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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
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 $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

Pinnacle Holdings's UPS Position: Q1 2026 in Review

Pinnacle Holdings held its United Parcel Service (UPS) position steady in Q1 2026 at 945 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #175.

Pinnacle Holdings first reported a position in UPS in Q1 2020 and has held it in 19 quarters since. The position peaked at $180K in Q2 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pinnacle Holdings held 945 shares of United Parcel Service worth $93K as of Q1 2026.
  • Pinnacle Holdings left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.03% of Pinnacle Holdings's portfolio in Q1 2026, its #175 holding.
  • Pinnacle Holdings first reported a position in United Parcel Service in Q1 2020 and has held it in 19 quarters since.
  • Pinnacle Holdings's United Parcel Service position peaked at $180K in Q2 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.