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UPS icon

Nordwand Advisors’s United Parcel Service UPS Stock Holding History

Nordwand Advisors’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 		– Sell
-3,645
Closed -$362K – 157
2025
Q4 		$362K Hold
3,645
– – 0.06% 129
2025
Q3 		$304K Sell
3,645
-8,450
-70% -$765K 0.05% 134
2025
Q2 		$1.22M Buy
12,095
+12,045
+24,090% +$1.19M 0.19% 82
2025
Q1 		$5.5K Hold
50
– – ﹤0.01% 92
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 99
2024
Q3 		$6.82K Hold
50
– – ﹤0.01% 96
2024
Q2 		$6.84K Hold
50
– – ﹤0.01% 118
2024
Q1 		$7.43K Buy
50
+5
+11% +$760 ﹤0.01% 135
2023
Q4 		$7.08K Buy
+45
New +$6.8K ﹤0.01% 126

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nordwand Advisors's UPS Position: Q1 2026 in Review

Nordwand Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 3,645 shares — an estimated $362K sold.

Nordwand Advisors first reported a position in UPS in Q4 2023 and held it in 9 quarters. The position peaked at $1.22M in Q2 2025. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Nordwand Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Nordwand Advisors sold 3,645 United Parcel Service shares in Q1 2026, an estimated $362K.
  • Nordwand Advisors first reported a position in United Parcel Service in Q4 2023 and held it in 9 quarters.
  • Nordwand Advisors's United Parcel Service position peaked at $1.22M in Q2 2025.
  • 2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Nordwand Advisors's 13F filing for Q1 2026, filed 7 May 2026.