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Pinney & Scofield’s United Parcel Service UPS Stock Holding History

Pinney & Scofield’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 		$38.6K Hold
392
– – 0.02% 127
2025
Q4 		$38.9K Sell
392
-223
-36% -$20.9K 0.02% 119
2025
Q3 		$51.4K Buy
615
+197
+47% +$17.8K 0.03% 103
2025
Q2 		$42.2K Buy
418
+39
+10% +$3.84K 0.03% 108
2025
Q1 		$41.7K Buy
379
+168
+80% +$20.1K 0.03% 107
2024
Q4 		$26.6K Buy
+211
New +$27.8K 0.02% 127

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

Pinney & Scofield's UPS Position: Q1 2026 in Review

Pinney & Scofield held its United Parcel Service (UPS) position steady in Q1 2026 at 392 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #127.

Pinney & Scofield first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.4K in Q3 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pinney & Scofield held 392 shares of United Parcel Service worth $38.6K as of Q1 2026.
  • Pinney & Scofield left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.02% of Pinney & Scofield's portfolio in Q1 2026, its #127 holding.
  • Pinney & Scofield first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's United Parcel Service position peaked at $51.4K in Q3 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.