TI-Trust’s United Parcel Service UPS Stock Holding History

TI-Trust’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	$257K	Buy	2,748 +24	+0.9%	+$2.52K	0.14%	120
2026 Q2	$293K	Sell	2,724 -70	-3%	-$7.28K	0.16%	115
2026 Q1	$275K	Buy	2,794 +250	+10%	+$26.8K	0.16%	115
2025 Q4	$252K	Buy	2,544 +29	+1%	+$2.71K	0.16%	118
2025 Q3	$210K	Hold	2,515	–	–	0.13%	125
2025 Q2	$254K	Hold	2,515	–	–	0.17%	114
2025 Q1	$277K	Hold	2,515	–	–	0.18%	111
2024 Q4	$317K	Hold	2,515	–	–	0.21%	104
2024 Q3	$343K	Hold	2,515	–	–	0.25%	102
2024 Q2	$344K	Hold	2,515	–	–	0.27%	99
2024 Q1	$374K	Buy	2,515 +381	+18%	+$57.9K	0.27%	97
2023 Q4	$336K	Sell	2,134 -67	-3%	-$10.1K	0.3%	85
2023 Q3	$343K	Hold	2,201	–	–	0.33%	83
2023 Q2	$395K	Hold	2,201	–	–	0.36%	78
2023 Q1	$427K	Hold	2,201	–	–	0.4%	73
2022 Q4	$383K	Hold	2,201	–	–	0.36%	81
2022 Q3	$356K	Hold	2,201	–	–	0.38%	83
2022 Q2	$402K	Hold	2,201	–	–	0.41%	78
2022 Q1	$472K	Buy	+2,201	New	+$468K	0.43%	76
2019 Q4	$20K	Buy	+175	New	+$20.7K	0.02%	255

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

TI-Trust's UPS Position: Q3 2026 in Review

TI-Trust increased its United Parcel Service (UPS) stake by 0.88% in Q3 2026, buying an estimated $2.52K and bringing the position to 2,748 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #120.

TI-Trust first reported a position in UPS in Q4 2019 and has held it in 20 quarters since. The position peaked at $472K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

TI-Trust held 2,748 shares of United Parcel Service worth $257K as of Q3 2026.
TI-Trust bought 24 United Parcel Service shares in Q3 2026, an estimated $2.52K.
United Parcel Service made up 0.14% of TI-Trust's portfolio in Q3 2026, its #120 holding.
TI-Trust first reported a position in United Parcel Service in Q4 2019 and has held it in 20 quarters since.
TI-Trust's United Parcel Service position peaked at $472K in Q1 2022.
1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.