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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin City Private Wealth's UPS Position: Q1 2026 in Review

Twin City Private Wealth reduced its United Parcel Service (UPS) stake by 1.2% in Q1 2026, selling an estimated $12.2K and leaving 9,784 shares worth $963K. The position accounts for 0.73% of the portfolio, ranked #51.

Twin City Private Wealth first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q1 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Twin City Private Wealth held 9,784 shares of United Parcel Service worth $963K as of Q1 2026.
Twin City Private Wealth sold 114 United Parcel Service shares in Q1 2026, an estimated $12.2K.
United Parcel Service made up 0.73% of Twin City Private Wealth's portfolio in Q1 2026, its #51 holding.
Twin City Private Wealth first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's United Parcel Service position peaked at $1.5M in Q1 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.