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Tripletail Wealth Management’s United Parcel Service UPS Stock Holding History

Tripletail Wealth Management’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 		$3.43K Sell
31
-14
-31% -$1.46K ﹤0.01% 255
2026
Q1 		$4.42K Hold
45
– – 0.01% 230
2025
Q4 		$4.46K Sell
45
-116
-72% -$10.8K 0.01% 229
2025
Q3 		$14K Buy
+161
New +$14.6K 0.02% 244

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

Tripletail Wealth Management's UPS Position: Q2 2026 in Review

Tripletail Wealth Management reduced its United Parcel Service (UPS) stake by 31% in Q2 2026, selling an estimated $1.46K and leaving 31 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Tripletail Wealth Management first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. The position peaked at $14K in Q3 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tripletail Wealth Management held 31 shares of United Parcel Service worth $3.43K as of Q2 2026.
  • Tripletail Wealth Management sold 14 United Parcel Service shares in Q2 2026, an estimated $1.46K.
  • United Parcel Service made up ﹤0.01% of Tripletail Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Tripletail Wealth Management first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's United Parcel Service position peaked at $14K in Q3 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.