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Pinnacle Holdings’s United Parcel Service UPS Stock Holding History

Pinnacle Holdings’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 		$166K Buy
1,545
+600
+63% +$62.4K 0.05% 154
2026
Q1 		$93K Hold
945
– – 0.03% 175
2025
Q4 		$93.7K Buy
945
+500
+112% +$46.8K 0.03% 174
2025
Q3 		$37.2K Hold
445
– – 0.01% 211
2025
Q2 		$44.9K Buy
+445
New +$43.8K 0.02% 199
2024
Q4 		– Sell
-532
Closed -$72.5K – 257
2024
Q3 		$72.5K Buy
532
+7
+1% +$919 0.03% 178
2024
Q2 		$71.8K Sell
525
-70
-12% -$10K 0.03% 183
2024
Q1 		$88.4K Sell
595
-268
-31% -$40.7K 0.04% 171
2023
Q4 		$136K Sell
863
-41
-5% -$6.2K 0.06% 165
2023
Q3 		$141K Buy
904
+11
+1% +$1.9K 0.07% 158
2023
Q2 		$160K Sell
893
-15
-2% -$2.66K 0.07% 154
2023
Q1 		$176K Buy
908
+15
+2% +$2.75K 0.08% 152
2022
Q4 		$155K Hold
893
– – 0.07% 153
2022
Q3 		$144K Sell
893
-93
-9% -$17.6K 0.07% 158
2022
Q2 		$180K Buy
+986
New +$180K 0.08% 156
2021
Q4 		– Sell
-982
Closed -$179K – 256
2021
Q3 		$179K Buy
+982
New +$194K 0.08% 156
2021
Q1 		– Sell
-572
Closed -$96.3K – 233
2020
Q4 		$96.3K Buy
572
+210
+58% +$35.4K 0.05% 164
2020
Q3 		$60.3K Hold
362
– – 0.03% 168
2020
Q2 		$40.2K Hold
362
– – 0.02% 167
2020
Q1 		$33.8K Buy
+362
New +$37.5K 0.02% 167

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

Pinnacle Holdings's UPS Position: Q2 2026 in Review

Pinnacle Holdings increased its United Parcel Service (UPS) stake by 63% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,545 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #154.

Pinnacle Holdings first reported a position in UPS in Q1 2020 and has held it in 20 quarters since. The position peaked at $180K in Q2 2022. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pinnacle Holdings held 1,545 shares of United Parcel Service worth $166K as of Q2 2026.
  • Pinnacle Holdings bought 600 United Parcel Service shares in Q2 2026, an estimated $62.4K.
  • United Parcel Service made up 0.05% of Pinnacle Holdings's portfolio in Q2 2026, its #154 holding.
  • Pinnacle Holdings first reported a position in United Parcel Service in Q1 2020 and has held it in 20 quarters since.
  • Pinnacle Holdings's United Parcel Service position peaked at $180K in Q2 2022.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.