Tennessee Valley Asset Management Partners’s United Parcel Service UPS Stock Holding History

Tennessee Valley Asset Management Partners’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	–	Sell	-3,253	Closed	-$320K	–	219
2026 Q1	$320K	Buy	+3,253	New	+$349K	0.04%	149
2025 Q2	–	Sell	-2,079	Closed	-$229K	–	160
2025 Q1	$229K	Sell	2,079 -215	-9%	-$25.7K	0.04%	151
2024 Q4	$289K	Buy	2,294 +6	+0.3%	+$790	0.05%	127
2024 Q3	$312K	Buy	+2,288	New	+$300K	0.05%	128
2024 Q1	–	Sell	-167	Closed	-$26.3K	–	726
2023 Q4	$26.3K	Buy	+167	New	+$25.3K	﹤0.01%	308

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tennessee Valley Asset Management Partners's UPS Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 3,253 shares — an estimated $320K sold.

Tennessee Valley Asset Management Partners first reported a position in UPS in Q4 2023 and held it in 5 quarters. The position peaked at $320K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Tennessee Valley Asset Management Partners reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 3,253 United Parcel Service shares in Q2 2026, an estimated $320K.
Tennessee Valley Asset Management Partners first reported a position in United Parcel Service in Q4 2023 and held it in 5 quarters.
Tennessee Valley Asset Management Partners's United Parcel Service position peaked at $320K in Q1 2026.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.