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Twin City Private Wealth’s United Parcel Service UPS Stock Holding History

Twin City Private 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 		$1.05M Buy
9,807
+23
+0.2% +$2.39K 0.74% 56
2026
Q1 		$963K Sell
9,784
-114
-1% -$12.2K 0.73% 51
2025
Q4 		$982K Sell
9,898
-164
-2% -$15.3K 0.74% 53
2025
Q3 		$840K Sell
10,062
-784
-7% -$71K 0.66% 63
2025
Q2 		$1.09M Buy
10,846
+382
+4% +$37.6K 0.89% 47
2025
Q1 		$1.15M Buy
10,464
+1,159
+12% +$139K 1.01% 37
2024
Q4 		$1.17M Sell
9,305
-1,251
-12% -$165K 1.04% 37
2024
Q3 		$1.44M Buy
10,556
+31
+0.3% +$4.07K 1.25% 36
2024
Q2 		$1.44M Buy
10,525
+411
+4% +$58.8K 1.36% 36
2024
Q1 		$1.5M Buy
+10,114
New +$1.54M 1.48% 27

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

Twin City Private Wealth's UPS Position: Q2 2026 in Review

Twin City Private Wealth increased its United Parcel Service (UPS) stake by 0.24% in Q2 2026, buying an estimated $2.39K and bringing the position to 9,807 shares worth $1.05M. The position accounts for 0.74% of the portfolio, ranked #56.

Twin City Private Wealth first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q1 2024. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Twin City Private Wealth held 9,807 shares of United Parcel Service worth $1.05M as of Q2 2026.
  • Twin City Private Wealth bought 23 United Parcel Service shares in Q2 2026, an estimated $2.39K.
  • United Parcel Service made up 0.74% of Twin City Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Twin City Private Wealth first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's United Parcel Service position peaked at $1.5M in Q1 2024.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.