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UPS icon

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
Q2 		$35.3K Buy
328
+4
+1% +$416 0.01% 349
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
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

Tidemark's UPS Position: Q2 2026 in Review

Tidemark increased its United Parcel Service (UPS) stake by 1.2% in Q2 2026, buying an estimated $416 and bringing the position to 328 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #349.

Tidemark first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.4K in Q4 2024. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tidemark held 328 shares of United Parcel Service worth $35.3K as of Q2 2026.
  • Tidemark bought 4 United Parcel Service shares in Q2 2026, an estimated $416.
  • United Parcel Service made up 0.01% of Tidemark's portfolio in Q2 2026, its #349 holding.
  • Tidemark first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's United Parcel Service position peaked at $37.4K in Q4 2024.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.