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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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 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