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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
Q2 		$40.7K Sell
379
-13
-3% -$1.35K 0.02% 123
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 $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

Pinney & Scofield's UPS Position: Q2 2026 in Review

Pinney & Scofield reduced its United Parcel Service (UPS) stake by 3.3% in Q2 2026, selling an estimated $1.35K and leaving 379 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #123.

Pinney & Scofield first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.4K in Q3 2025. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pinney & Scofield held 379 shares of United Parcel Service worth $40.7K as of Q2 2026.
  • Pinney & Scofield sold 13 United Parcel Service shares in Q2 2026, an estimated $1.35K.
  • United Parcel Service made up 0.02% of Pinney & Scofield's portfolio in Q2 2026, its #123 holding.
  • Pinney & Scofield first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's United Parcel Service position peaked at $51.4K in Q3 2025.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.