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Twin Peaks Wealth Advisors’s United Parcel Service UPS Stock Holding History

Twin Peaks Wealth Advisors’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 		$43.2K Buy
+439
New +$47.1K 0.01% 465
2025
Q3 		– Sell
-334
Closed -$29.2K – 2015
2025
Q2 		$29.2K Buy
+334
New +$32.9K 0.01% 480

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Twin Peaks Wealth Advisors's UPS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in United Parcel Service (UPS) in Q1 2026: 439 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UPS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UPS in Q2 2025 and has held it in 2 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 439 shares of United Parcel Service worth $43.2K as of Q1 2026.
  • United Parcel Service was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • United Parcel Service made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #465 holding.
  • Twin Peaks Wealth Advisors first reported a position in United Parcel Service in Q2 2025 and has held it in 2 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.