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Midwest Trust’s United Parcel Service UPS Stock Holding History

Midwest 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 		$10.6M Sell
107,496
-1,110
-1% -$119K 0.13% 149
2025
Q4 		$10.8M Sell
108,606
-2,939
-3% -$275K 0.13% 144
2025
Q3 		$9.32M Sell
111,545
-3,434
-3% -$311K 0.12% 153
2025
Q2 		$11.6M Buy
+114,979
New +$11.3M 0.16% 137

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

Midwest Trust's UPS Position: Q1 2026 in Review

Midwest Trust reduced its United Parcel Service (UPS) stake by 1% in Q1 2026, selling an estimated $119K and leaving 107,496 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #149.

Midwest Trust first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.6M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Midwest Trust held 107,496 shares of United Parcel Service worth $10.6M as of Q1 2026.
  • Midwest Trust sold 1,110 United Parcel Service shares in Q1 2026, an estimated $119K.
  • United Parcel Service made up 0.13% of Midwest Trust's portfolio in Q1 2026, its #149 holding.
  • Midwest Trust first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's United Parcel Service position peaked at $11.6M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.