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Old Point Trust & Financial Services N A’s United Parcel Service UPS Stock Holding History

Old Point Trust & Financial Services N A’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 		$1.27M Sell
11,797
-1,102
-9% -$115K 0.38% 65
2026
Q1 		$1.27M Sell
12,899
-1,905
-13% -$204K 0.41% 62
2025
Q4 		$1.47M Sell
14,804
-2,257
-13% -$211K 0.46% 57
2025
Q3 		$1.43M Sell
17,061
-2,490
-13% -$226K 0.46% 54
2025
Q2 		$1.97M Sell
19,551
-3,286
-14% -$323K 0.69% 37
2025
Q1 		$2.51M Sell
22,837
-835
-4% -$99.8K 0.88% 31
2024
Q4 		$2.99M Buy
23,672
+441
+2% +$58K 1.05% 28
2024
Q3 		$3.17M Buy
23,231
+675
+3% +$88.6K 1.14% 27
2024
Q2 		$3.09M Buy
22,556
+109
+0.5% +$15.6K 1.2% 27
2024
Q1 		$3.34M Buy
22,447
+1,548
+7% +$235K 1.21% 27
2023
Q4 		$3.29M Buy
20,899
+705
+3% +$107K 1.33% 25
2023
Q3 		$3.15M Buy
20,194
+175
+0.9% +$30.2K 1.42% 26
2023
Q2 		$3.59M Hold
20,019
– – 1.49% 24
2023
Q1 		$3.88M Buy
20,019
+795
+4% +$146K 1.7% 23
2022
Q4 		$3.34M Sell
19,224
-50
-0.3% -$8.65K 1.54% 25
2022
Q3 		$3.11M Sell
19,274
-787
-4% -$149K 1.56% 24
2022
Q2 		$3.66M Sell
20,061
-602
-3% -$110K 1.69% 25
2022
Q1 		$4.43M Sell
20,663
-102
-0.5% -$21.7K 1.81% 24
2021
Q4 		$4.45M Hold
20,765
– – 1.79% 22
2021
Q3 		$3.78M Sell
20,765
-300
-1% -$59.2K 1.69% 23
2021
Q2 		$4.38M Sell
21,065
-175
-0.8% -$35K 1.93% 22
2021
Q1 		$3.61M Hold
21,240
– – 1.68% 26
2020
Q4 		$3.58M Sell
21,240
-3,500
-14% -$591K 1.83% 22
2020
Q3 		$4.12M Buy
24,740
+1,075
+5% +$157K 2.27% 17
2020
Q2 		$2.63M Buy
+23,665
New +$2.36M 1.44% 27

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
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

Old Point Trust & Financial Services N A's UPS Position: Q2 2026 in Review

Old Point Trust & Financial Services N A reduced its United Parcel Service (UPS) stake by 8.5% in Q2 2026, selling an estimated $115K and leaving 11,797 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #65.

Old Point Trust & Financial Services N A first reported a position in UPS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.45M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Old Point Trust & Financial Services N A held 11,797 shares of United Parcel Service worth $1.27M as of Q2 2026.
  • Old Point Trust & Financial Services N A sold 1,102 United Parcel Service shares in Q2 2026, an estimated $115K.
  • United Parcel Service made up 0.38% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #65 holding.
  • Old Point Trust & Financial Services N A first reported a position in United Parcel Service in Q2 2020 and has held it in 25 quarters since.
  • Old Point Trust & Financial Services N A's United Parcel Service position peaked at $4.45M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.