SRPTWM
UPS icon

Split Rock Private Trading & Wealth Management’s United Parcel Service UPS Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$219K Hold
2,036
– – 0.15% 45
2026
Q1 		$200K Sell
2,036
-42
-2% -$4.5K 0.16% 45
2025
Q4 		$206K Buy
+2,078
New +$194K 0.17% 35

Other funds holding UPS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's UPS Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 2,036 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #45.

Split Rock Private Trading & Wealth Management first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 2,036 shares of United Parcel Service worth $219K as of Q2 2026.
  • Split Rock Private Trading & Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.15% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.