Tidemark’s United Parcel Service UPS Stock Holding History

Tidemark’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 Q1	$31.9K	Buy	324 +10	+3%	+$1.07K	0.01%	314
2025 Q4	$31.2K	Buy	314 +4	+1%	+$374	0.01%	292
2025 Q3	$25.9K	Buy	310 +5	+2%	+$453	0.01%	323
2025 Q2	$30.8K	Buy	305 +5	+2%	+$492	0.01%	302
2025 Q1	$33K	Buy	300 +3	+1%	+$359	0.01%	291
2024 Q4	$37.4K	Buy	297 +161	+118%	+$21.2K	0.01%	276
2024 Q3	$18.7K	Hold	136	–	–	0.01%	346
2024 Q2	$18.6K	Buy	136 +1	+0.7%	+$143	0.01%	328
2024 Q1	$20K	Buy	135 +1	+0.7%	+$152	0.01%	333
2023 Q4	$21K	Buy	+134	New	+$20.3K	0.01%	323

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidemark's UPS Position: Q1 2026 in Review

Tidemark increased its United Parcel Service (UPS) stake by 3.2% in Q1 2026, buying an estimated $1.07K and bringing the position to 324 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #314.

Tidemark first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.4K in Q4 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Tidemark held 324 shares of United Parcel Service worth $31.9K as of Q1 2026.
Tidemark bought 10 United Parcel Service shares in Q1 2026, an estimated $1.07K.
United Parcel Service made up 0.01% of Tidemark's portfolio in Q1 2026, its #314 holding.
Tidemark first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Tidemark's United Parcel Service position peaked at $37.4K in Q4 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.