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Tanglewood Legacy Advisors’s United Parcel Service UPS Stock Holding History

Tanglewood Legacy Advisors’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 		$186K Hold
1,734
– – 0.06% 101
2026
Q1 		$171K Hold
1,734
– – 0.06% 99
2025
Q4 		$172K Hold
1,734
– – 0.06% 99
2025
Q3 		$145K Hold
1,734
– – 0.06% 106
2025
Q2 		$175K Hold
1,734
– – 0.07% 99
2025
Q1 		$191K Hold
1,734
– – 0.08% 94
2024
Q4 		$219K Hold
1,734
– – 0.09% 86
2024
Q3 		$236K Hold
1,734
– – 0.11% 80
2024
Q2 		$237K Hold
1,734
– – 0.11% 80
2024
Q1 		$258K Hold
1,734
– – 0.13% 74
2023
Q4 		$273K Sell
1,734
-59
-3% -$8.92K 0.15% 72
2023
Q3 		$279K Hold
1,793
– – 0.17% 70
2023
Q2 		$321K Sell
1,793
-40
-2% -$7.1K 0.19% 64
2023
Q1 		$356K Hold
1,833
– – 0.23% 51
2022
Q4 		$319K Buy
+1,833
New +$317K 0.23% 44

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

Tanglewood Legacy Advisors's UPS Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 1,734 shares worth $186K. The position accounts for 0.06% of the portfolio, ranked #101.

Tanglewood Legacy Advisors first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $356K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,734 shares of United Parcel Service worth $186K as of Q2 2026.
  • Tanglewood Legacy Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.06% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #101 holding.
  • Tanglewood Legacy Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's United Parcel Service position peaked at $356K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.