
+950
+3% +$114K 1.03% 36
2024
Q4 		$4.43M Sell
35,153
-2,890
-8% -$380K 1.17% 30
2024
Q3 		$5.19M Sell
38,043
-4,005
-10% -$526K 1.32% 27
2024
Q2 		$5.75M Buy
42,048
+4,413
+12% +$632K 1.57% 20
2024
Q1 		$5.59M Buy
37,635
+355
+1% +$54K 1.56% 23
2023
Q4 		$5.86M Sell
37,280
-750
-2% -$113K 1.8% 15
2023
Q3 		$5.93M Sell
38,030
-2,933
-7% -$506K 1.95% 13
2023
Q2 		$7.34M Buy
40,963
+410
+1% +$72.8K 1.85% 12
2023
Q1 		$7.87M Sell
40,553
-200
-0.5% -$36.7K 2.05% 10
2022
Q4 		$7.08M Buy
40,753
+6,659
+20% +$1.15M 1.82% 15
2022
Q3 		$5.51M Buy
34,094
+11,128
+48% +$2.11M 1.64% 17
2022
Q2 		$4.19M Buy
22,966
+2,379
+12% +$434K 1.2% 25
2022
Q1 		$4.42M Buy
20,587
+417
+2% +$88.6K 1.1% 27
2021
Q4 		$4.32M Sell
20,170
-641
-3% -$130K 1.05% 35
2021
Q3 		$3.79M Hold
20,811
– – 1.02% 32
2021
Q2 		$4.33M Buy
20,811
+5
+0% +$1K 1.13% 29
2021
Q1 		$3.54M Sell
20,806
-1,394
-6% -$225K 1.01% 33
2020
Q4 		$3.74M Sell
22,200
-150
-0.7% -$25.3K 1.22% 27
2020
Q3 		$3.72M Sell
22,350
-700
-3% -$102K 1.45% 17
2020
Q2 		$2.56M Hold
23,050
– – 1.02% 36
2020
Q1 		$2.15M Buy
23,050
+10,572
+85% +$1.1M 1% 36
2019
Q4 		$1.46M Sell
12,478
-300
-2% -$35.5K 0.48% 60
2019
Q3 		$1.53M Sell
12,778
-600
-4% -$68.6K 0.57% 55
2019
Q2 		$1.42M Buy
13,378
+2,550
+24% +$265K 0.51% 59
2019
Q1 		$1.21M Buy
10,828
+4,733
+78% +$502K 0.49% 60
2018
Q4 		$594K Buy
+6,095
New +$661K 0.32% 70

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

Inlet Private Wealth's UPS Position: Q2 2026 in Review

Inlet Private Wealth reduced its United Parcel Service (UPS) stake by 3.8% in Q2 2026, selling an estimated $15.6K and leaving 3,830 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #111.

Inlet Private Wealth first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.87M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Inlet Private Wealth held 3,830 shares of United Parcel Service worth $412K as of Q2 2026.
  • Inlet Private Wealth sold 150 United Parcel Service shares in Q2 2026, an estimated $15.6K.
  • United Parcel Service made up 0.1% of Inlet Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Inlet Private Wealth first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Inlet Private Wealth's United Parcel Service position peaked at $7.87M in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.