TAFW
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Tred Avon Family Wealth’s United Parcel Service UPS Stock Holding History

Tred Avon Family Wealth’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 		$842K Buy
7,836
+410
+6% +$42.6K 0.26% 113
2026
Q1 		$731K Buy
7,426
+508
+7% +$54.5K 0.24% 123
2025
Q4 		$686K Sell
6,918
-586
-8% -$54.8K 0.22% 129
2025
Q3 		$627K Buy
+7,504
New +$680K 0.22% 132

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's UPS Position: Q2 2026 in Review

Tred Avon Family Wealth increased its United Parcel Service (UPS) stake by 5.5% in Q2 2026, buying an estimated $42.6K and bringing the position to 7,836 shares worth $842K. The position accounts for 0.26% of the portfolio, ranked #113.

Tred Avon Family Wealth first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tred Avon Family Wealth held 7,836 shares of United Parcel Service worth $842K as of Q2 2026.
  • Tred Avon Family Wealth bought 410 United Parcel Service shares in Q2 2026, an estimated $42.6K.
  • United Parcel Service made up 0.26% of Tred Avon Family Wealth's portfolio in Q2 2026, its #113 holding.
  • Tred Avon Family Wealth first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.