TLCM
UPS icon

Twin Lakes Capital Management’s United Parcel Service UPS Stock Holding History

Twin Lakes Capital 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
Q2 		$1.12M Buy
10,440
+80
+0.8% +$8.32K 0.43% 39
2026
Q1 		$1.02M Buy
10,360
+91
+0.9% +$9.76K 0.46% 36
2025
Q4 		$1.02M Sell
10,269
-445
-4% -$41.6K 0.45% 37
2025
Q3 		$895K Buy
10,714
+143
+1% +$13K 0.41% 40
2025
Q2 		$1.07M Buy
10,571
+11
+0.1% +$1.08K 0.65% 35
2025
Q1 		$1.16M Buy
10,560
+132
+1% +$15.8K 0.78% 32
2024
Q4 		$1.31M Sell
10,428
-4,964
-32% -$653K 0.84% 30
2024
Q3 		$2.1M Buy
15,392
+102
+0.7% +$13.4K 1.35% 23
2024
Q2 		$2.09M Sell
15,290
-1,771
-10% -$254K 1.43% 24
2024
Q1 		$2.54M Buy
17,061
+152
+0.9% +$23.1K 1.71% 21
2023
Q4 		$2.66M Sell
16,909
-2,042
-11% -$309K 1.82% 20
2023
Q3 		$2.95M Buy
18,951
+75
+0.4% +$12.9K 2.18% 14
2023
Q2 		$3.38M Buy
18,876
+173
+0.9% +$30.7K 2.4% 12
2023
Q1 		$3.63M Buy
18,703
+3
+0% +$550 2.71% 9
2022
Q4 		$3.25M Buy
18,700
+139
+0.7% +$24.1K 2.5% 9
2022
Q3 		$3M Buy
18,561
+138
+0.7% +$26.1K 2.42% 12
2022
Q2 		$3.36M Sell
18,423
-1,198
-6% -$219K 2.44% 12
2022
Q1 		$4.21M Buy
19,621
+158
+0.8% +$33.6K 2.37% 11
2021
Q4 		$4.17M Sell
19,463
-4
-0% -$814 2.22% 13
2021
Q3 		$3.54M Buy
19,467
+26
+0.1% +$5.13K 2.08% 13
2021
Q2 		$4.04M Sell
19,441
-1,374
-7% -$275K 2.25% 14
2021
Q1 		$3.54M Buy
20,815
+127
+0.6% +$20.5K 2.18% 15
2020
Q4 		$3.48M Buy
+20,688
New +$3.49M 2.49% 11

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 Lakes Capital Management's UPS Position: Q2 2026 in Review

Twin Lakes Capital Management increased its United Parcel Service (UPS) stake by 0.77% in Q2 2026, buying an estimated $8.32K and bringing the position to 10,440 shares worth $1.12M. The position accounts for 0.43% of the portfolio, ranked #39.

Twin Lakes Capital Management first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.21M in Q1 2022. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Twin Lakes Capital Management held 10,440 shares of United Parcel Service worth $1.12M as of Q2 2026.
  • Twin Lakes Capital Management bought 80 United Parcel Service shares in Q2 2026, an estimated $8.32K.
  • United Parcel Service made up 0.43% of Twin Lakes Capital Management's portfolio in Q2 2026, its #39 holding.
  • Twin Lakes Capital Management first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Twin Lakes Capital Management's United Parcel Service position peaked at $4.21M in Q1 2022.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.