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National Philanthropic Trust’s United Parcel Service UPS Stock Holding History

National Philanthropic 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
Q2 		$552K Buy
+5,133
New +$534K 0.01% 295
2024
Q2 		– Sell
-34,456
Closed -$5.12M – 275
2024
Q1 		$5.12M Buy
34,456
+32,681
+1,841% +$4.97M 0.11% 76
2023
Q4 		$279K Buy
+1,775
New +$268K 0.01% 249

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 $3.38T AUM 44.17% 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

National Philanthropic Trust's UPS Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in United Parcel Service (UPS) in Q2 2026: 5,133 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in UPS as recently as Q1 2024.

National Philanthropic Trust first reported a position in UPS in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.12M in Q1 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • National Philanthropic Trust held 5,133 shares of United Parcel Service worth $552K as of Q2 2026.
  • United Parcel Service was a new National Philanthropic Trust position in Q2 2026.
  • United Parcel Service made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #295 holding.
  • National Philanthropic Trust first reported a position in United Parcel Service in Q4 2023 and has held it in 3 quarters since.
  • National Philanthropic Trust's United Parcel Service position peaked at $5.12M in Q1 2024.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.