Split Rock Private Trading & Wealth Management
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
Q3 		– Sell
-2,036
Closed -$219K – 52
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's UPS Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 2,036 shares — an estimated $219K sold.

Split Rock Private Trading & Wealth Management first reported a position in UPS in Q4 2025 and held it in 3 quarters. The position peaked at $219K in Q2 2026. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Split Rock Private Trading & Wealth Management reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Split Rock Private Trading & Wealth Management sold 2,036 United Parcel Service shares in Q3 2026, an estimated $219K.
  • Split Rock Private Trading & Wealth Management first reported a position in United Parcel Service in Q4 2025 and held it in 3 quarters.
  • Split Rock Private Trading & Wealth Management's United Parcel Service position peaked at $219K in Q2 2026.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.