TWM
UPS icon

Tradition Wealth Management’s United Parcel Service UPS Stock Holding History

Tradition Wealth 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 		$1.6M Buy
14,926
+37
+0.2% +$3.85K 0.1% 169
2026
Q1 		$1.46M Buy
14,889
+1,130
+8% +$121K 0.1% 166
2025
Q4 		$1.36M Sell
13,759
-307
-2% -$28.7K 0.1% 169
2025
Q3 		$1.17M Buy
14,066
+19
+0.1% +$1.72K 0.09% 175
2025
Q2 		$1.42M Sell
14,047
-292
-2% -$28.7K 0.11% 151
2025
Q1 		$1.58M Buy
14,339
+365
+3% +$43.6K 0.14% 138
2024
Q4 		$1.76M Sell
13,974
-76
-0.5% -$10K 0.16% 121
2024
Q3 		$1.92M Sell
14,050
-38
-0.3% -$4.99K 0.17% 112
2024
Q2 		$1.93M Sell
14,088
-264
-2% -$37.8K 0.19% 104
2024
Q1 		$2.13M Sell
14,352
-359
-2% -$54.6K 0.22% 91
2023
Q4 		$2.31M Sell
14,711
-346
-2% -$52.3K 0.24% 75
2023
Q3 		$2.35M Buy
15,057
+139
+0.9% +$24K 0.28% 72
2023
Q2 		$2.67M Buy
14,918
+12,677
+566% +$2.25M 0.31% 73
2023
Q1 		$435K Buy
2,241
+1,047
+88% +$192K 0.05% 193
2022
Q4 		$208K Sell
1,194
-63
-5% -$10.9K 0.03% 260
2022
Q3 		$203K Sell
1,257
-487
-28% -$92.2K 0.03% 255
2022
Q2 		$318K Sell
1,744
-658
-27% -$120K 0.05% 207
2022
Q1 		$515K Buy
2,402
+138
+6% +$29.3K 0.07% 185
2021
Q4 		$485K Buy
2,264
+5
+0.2% +$1.02K 0.06% 188
2021
Q3 		$411K Buy
2,259
+96
+4% +$18.9K 0.06% 190
2021
Q2 		$450K Buy
2,163
+6
+0.3% +$1.2K 0.07% 189
2021
Q1 		$367K Buy
2,157
+1,813
+527% +$293K 0.06% 185
2020
Q4 		$58K Buy
+344
New +$58.1K 0.01% 385

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

Tradition Wealth Management's UPS Position: Q2 2026 in Review

Tradition Wealth Management increased its United Parcel Service (UPS) stake by 0.25% in Q2 2026, buying an estimated $3.85K and bringing the position to 14,926 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #169.

Tradition Wealth Management first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.67M in Q2 2023. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tradition Wealth Management held 14,926 shares of United Parcel Service worth $1.6M as of Q2 2026.
  • Tradition Wealth Management bought 37 United Parcel Service shares in Q2 2026, an estimated $3.85K.
  • United Parcel Service made up 0.1% of Tradition Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Tradition Wealth Management first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's United Parcel Service position peaked at $2.67M in Q2 2023.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.