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 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 $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

Laird Norton Wetherby Trust Company's UPS Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its United Parcel Service (UPS) stake by 15% in Q1 2026, selling an estimated $188K and leaving 9,986 shares worth $982K. The position accounts for 0.02% of the portfolio, ranked #493.

Laird Norton Wetherby Trust Company first reported a position in UPS in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Laird Norton Wetherby Trust Company held 9,986 shares of United Parcel Service worth $982K as of Q1 2026.
Laird Norton Wetherby Trust Company sold 1,752 United Parcel Service shares in Q1 2026, an estimated $188K.
United Parcel Service made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #493 holding.
Laird Norton Wetherby Trust Company first reported a position in United Parcel Service in Q4 2020 and has held it in 11 quarters since.
Laird Norton Wetherby Trust Company's United Parcel Service position peaked at $1.16M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.