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TritonPoint Wealth’s United Parcel Service UPS Stock Holding History

TritonPoint 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 		$1.22M Sell
11,308
-416
-4% -$43.2K 0.12% 119
2026
Q1 		$1.15M Buy
11,724
+479
+4% +$51.4K 0.12% 117
2025
Q4 		$1.12M Sell
11,245
-2,749
-20% -$257K 0.11% 119
2025
Q3 		$1.17M Sell
13,994
-1,611
-10% -$146K 0.1% 142
2025
Q2 		$1.58M Sell
15,605
-5,102
-25% -$502K 0.15% 128
2025
Q1 		$2.28M Sell
20,707
-43,425
-68% -$5.19M 0.22% 107
2024
Q4 		$8.09M Buy
64,132
+18,350
+40% +$2.42M 0.73% 34
2024
Q3 		$6.15M Sell
45,782
-46,445
-50% -$6.1M 0.56% 50
2024
Q2 		$12.6M Sell
92,227
-1,458
-2% -$209K 1.21% 20
2024
Q1 		$14.2M Buy
93,685
+1,232
+1% +$187K 1.48% 13
2023
Q4 		$14.5M Buy
+92,453
New +$14M 1.42% 13

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

TritonPoint Wealth's UPS Position: Q2 2026 in Review

TritonPoint Wealth reduced its United Parcel Service (UPS) stake by 3.5% in Q2 2026, selling an estimated $43.2K and leaving 11,308 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #119.

TritonPoint Wealth first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q4 2023. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • TritonPoint Wealth held 11,308 shares of United Parcel Service worth $1.22M as of Q2 2026.
  • TritonPoint Wealth sold 416 United Parcel Service shares in Q2 2026, an estimated $43.2K.
  • United Parcel Service made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #119 holding.
  • TritonPoint Wealth first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's United Parcel Service position peaked at $14.5M in Q4 2023.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.