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Transcendent Capital Group’s United Parcel Service UPS Stock Holding History

Transcendent Capital Group’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 		– Sell
-3,241
Closed -$322K – 124
2025
Q4 		$322K Buy
+3,241
New +$303K 0.15% 89
2025
Q1 		– Sell
-129
Closed -$16.3K – 396
2024
Q4 		$16.3K Hold
129
– – 0.01% 297
2024
Q3 		$17.6K Hold
129
– – 0.01% 304
2024
Q2 		$17.7K Buy
129
+7
+6% +$1K 0.01% 274
2024
Q1 		$18.1K Sell
122
-940
-89% -$143K 0.01% 267
2023
Q4 		$167K Buy
+1,062
New +$161K 0.11% 82

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

Transcendent Capital Group's UPS Position: Q1 2026 in Review

Transcendent Capital Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 3,241 shares — an estimated $322K sold.

Transcendent Capital Group first reported a position in UPS in Q4 2023 and held it in 6 quarters. The position peaked at $322K in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Transcendent Capital Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Transcendent Capital Group sold 3,241 United Parcel Service shares in Q1 2026, an estimated $322K.
  • Transcendent Capital Group first reported a position in United Parcel Service in Q4 2023 and held it in 6 quarters.
  • Transcendent Capital Group's United Parcel Service position peaked at $322K in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.