TAFW
UPS icon

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
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 $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

Tred Avon Family Wealth's UPS Position: Q1 2026 in Review

Tred Avon Family Wealth increased its United Parcel Service (UPS) stake by 7.3% in Q1 2026, buying an estimated $54.5K and bringing the position to 7,426 shares worth $731K. The position accounts for 0.24% of the portfolio, ranked #123.

Tred Avon Family Wealth first reported a position in UPS in Q3 2025 and has held it in 3 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Tred Avon Family Wealth held 7,426 shares of United Parcel Service worth $731K as of Q1 2026.
  • Tred Avon Family Wealth bought 508 United Parcel Service shares in Q1 2026, an estimated $54.5K.
  • United Parcel Service made up 0.24% of Tred Avon Family Wealth's portfolio in Q1 2026, its #123 holding.
  • Tred Avon Family Wealth first reported a position in United Parcel Service in Q3 2025 and has held it in 3 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.