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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's UPS Position: Q1 2026 in Review

Tradition Wealth Management increased its United Parcel Service (UPS) stake by 8.2% in Q1 2026, buying an estimated $121K and bringing the position to 14,889 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #166.

Tradition Wealth Management first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.67M in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Tradition Wealth Management held 14,889 shares of United Parcel Service worth $1.46M as of Q1 2026.
  • Tradition Wealth Management bought 1,130 United Parcel Service shares in Q1 2026, an estimated $121K.
  • United Parcel Service made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Tradition Wealth Management first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's United Parcel Service position peaked at $2.67M in Q2 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.