Trifecta Capital Advisors’s United Parcel Service UPS Stock Holding History

Trifecta Capital 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	$1.29K	Buy	+12	New	+$1.25K	﹤0.01%	339
2025 Q4	–	Sell	-25	Closed	-$2.09K	–	436
2025 Q3	$2.09K	Hold	25	–	–	﹤0.01%	332
2025 Q2	$2.52K	Hold	25	–	–	﹤0.01%	319
2025 Q1	$2.75K	Hold	25	–	–	﹤0.01%	282
2024 Q4	$3.15K	Hold	25	–	–	﹤0.01%	259
2024 Q3	$3.41K	Hold	25	–	–	﹤0.01%	260
2024 Q2	$3.42K	Hold	25	–	–	﹤0.01%	265
2024 Q1	$3.72K	Hold	25	–	–	﹤0.01%	250
2023 Q4	$3.93K	Hold	25	–	–	﹤0.01%	266
2023 Q3	$3.9K	Hold	25	–	–	﹤0.01%	249
2023 Q2	$4.48K	Hold	25	–	–	﹤0.01%	230
2023 Q1	$4.85K	Hold	25	–	–	﹤0.01%	229
2022 Q4	$4.35K	Buy	+25	New	+$4.33K	﹤0.01%	224

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trifecta Capital Advisors's UPS Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 12 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in UPS as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.85K in Q1 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Trifecta Capital Advisors held 12 shares of United Parcel Service worth $1.29K as of Q2 2026.
United Parcel Service was a new Trifecta Capital Advisors position in Q2 2026.
United Parcel Service made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #339 holding.
Trifecta Capital Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's United Parcel Service position peaked at $4.85K in Q1 2023.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.