Trivium Point Advisory’s United Parcel Service UPS Stock Holding History

Trivium Point Advisory’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	$1.42M	Buy	13,233 +313	+2%	+$32.5K	0.13%	152
2026 Q1	$1.27M	Sell	12,920 -417	-3%	-$44.7K	0.23%	107
2025 Q4	$1.32M	Sell	13,337 -1,447	-10%	-$135K	0.13%	154
2025 Q3	$1.23M	Buy	14,784 +2,032	+16%	+$184K	0.13%	154
2025 Q2	$1.29M	Buy	+12,752	New	+$1.25M	0.14%	153
2025 Q1	–	Sell	-6,430	Closed	-$811K	–	352
2024 Q4	$811K	Buy	6,430 +177	+3%	+$23.3K	0.1%	190
2024 Q3	$836K	Buy	+6,253	New	+$821K	0.12%	182

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

Trivium Point Advisory's UPS Position: Q2 2026 in Review

Trivium Point Advisory increased its United Parcel Service (UPS) stake by 2.4% in Q2 2026, buying an estimated $32.5K and bringing the position to 13,233 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #152.

Trivium Point Advisory first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Trivium Point Advisory held 13,233 shares of United Parcel Service worth $1.42M as of Q2 2026.
Trivium Point Advisory bought 313 United Parcel Service shares in Q2 2026, an estimated $32.5K.
United Parcel Service made up 0.13% of Trivium Point Advisory's portfolio in Q2 2026, its #152 holding.
Trivium Point Advisory first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.