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Tucker Asset Management’s United Parcel Service UPS Stock Holding History

Tucker Asset 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
Q1 		– Sell
-1,994
Closed -$198K – 995
2025
Q4 		$198K Buy
+1,994
New +$187K 0.06% 113
2025
Q1 		– Sell
-2,111
Closed -$266K – 898
2024
Q4 		$266K Sell
2,111
-991
-32% -$130K 0.03% 107
2024
Q3 		$423K Buy
3,102
+558
+22% +$73.3K 0.1% 68
2024
Q2 		$348K Buy
2,544
+202
+9% +$28.9K 0.08% 93
2024
Q1 		$348K Buy
2,342
+468
+25% +$71.1K 0.08% 102
2023
Q4 		$295K Buy
1,874
+282
+18% +$42.6K 0.07% 106
2023
Q3 		$248K Buy
1,592
+217
+16% +$37.5K 0.07% 114
2023
Q2 		$246K Sell
1,375
-33
-2% -$5.86K 0.07% 90
2023
Q1 		$273K Buy
1,408
+146
+12% +$26.8K 0.08% 60
2022
Q4 		$222K Buy
1,262
+254
+25% +$44K 0.07% 45
2022
Q3 		$169K Buy
1,008
+219
+28% +$41.5K 0.06% 50
2022
Q2 		$144K Buy
789
+12
+2% +$2.19K 0.05% 28
2022
Q1 		$167K Buy
777
+46
+6% +$9.77K 0.05% 27
2021
Q4 		$156K Buy
731
+65
+10% +$13.2K 0.05% 24
2021
Q3 		$142K Buy
666
+94
+16% +$18.6K 0.05% 28
2021
Q2 		$119K Buy
572
+41
+8% +$8.2K 0.05% 30
2021
Q1 		$90.3K Buy
531
+179
+51% +$29K 0.05% 46
2020
Q4 		$59.3K Buy
+352
New +$59.4K 0.04% 53

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tucker Asset Management's UPS Position: Q1 2026 in Review

Tucker Asset Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 1,994 shares — an estimated $198K sold.

Tucker Asset Management first reported a position in UPS in Q4 2020 and held it in 18 quarters. The position peaked at $423K in Q3 2024. 2,118 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Tucker Asset Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 1,994 United Parcel Service shares in Q1 2026, an estimated $198K.
  • Tucker Asset Management first reported a position in United Parcel Service in Q4 2020 and held it in 18 quarters.
  • Tucker Asset Management's United Parcel Service position peaked at $423K in Q3 2024.
  • 2,118 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.