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Red Tortoise LLC’s United Parcel Service UPS Stock Holding History

Red Tortoise LLC’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 		$17.3K Buy
176
+3
+2% +$322 0.01% 217
2025
Q4 		$17.2K Buy
173
+3
+2% +$281 0.01% 209
2025
Q3 		$14.2K Buy
170
+3
+2% +$272 0.01% 232
2025
Q2 		$16.9K Sell
167
-13
-7% -$1.28K 0.01% 194
2025
Q1 		$19.8K Buy
180
+18
+11% +$2.15K 0.01% 156
2024
Q4 		$20.4K Buy
162
+2
+1% +$263 0.01% 161
2024
Q3 		$21.8K Buy
160
+2
+1% +$263 0.01% 156
2024
Q2 		$21.6K Buy
158
+2
+1% +$286 0.01% 150
2024
Q1 		$23.2K Buy
+156
New +$23.7K 0.01% 138
2023
Q1 		– Sell
-197
Closed -$34.2K – 610
2022
Q4 		$34.2K Buy
+197
New +$34.1K 0.02% 135
2021
Q4 		– Sell
-97
Closed -$16K – 478
2021
Q3 		$16K Buy
+97
New +$19.1K 0.01% 186

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Red Tortoise LLC's UPS Position: Q1 2026 in Review

Red Tortoise LLC increased its United Parcel Service (UPS) stake by 1.7% in Q1 2026, buying an estimated $322 and bringing the position to 176 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Red Tortoise LLC first reported a position in UPS in Q3 2021 and has held it in 11 quarters since. The position peaked at $34.2K in Q4 2022. 2,110 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Red Tortoise LLC held 176 shares of United Parcel Service worth $17.3K as of Q1 2026.
  • Red Tortoise LLC bought 3 United Parcel Service shares in Q1 2026, an estimated $322.
  • United Parcel Service made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #217 holding.
  • Red Tortoise LLC first reported a position in United Parcel Service in Q3 2021 and has held it in 11 quarters since.
  • Red Tortoise LLC's United Parcel Service position peaked at $34.2K in Q4 2022.
  • 2,110 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.