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Turning Point Benefit Group’s United Parcel Service UPS Stock Holding History

Turning Point Benefit Group’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
Closed -$99 – 751
2025
Q4 		$99 Sell
1
-4
-80% -$374 ﹤0.01% 808
2025
Q3 		$422 Buy
+5
New +$453 ﹤0.01% 531

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
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

Turning Point Benefit Group's UPS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 1 share — an estimated $99 sold.

Turning Point Benefit Group first reported a position in UPS in Q3 2025 and held it in 2 quarters. The position peaked at $422 in Q3 2025. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1 United Parcel Service share in Q1 2026, an estimated $99.
  • Turning Point Benefit Group first reported a position in United Parcel Service in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's United Parcel Service position peaked at $422 in Q3 2025.
  • 2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.