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Traphagen Investment Advisors’s United Parcel Service UPS Stock Holding History

Traphagen Investment 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
Q2 		$373K Buy
3,472
+1,382
+66% +$144K 0.03% 145
2026
Q1 		$206K Buy
+2,090
New +$224K 0.02% 194
2025
Q3 		– Sell
-2,835
Closed -$286K – 200
2025
Q2 		$286K Buy
2,835
+211
+8% +$20.8K 0.03% 150
2025
Q1 		$289K Buy
2,624
+536
+26% +$64.1K 0.03% 142
2024
Q4 		$263K Buy
2,088
+2
+0.1% +$263 0.03% 148
2024
Q3 		$284K Sell
2,086
-136
-6% -$17.9K 0.03% 138
2024
Q2 		$304K Sell
2,222
-83
-4% -$11.9K 0.03% 125
2024
Q1 		$343K Buy
2,305
+86
+4% +$13.1K 0.04% 125
2023
Q4 		$349K Buy
2,219
+2
+0.1% +$302 0.04% 119
2023
Q3 		$346K Buy
2,217
+81
+4% +$14K 0.04% 106
2023
Q2 		$383K Buy
2,136
+71
+3% +$12.6K 0.05% 107
2023
Q1 		$401K Sell
2,065
-205
-9% -$37.6K 0.06% 102
2022
Q4 		$395K Buy
2,270
+37
+2% +$6.41K 0.06% 97
2022
Q3 		$361K Buy
2,233
+6
+0.3% +$1.14K 0.07% 86
2022
Q2 		$407K Buy
2,227
+987
+80% +$180K 0.07% 83
2022
Q1 		$266K Sell
1,240
-85
-6% -$18.1K 0.04% 118
2021
Q4 		$284K Buy
1,325
+2
+0.2% +$407 0.05% 117
2021
Q3 		$241K Sell
1,323
-109,633
-99% -$21.6M 0.04% 119
2021
Q2 		$2.67M Buy
110,956
+5,296
+5% +$1.06M 0.45% 27
2021
Q1 		$2.51M Buy
+105,660
New +$17.1M 0.46% 26

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

Traphagen Investment Advisors's UPS Position: Q2 2026 in Review

Traphagen Investment Advisors increased its United Parcel Service (UPS) stake by 66% in Q2 2026, buying an estimated $144K and bringing the position to 3,472 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #145.

Traphagen Investment Advisors first reported a position in UPS in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.67M in Q2 2021. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Traphagen Investment Advisors held 3,472 shares of United Parcel Service worth $373K as of Q2 2026.
  • Traphagen Investment Advisors bought 1,382 United Parcel Service shares in Q2 2026, an estimated $144K.
  • United Parcel Service made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Traphagen Investment Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 20 quarters since.
  • Traphagen Investment Advisors's United Parcel Service position peaked at $2.67M in Q2 2021.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.