Tower Bridge Advisors’s United Parcel Service UPS Stock Holding History

Tower Bridge Advisors’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	$6.52M	Buy	66,288 +36,892	+126%	+$3.96M	0.63%	51
2025 Q4	$2.92M	Sell	29,396 -1,915	-6%	-$179K	0.29%	78
2025 Q3	$2.62M	Sell	31,311 -1,550	-5%	-$140K	0.26%	80
2025 Q2	$3.32M	Sell	32,861 -6,335	-16%	-$623K	0.36%	72
2025 Q1	$4.31M	Sell	39,196 -350	-0.9%	-$41.9K	0.48%	62
2024 Q4	$4.99M	Sell	39,546 -55	-0.1%	-$7.24K	0.53%	52
2024 Q3	$5.4M	Buy	39,601 +737	+2%	+$96.8K	0.56%	52
2024 Q2	$5.32M	Sell	38,864 -1,857	-5%	-$266K	0.59%	50
2024 Q1	$6.05M	Sell	40,721 -9,421	-19%	-$1.43M	0.62%	50
2023 Q4	$7.88M	Sell	50,142 -2,229	-4%	-$337K	0.68%	46
2023 Q3	$8.16M	Buy	52,371 +1,405	+3%	+$243K	0.76%	42
2023 Q2	$9.14M	Buy	50,966 +6,333	+14%	+$1.12M	0.84%	40
2023 Q1	$8.66M	Sell	44,633 -7,405	-14%	-$1.36M	0.71%	40
2022 Q4	$9.05M	Buy	52,038 +4,297	+9%	+$744K	0.75%	37
2022 Q3	$7.71M	Sell	47,741 -200	-0.4%	-$37.9K	0.69%	44
2022 Q2	$8.75M	Sell	47,941 -130,495	-73%	-$23.8M	0.71%	44
2022 Q1	$38.3M	Buy	178,436 +125,849	+239%	+$26.7M	2.56%	5
2021 Q4	$11.3M	Sell	52,587 -101,604	-66%	-$20.7M	0.69%	48
2021 Q3	$28.1M	Sell	154,191 -37,800	-20%	-$7.46M	1.87%	9
2021 Q2	$39.9M	Buy	191,991 +118,068	+160%	+$23.6M	2.66%	4
2021 Q1	$12.6M	Buy	73,923 +62,285	+535%	+$10.1M	0.95%	34
2020 Q4	$1.96M	Buy	11,638 +10,110	+662%	+$1.71M	0.16%	113
2020 Q3	$255K	Buy	+1,528	New	+$222K	0.03%	168
2020 Q1	–	Sell	-2,528	Closed	-$296K	–	198
2019 Q4	$296K	Hold	2,528	–	–	0.03%	169
2019 Q3	$314K	Hold	2,528	–	–	0.03%	168
2019 Q2	$261K	Hold	2,528	–	–	0.03%	182
2019 Q1	$282K	Hold	2,528	–	–	0.03%	174
2018 Q4	$247K	Hold	2,528	–	–	0.03%	174
2018 Q3	$295K	Hold	2,528	–	–	0.03%	173
2018 Q2	$269K	Hold	2,528	–	–	0.03%	177
2018 Q1	$265K	Sell	2,528 -273	-10%	-$31.6K	0.03%	178
2017 Q4	$334K	Sell	2,801 -162	-5%	-$19K	0.04%	168
2017 Q3	$356K	Sell	2,963 -742	-20%	-$84.4K	0.04%	162
2017 Q2	$410K	Buy	3,705 +242	+7%	+$25.9K	0.05%	158
2017 Q1	$372K	Hold	3,463	–	–	0.04%	160
2016 Q4	$397K	Sell	3,463 -25	-0.7%	-$2.82K	0.05%	159
2016 Q3	$381K	Hold	3,488	–	–	0.05%	157
2016 Q2	$376K	Sell	3,488 -100	-3%	-$10.4K	0.05%	159
2016 Q1	$378K	Hold	3,588	–	–	0.05%	158
2015 Q4	$345K	Buy	3,588 +1,000	+39%	+$102K	0.05%	158
2015 Q3	$255K	Sell	2,588 -17	-0.7%	-$1.68K	0.04%	178
2015 Q2	$252K	Buy	2,605 +25	+1%	+$2.48K	0.03%	179
2015 Q1	$250K	Buy	2,580 +310	+14%	+$31.8K	0.03%	179
2014 Q4	$252K	Buy	2,270 +17	+0.8%	+$1.79K	0.03%	182
2014 Q3	$221K	Hold	2,253	–	–	0.03%	188
2014 Q2	$231K	Hold	2,253	–	–	0.03%	184
2014 Q1	$219K	Buy	2,253 +178	+9%	+$17.3K	0.03%	184
2013 Q4	$218K	Buy	+2,075	New	+$204K	0.03%	184

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

Tower Bridge Advisors's UPS Position: Q1 2026 in Review

Tower Bridge Advisors increased its United Parcel Service (UPS) stake by 126% in Q1 2026, buying an estimated $3.96M and bringing the position to 66,288 shares worth $6.52M. The position accounts for 0.63% of the portfolio, ranked #51.

Tower Bridge Advisors first reported a position in UPS in Q4 2013 and has held it in 48 quarters since. The position peaked at $39.9M in Q2 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Tower Bridge Advisors held 66,288 shares of United Parcel Service worth $6.52M as of Q1 2026.
Tower Bridge Advisors bought 36,892 United Parcel Service shares in Q1 2026, an estimated $3.96M.
United Parcel Service made up 0.63% of Tower Bridge Advisors's portfolio in Q1 2026, its #51 holding.
Tower Bridge Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 48 quarters since.
Tower Bridge Advisors's United Parcel Service position peaked at $39.9M in Q2 2021.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.