Laird Norton Wetherby Trust Company’s United Parcel Service UPS Stock Holding History

Laird Norton Wetherby Trust Company’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	$1.01M	Sell	9,350 -636	-6%	-$66.1K	0.02%	509
2026 Q1	$982K	Sell	9,986 -1,752	-15%	-$188K	0.02%	493
2025 Q4	$1.16M	Buy	+11,738	New	+$1.1M	0.02%	460
2023 Q2	–	Sell	-1,576	Closed	-$306K	–	121
2023 Q1	$306K	Hold	1,576	–	–	0.04%	84
2022 Q4	$274K	Buy	+1,576	New	+$273K	0.04%	87
2022 Q3	–	Sell	-1,595	Closed	-$291K	–	119
2022 Q2	$291K	Sell	1,595 -431	-21%	-$78.6K	0.04%	92
2022 Q1	$434K	Sell	2,026 -5	-0.2%	-$1.06K	0.04%	118
2021 Q4	$435K	Buy	2,031 +222	+12%	+$45.2K	0.04%	119
2021 Q3	$329K	Buy	1,809 +78	+5%	+$15.4K	0.03%	128
2021 Q2	$359K	Buy	1,731 +3	+0.2%	+$600	0.04%	112
2021 Q1	$290K	Sell	1,728 -5	-0.3%	-$809	0.03%	121
2020 Q4	$291K	Buy	+1,733	New	+$292K	0.03%	122

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laird Norton Wetherby Trust Company's UPS Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its United Parcel Service (UPS) stake by 6.4% in Q2 2026, selling an estimated $66.1K and leaving 9,350 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #509.

Laird Norton Wetherby Trust Company first reported a position in UPS in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Laird Norton Wetherby Trust Company held 9,350 shares of United Parcel Service worth $1.01M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 636 United Parcel Service shares in Q2 2026, an estimated $66.1K.
United Parcel Service made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #509 holding.
Laird Norton Wetherby Trust Company first reported a position in United Parcel Service in Q4 2020 and has held it in 12 quarters since.
Laird Norton Wetherby Trust Company's United Parcel Service position peaked at $1.16M in Q4 2025.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.