Tevis Investment Management’s United Parcel Service UPS Stock Holding History

Tevis Investment 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	$370K	Sell	3,444 -102	-3%	-$10.6K	0.2%	80
2026 Q1	$349K	Buy	+3,546	New	+$380K	0.2%	74
2023 Q3	–	Sell	-1,203	Closed	-$216K	–	91
2023 Q2	$216K	Buy	1,203 +77	+7%	+$13.7K	0.21%	86
2023 Q1	$218K	Buy	+1,126	New	+$207K	0.22%	81
2022 Q4	–	Sell	-1,066	Closed	-$173K	–	185
2022 Q3	$173K	Buy	1,066 +122	+13%	+$23.1K	0.17%	92
2022 Q2	$174K	Buy	944 +183	+24%	+$33.4K	0.17%	92
2022 Q1	$164K	Buy	761 +187	+33%	+$39.7K	0.15%	102
2021 Q4	$125K	Buy	+574	New	+$117K	0.11%	134

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

Tevis Investment Management's UPS Position: Q2 2026 in Review

Tevis Investment Management reduced its United Parcel Service (UPS) stake by 2.9% in Q2 2026, selling an estimated $10.6K and leaving 3,444 shares worth $370K. The position accounts for 0.2% of the portfolio, ranked #80.

Tevis Investment Management first reported a position in UPS in Q4 2021 and has held it in 8 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Tevis Investment Management held 3,444 shares of United Parcel Service worth $370K as of Q2 2026.
Tevis Investment Management sold 102 United Parcel Service shares in Q2 2026, an estimated $10.6K.
United Parcel Service made up 0.2% of Tevis Investment Management's portfolio in Q2 2026, its #80 holding.
Tevis Investment Management first reported a position in United Parcel Service in Q4 2021 and has held it in 8 quarters since.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.